Objective

The manual review is aimed at validating the data quality of the business records from data vendors.
Specifically, the review focuses on:
(1) confirming that the business record represents an active and operational business, and
(2) verifying the accuracy of the information contained in the business record.

Please read this instruction carefully and reach out to us if you have any questions.

Guidelines
To ensure compliance and accuracy, follow these steps carefully:
1.​ Use only reputable and credible sources to verify each piece of information. Avoid using AI
tools for this project.
2.​ Do not contact (via call, message, or email) the business or individual listed in the data
under any circumstances.
3.​ The data must be used strictly for validation purposes and must not be shared.
4.​ Perform all validation tasks using the secure Google worksheet provided. Do not store or
create additional copies of the data in any form.
Adherence to these guidelines ensures the confidentiality and integrity of the data throughout the
validation process. We appreciate your cooperation!

Step-by Step Instructions

Important notes:
○​ We recommend you search “[Company Name] [Address]” in Google because
multiple businesses could have the same name or share the same address.
○​ The company size (employee number and revenue) information is difficult to
verify, so please prioritize other fields first and don’t spend too much time on
finding the company size, just mark verify_company_size as Unsure.

Step 0: Set Up Access

●​ Make sure you have internet access;
●​ Open the worksheet you’ll be working on. They should look like the following samples:
○​ [RFP Training Sample] DA Account Sample Telus WORKING SHEET
○​ [RFP Training Sample] ZI Account Sample Telus WORKING SHEET
○​ The columns on the right and highlighted in Green are where you’ll update and
make notes while conducting data verification.
 ●​ We recommend you to create a LinkedIn account if possible. If you already have an
account for personal use, please feel free to create a separate account just for this task.
Having an account will allow you to look up businesses on LinkedIn.

Step 1: Search Company Online

●​ Search the company name and/or company location address on Google:
○​ we recommend you search “[Company Name] [Address]” in Google because
multiple businesses could have the same name or share the same address.
For example, for this record below:​

name street suite city state postal_code website linked_in_url estimated_location_employee_count estimated_corporate_employee_count estimated_location_sales_volume estimated_corporate_sales_revenue labels_primary_naics_code_id
1 Greystone
Induplate LLC Ave 1 North Providence RI 02911-1082 https://www.greyst.com/about-us.html 75 8043000 Plating (Mfrs)
You can search “Induplate LLC 1 Greystone Ave” on Google, which gives its Google
Business listing as well as company Contact Us page in the first result.

●​ If you cannot find the company by searching the company name, or location
address, or both, you can search the company on LinkedIn and see if they have
an active page.
 Step 2: Verify Business Name and Location
●​ Verify the Business Name and Location Address in the data based on the Google
Search
●​ If the Business Name and the Location Address in the data matches what you found
online, then mark verify_location_address field as Yes. (For example, in the example
above.)
●​ Mark verify_location_address field as No if:
○​ If you find the Location Address is a residential address (a house or apartment
number) and you cannot find the business name on Google; or
○​ If you find the business name, but the Location Address in the data does match
what you found online;
○​ If you find the Location Address matches with the data, but the Business Name
found online does not match what it is in the data.
●​ If there are other cases, Mark verify_location_address field as Unsure.
●​ Note:
○​ Use credible public data sources, such as Google Business Profile, company’s
own website, company’s Linkedin or Facebook page, etc.
○​ Generally, you can find the location address of a business on their website
(Contact Us page or the bottom of the Homepage)
○​ If not, you cannot find the location address,
●​ Make notes of your findings in verification_notes. For example, this record’s address
belongs to a Canadian company but it does not match the business. And the business
cannot be found on Google.

name street suite city state postal_code website

Roger's Service Ltd 318 Discovery Trl Catalina NL A0C1J0 https://www.rogers.com

You can make some verification notes like “The address and the business name
does not match. I cannot find a credible business record online. ”
Step 3: Verify Business Website
1.​ If there is a business website URL in the data , open the URL and verify whether the
URL matches with the business. If they match, mark
verify_website_to_company_name as Yes.
Otherwise, No.
2.​ If there is NO business website URL in the data, mark
verify_website_to_company_name as No and find the business website on Google,
and note it down in verification_notes. You may also include additional notes of your
discovery. For example, you may find the business name in the data is not the same as
on their website, etc.
3.​ If you cannot find the Company Website, then mark
verify_website_to_company_name as No, and make notes in verification_notes.

Step 4: Verify Business LinkedIn Profile

1.​ If there is a LinkedIn URL in the data , open the URL and verify whether the LinkedIn
Profile matches with the business. If they match, mark
verify_linkedin_to_company_name as Yes.
Otherwise, No.
●​ Note: if the LinkedIn profile is tagged as “unclaimed”, then mark
verify_linkedin_to_company_name as No.

2.​ If there is NO LinkedIn URL in the data, mark verify_linkedin_to_company_name as

No and find the business LinkedIn Page (you can Google “xxx Company linkedin” or
search the company on LinkedIn), and note it down in verification_notes. You may
 also include additional notes of your discovery. For example, you may find the business
name/address/size/industry in the data is not the same as on their LinkedIn page, etc.
3.​ If you are not sure about the match, for example, the LinkedIn profile is inactive or
outdated, then market verify_linkedin_to_company_name as Unsure, and make
notes in verification_notes.
4.​ If you cannot find a LinkedIn profile associated with the business, then mark
verify_linkedin_to_company_name as No, and make notes in verification_notes.

