A couple of weeks ago, I was asked a question in a forum I participate in about how we build our target lists and organize our outreach efforts. We probably spend more time than most contemplating these issues, as we not only implement this for ourselves, but for a number of clients as well. As I shared in a post recently, the key to success in virtually any endeavor is clarity around “the plumbing” of the process. So before I focus on the actions we take, I’m first going to highlight some key...