Lead with the shared question

The connected identity model brings documents, videos and portfolio material close to the introduction. When a conversation reveals a common question, offer the resource that helps with it. Do not force a commercial next step into every exchange. A useful resource can demonstrate your approach while giving the other person something they can apply or discuss with colleagues.

Keep the resource appropriate to the relationship

Explain what it covers and whether it is public, illustrative or specific to a particular context. Avoid sharing confidential project material to make an introduction feel more valuable. If the recipient asks for further discussion, build from that expressed interest. The profile should help people discover useful work and maintain a route back to you, not turn every act of helpfulness into an assumed buying commitment.

Imagine this

Hypothetical scenario

A hypothetical founder shares a public workflow checklist after discussing a common operational challenge. The recipient uses it to frame a team conversation and later returns with a more specific question. The original exchange remains a helpful professional interaction rather than a disguised order request.

Make it practical.

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

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