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Job aids

Sales Team

  • This clever infographic reveals the five most common bribery tactics so your people can easily spot bribery attempts and notify you ASAP.

    How to tell if someone’s asking for a bribe

    Since shady people rarely come out and say, “pay this bribe,” it can be tricky to know when someone’s asking for one. especially when it involves non-monetary favors and sharing information. This clever infographic reveals the five...

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  • This guide does the heavy lifting of defining HCPs, outlining what to document, and where to submit all this info (on time)!

    Providing something of value to an HCP?

    When providing payment or something of value to healthcare professionals, transparency is paramount. But to accomplish this, your teams need to gather and report accurate and complete information.  Let this guide do the heavy lifting for you by...

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  • Three simple questions guide your employees through whether it’s OK to share info freely or they need an NDA before spilling the company beans.

    Do you need to get an NDA signed?

    Ever wonder if something you're about to share needs to be kept hush-hush? This handy guide is here to help! Think of it like a three-question quiz: answer yes or no, and it'll tell you if a Non-Disclosure Agreement (NDA) is needed before anyone spills...

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  • Help your organizers throw an inclusive, productive, and fun event with this infographic, which details key before- and during-event steps to mitigate non-compliance.

    Organizing a company event?

    Help your event organizers throw an inclusive, productive, and (importantly!) fun event with this enlightening infographic. Starting with pre-event considerations like pulling the necessary permits to during-event awareness like monitoring for...

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  • Bring awareness to your  third-party due diligence process with this simple job aid, so your teams know what needs to happen before they engage with them.

    Engaging a New Third Party or Business Partner?

    Shed light on third-party due diligence with this simple job aid. This easy-to-use guide provides clear steps, ensuring your team knows about—and can plan for—your vetting process before engaging with new vendors, suppliers, contractors,...

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  • This guide makes it easy for employees to spot gov officials—even the less obvious ones—so your org can avoid costly AC/AB faux pas.

    How to identify a government official

    Government officials can be difficult to spot. Sure, senators and mayors are some obvious ones, but what about someone who works in infrastructure? Or a city government consultant? And if one of your folks doesn’t know the answer to that question,...

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  • Gifts and Hospitality: What's OK?

    Gifts and Hospitality: What's OK?

    Gifts and hospitality are a normal part of business, but they can also look like bribes to an outsider. Avoid this and other gift-related pitfalls by circulating this comprehensive gift guide. It boils down the key points of your gift policy into two...

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  • Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to ease some of your anxiety...  Prepare your employees for the integration with this one-pager that carefully lists everything to do (and not to do) premerger. Share this gun-jumping infographic for extra impact.

    Before a merger or acquisition...

    Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to...

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  • Gathering information for a personal data request

    Gathering information for a personal data request

    Expeditious Ex·pe·di·tious | /ˌekspəˈdiSHəs/ Definition : to do something with speed and efficiency How to use expeditious in a sentence:  This checklist helps your employees expeditiously gather and prepare information for...

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  • Received a request to transfer data?

    Received a request to transfer data?

    What counts as "personal data" to one person might not be to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of privacy know-how. In five simple steps, it guides them...

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  • How to handle a personal data request

    How to handle a personal data request

    Charades is fun, but, when it comes to handling requests for personal data, the last thing you want is for employees to play guessing games. Remove the ambiguity with this nifty infographic. It reveals the types of data requests they might receive and...

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  • Can I use personal data for this purpose?

    Can I use personal data for this purpose?

    If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and...

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  • Collecting sensitive personal data?

    Collecting sensitive personal data?

    Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this? This nifty infographic makes sure your people...

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  • Is it a sponsorship, grant, or donation?

    Is it a sponsorship, grant, or donation?

    Umm, who approved sponsoring this Cheese Rolling event?... It’s great when companies participate in corporate giving. But it’s not so great when external requests for funding are miscategorized–or even worse–the request...

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  • Received a request for funding?

    Received a request for funding?

    Anyone at your org might pick up the phone or receive an email asking for funding. Ensure they know exactly how to navigate those requests and avoid downstream issues with this job aid. Covering donations, grants, sponsorship and access programs, this...

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  • Interacting with clients and service providers

    Interacting with clients and service providers

    While treating customers and vendors with respect is the right thing to do, it’s also great for business. Avoid helpline complaints and negative reviews (including on job search sites) by explaining exactly what civility and respect look like when...

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  • Can I give or accept this gift?

    Can I give or accept this gift?

    It’s super challenging to offer gift guidance for every situation. That’s why we created this effortlessly simple decision tree to break down all your relevant policies and do the job for you. Employees can tackle one question at a time to...

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  • Anticorruption for Salespeople

    Anticorruption for Salespeople

    When it comes to BIG topics like Anticorruption, portion control is a must. Otherwise, your sales team is going to mentally check out from the information overload. Check, please!  Instead, serve up this locally-sourced checklist that boils down...

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  • We Play Fair: Anticorruption Basics (line art version)

    We Play Fair: Anticorruption Basics (line art version)

    Help employees understand how your anticorruption processes fit into the big picture with this overview infographic. Whether your anticorruption program is the pinnacle of best practices or just starting out, it’s critical that employees know how...

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  • You've been asked to pay a bribe: Here's what to do. (line art version)

    You've been asked to pay a bribe: Here's what to do. (line art version)

    This concise flowchart prepares your team for when someone offers them a bribe, including circumstances of when their safety is threatened. Don’t underestimate the need to train on issues like this—common sense can go out the window when...

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  • Conflicts of Interest (line art version)

    Conflicts of Interest (line art version)

    Make sure your employees know what's a conflict of interest—and, just as important, what to do about it. It’s too easy for folks to just “go with their gut” about potential conflicts. This piece uses simple icons to explain when...

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  • Partnering with HCPs

    Partnering with HCPs

    Do your Company reps ever pitch partnership opportunities with HCPs? That’s awesome! Partnerships are great for business … when they’re properly handled. Show your support with this checklist, which guides your people through the...

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  • Technical Support to HCPs

    Technical Support to HCPs

    It’s dangerous to go alone! Take this! Use this checklist to prep your reps to provide technical support in a clinical setting. This tool breaks down what they need to consider before and during their visit to keep interactions with HCPs totally...

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  • Communicating off-label use

    Communicating off-label use

    Your HCP-facing employees want to encourage use of your products while keeping between the lines. Says easy, does hard! Help them stay on the straight and narrow path with this tool that outlines what’s appropriate—both generally when sharing...

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