Choose the evidence for the conversation

Select approved projects and resources that answer the recipient’s likely question. A large archive may contain irrelevant, outdated or restricted material. Tap Tap Go’s portfolio and document features can provide a clear public layer rather than acting as a mirror of every internal folder.

Keep deeper access purposeful

If the conversation requires additional material, identify what is relevant and use the appropriate sharing route. Avoid granting broad access simply because the recipient is interested in one project. A focused profile can make the work easier to assess while preserving context and control over the rest of the archive.

Imagine this

Hypothetical scenario

A hypothetical consultancy features three approved project accounts publicly. When a prospect needs more detail about one method, the team shares a relevant additional resource through the appropriate process rather than opening its full internal library.

Make it practical.

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

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