Connector concept Sales

Affinity

Prepare a relationship brief before a partner introduction without overstating the strength of the connection.

Explore the concept
Relationship notes
Organization profile
Introduction history
AffinitySource context
Human review
Illustrative source map · no connection or execution

A practical scenario

A partner manager is preparing an introduction. Build a short history of documented interactions and identify who can confirm whether the relationship is appropriate for the proposed request.

Source material to consider

  1. Relationship notes
  2. Organization profile
  3. Introduction history

Before designing a connection

A past meeting does not imply permission to introduce two people. Ask the relationship owner to review the proposed context.