Qualify a received introduction
Assesses an inbound referral at the moment it arrives — fit against the target profile, likely need, and whether to advance it as a live lead.
In / outIntroduction message + referral details + target-profile criteria → fit assessment + next-step decision
You might say…
“Not every referral is a good referral — I needed a way to say 'not right now' to an introduction without offending either party.”
What it does
Assesses an inbound referral once it arrives — fit against the target profile, likely need, and whether to advance it as a lead. Used at the moment the introduction lands to decide handling and next contact.
Trigger: Use when an introduction lands to decide whether to advance it, park it, or decline gracefully.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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