Step 5: Verify Business Industry

1.​ Identify the Industry: Check the business’s industry classification in trusted directories
(e.g., LinkedIn, Google Business Profile, the company’s official website, or other
business databases).
2.​ Match Industry with the data and mark verify_company_industry based on your
research:
a.​ If the industry is fully verified across multiple sources, mark it as Yes.
b.​ If the industry is mostly consistent but has minor uncertainties, note this as
Unsure.
c.​ If the industry is unclear or mismatched, consider it No.
3.​ The industry match is intended to be directional and categorical; it does not require an exact
or highly detailed match. For example,

ZI INDUSTRY
ZI_C_NAME ZI_C_URL PRIMARY ZI SUB-INDUSTRY PRIMARY
Cathleen Price Retail Department Stores, Shopping Centers & Superstores
Office of Joanne Baitup Inc Retail Office Products Retail & Distribution
The Evergreen theevergreenpdx.com Hospitality Cultural & Informational Centers
You find the first two business records are both law firms after done online research, which does not
match the primary industry in the data “Retail”. So you should mark verify_company_industry as
No. and make notes in verification_notes with something like “the industry does not match with
the data because the company is a law firm. ”
The third record “The Evergreen” is a wedding/event venue. Although not strictly a Cultural &
Informational Center but it falls in the Hospitality category and you should mark
verify_company_industry as Yes.

Step 6: Verify Company Size

This information is difficult to verify, so please prioritize other fields first and don’t spend too
much time on finding the company size (employee number and revenue).

1.​ Find Company Size Information: Look for the estimated number of employees or
revenue on the company’s website, LinkedIn, or business directories.
2.​ Match Size with the data and mark verify_company_size based on your research:
 a.​ If the company size is fully verified with multiple sources matching, mark it as
Yes.
b.​ If the company size mostly aligns with one or two sources but has minor
uncertainty, consider it Unsure.
c.​ If the company size is unclear or highly inconsistent across sources, mark it
as No.
3.​ The company size is intended to be directional and categorical; it does not require an exact
or highly detailed match. The focus is on understanding whether a company is small,
medium, or large. Here is a general reference but the numbers are directional:
a.​ A company is “small” if they have less than 20 employees and/or their annual
revenue is less than $1 million.
b.​ A company is “medium” if they have less than 500 employees and/or their annual
revenue is less than $10 million.
c.​ A company is “large” if they have more than 500 employees and/or their annual
revenue is more than $10 million.
4.​ If you are still not sure about the company size after done your research, then mark
verify_company_size as Unsure.

Step 7: Assign a Location Grade

Please check out the detailed grading rubric below. Overall,
●​ Grade A: All five categories (address, industry, company size, name, LinkedIn) are fully
verified.
●​ Grade B: Most categories (4-5) are fully or mostly verified; minor discrepancies.
●​ Grade C: Some categories (3-4) are verified or mostly verified; moderate uncertainties.
●​ Grade D: Few categories (2-3) are verified; significant uncertainties or conflicts.
●​ Grade E: Only one category is verified; major discrepancies or unverifiable.
●​ Grade F: No categories are verified; information cannot be trusted.

Step 8: Make A Short Note

Please make a short note of your findings in the verification_notes.
If there is nothing to note (e.g. you cannot find issues with the record), please feel free to leave
it blank.

Grading Rubric

Grade A B C D E F

Location Fully verified, Mostly Verified only Difficult to Major Unverifiable;

Address matches verified with partially, with verify, with discrepancies high conflict
official or minor some conflicting ; fails basic in location
reputable
discrepancie conflicting information. verification. data.
sources
s (e.g., suite details.
 without numbers or
discrepancie variations in
s. name
format).

Industry Matches Generally Uncertain; Unclear or No reliable No data or

verified consistent; may have does not industry data; entirely
industry, minor discrepancie match typical highly incorrect
supported by uncertainty s or only one industry uncertain. information.
multiple but relevant reliable classification.
sources. to main source.
business
activity.

Company Matches Roughly Uncertain; Unverifiable or Not found or No reliable

Size estimated aligns with partially does not align widely data; does
range, estimated matches with available inconsistent not align with
verified by range; some estimate but data. with expectations.
multiple minor lacks strong expectations.
sources uncertainty. verification.
without
doubt.

Company Consistent Mostly Partially Conflicting Does not Unable to

Name across consistent, consistent; across match any verify; high
verified with minor significant platforms; known likelihood of
platforms variations on variations major sources; misinformatio
(website, secondary across discrepancies. severe n.
directory, sources. sources. inconsistenci
etc.). es.

LinkedIn Active and Present and Limited or No LinkedIn No LinkedIn No presence

Presence up-to-date mostly inactive; presence or presence; if or entirely
LinkedIn accurate, some data unverifiable present, unreliable.
page with though with mismatches. information. lacks
consistent minor credibility.
information. outdated
information.
Examples
[RFP Training Sample] DA Account Sample Telus WORKING SHEET
[RFP Training Sample] ZI Account Sample Telus WORKING SHEET

Data Sources Considered Reputable

Here are some examples of data sources we deem credible.
●​ Google Business Profile
●​ Business Own Website
●​ Active LinkedIn Profile
●​ Active Facebook Profile
●​ Other verified profiles on social media: Tripadvisor, Yelp for Business, Twitter/X Verified
Business Accounts. Please do not use unverified or unclaimed profiles, for example

●​ Government databases, such as

○​ Company Registration Databases (Public Business Registries)
■​ U.S.: SEC EDGAR (Securities and Exchange Commission)
■​ UK: Companies House
■​ Canada: Corporations Canada
■​ Australia: Australian Business Register (ABN Lookup)
○​ Government Licensing and Permits
■​ Verification of business licenses and permits via public databases.
○​ Local and State Business Registries
■​ City or state-based databases for business licenses and registrations.

Contact
If you have any questions, please feel free to reach out to Zhu Zhu via Email or Slack.
Thank you very much!