First Research Training

These and additional traning options and resources are available with your subscription under tools and resources.


First Research Introduction and Overview

This modular tutorial is a self-directed and self-paced introduction to the features and functionalities of First Research..

Best Practices for Sales, Marketing, and Customer Retention

Discover best practices for using First Research to gain a competitive edge in your role in Sales, Marketing or Customer Retention. Learn how to sell effectively to elevate yourself to a trusted advisor in your client’s eyes. Stand out in your marketing efforts by targeting your message at critical pain points and timely concerns. Keep your clients satisfied and engaged to spark value-added conversations and e-mails.


Every Thursday at 2:30 ET

This training will reveal how to leverage First Research's industry intelligence to connect with prospects and current clients as a trusted advisor. See how to navigate the site and apply best practices to creating powerful prospecting letters, high impact voicemails, compelling emails, and much more.