Time-saving enhancement uses relevant data and insights tailored to accountants, consultants, business advisors and more.

Raleigh, N.C. – October 3, 2022 – Vertical IQ, the leader in Industry Intelligence, has launched another content upgrade designed to further customize the information and insights available to its users: role-based Prep Sheets.

Based on the company’s popular industry-specific Prep Sheets, the new role-based Prep Sheets provide top-level Industry Intelligence tailored to different roles’ and professions’ specific information needs.

Depending on the Vertical IQ customer-organization’s platform, Vertical IQ users will find role-based Prep Sheets such as:

    • Advisor
    • Consulting
    • Financial
    • General Sales

“People in different roles and professions often have very specific information needs,” notes Vertical IQ president David Buffaloe. “The role-based Prep Sheets synthesize the most relevant content from our comprehensive Industry Profiles based on a user’s specific role. Pulling tailored industry content and questions into a role-specific document enables accountants, business advisors or consultants, who work with an array of industries, to readily prepare for a client or prospect meeting. They’re a huge time-saver that will make the Vertical IQ Industry Intelligence platform even more user-friendly.”

Role-based Prep Sheets are offered at no additional cost to Vertical IQ customers and are now available. To learn more about Vertical IQ or to request a demo, visit www.verticaliq.com.


Headquartered in Raleigh, N.C., Vertical IQ is a nationally recognized leader in Industry Intelligence. Whether they’re pitching a local brewery or a national biotech company, successful sales, marketing, and customer success teams use Vertical IQ to better understand a prospect’s or client’s business challenges before, during, and after meetings. Covering more than 550 distinct industries, 3,400 local economies, and more than 97 percent of the U.S. economy and Canada, Vertical IQ equips users with the confidence and credibility to make memorable first impressions and sustain enduring relationships.


Kelsey Surmacz
Content Marketing Manager
Vertical IQ
919.787.4600, ext. 109