Start with the general question

When seeking another professional’s perspective, use the profile to explain your own role and the broad issue. Share public or appropriately anonymised context first. Tap Tap Go’s resource layers can provide background, but they should not become a shortcut around the permissions needed for confidential material.

Agree the appropriate next step

Clarify whether the conversation is informal, exploratory or a proposed professional engagement. Ask what information is actually required and use a suitable process for anything sensitive. A well-prepared profile can help establish the right connection while preserving the boundary between introduction and detailed case review.

Imagine this

Hypothetical scenario

A hypothetical project lead seeks a second perspective on a workflow design. They share a public profile and an abstracted problem description before agreeing how any detailed project material should be reviewed.

Make it practical.

Use this checklist as you read. Checks are not stored.

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