Query (Request and Cleaning)

Ask IT team to create  a relevant query

 * State your reason of asking for a query

1.  Clarify if you want “past participants”/ “people marked as attracted for the event after desk research” to be included.
 * Specify your requirements: 

2. List the information for a query:

o  What type of the companies: investing/SME/government institution/advisory

o  Which sector: life science, cleantech,

o  Which country/region: Nordic/ Balkan…

o  Which events: ID of the specific events

o  What roles: experts/ pesenting companies/speakers…

o  Exclude marked no for 'receive events mailings' or 'newsletters'

o Exclude non active members

Find out double data  by checking personal emails/( if you do not have emails, use names):

 * Choose the column-> “Conditional Formatting”->“Highlight Cells Rules”-> “Duplicate values”->”ok”

Remove the doubles:

 * Choose the column->”Data”->”Remove Duplicates”->”Expand the selection”->Remove Duplicates->”ok”->”ok>

Exclude items
o   Check the relevance: exclude irrelevant countries or sectors

o   Exclude: consultants/persons from government/university/college/non-active persons

o   Make sure not more than 2 contacts are invited depending on relevance (expert/speaker/keynote = senior contacts such as  Partner or Managing Partner) (venture academy/dry-run/coaching webinar: less senior partners or associates)

*different queries have specific requirements, to exclude items, it’s better to double check the list with your project manager/colleagues