Research & Lead Development

Project Overview

The goal of this project is to improve the organizational process of generating leads. The Rizer will research potential leads on LinkedIn and create an Excel spreadsheet to organize leads and contact information. The Rizer will verify leads by emailing or calling them in order for the sales team to capitalize on the opportunities.

Ideal Student

The Rizer should be comfortable using Excel and understands the importance of a successful CRM system. The Rizer is interested in marketing or management and learning more about the industry through exposure. 


The Rizer would get to work closely with a successful marketing firm and gain a better understanding of lead generation. The Rizer would learn how professionals work in a business-to-business environment. Bold Entity would be able to better utilize its leads and grow as a company.

Timeline Detail

6-8 hours a week