Before preparing the request
- Verify the target and connector identities.
- Confirm the path evidence matches the relationship you understand.
- Ask whether this connector is the right person, not merely the highest-ranked person.
- Use a specific reason for the introduction.
- Stop if the route is weak, stale, or socially inappropriate.
Before external outreach
- Read the full draft and remove unsupported claims.
- Keep the ask short enough to evaluate and forward.
- Give the connector a genuine way to decline.
- Avoid sharing sensitive relationship or workspace data.
- Confirm the external channel and recipient yourself.
After outreach
- Update Introd only when an event is confirmed.
- Do not mark a reply, meeting, or outcome based on a plan or assumption.
- Avoid repeated nudges when someone has declined, opted out, or not resolved a previous request.
- Close or archive stale records so the pipeline remains trustworthy.