TAP TAP GO
Make roles legible
Explain each person’s responsibility in language a customer can recognise. A job title alone may not tell the visitor whether someone handles implementation, account support or a particular service. Use approved portfolio material and business information to show the person’s relevant contribution. Confirm the profile structure available in your setup rather than assuming a searchable directory or an automatic routing feature exists.
Connect the introduction to a response
Give the visitor a clear way to request the appropriate conversation. Agree how the organisation handles requests that reach the wrong person. The aim is not to hide the wider company behind individual personalities, but to make its expertise easier to approach. Team management can support consistent information while each profile supplies human context. Review routing outcomes to see whether the descriptions actually help customers choose the right starting point.
A hypothetical scene
A prospect initially expects to speak with a salesperson but needs technical onboarding information. The representative’s profile clearly identifies the relevant specialist and contact process. The company makes the introduction with the original context, reducing the need for the prospect to explain the same question again.
Make it practical.
Use this checklist as you read. Checks are not stored.References & further reading
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