In this playbook
Choose the question your first conversations should answer
A finished product is not the only useful starting point. You may need to learn which people experience the problem, whether it matters enough to address, or which part of your offer is unclear. Choose one question before collecting names.
Write the circumstance, the responsibility and what would make a conversation useful. If the audience is still uncertain, compare two plausible groups. A title or a large company logo alone does not establish need.
Make the first offer concrete
Describe the job, the output and the conditions under which you can deliver it. A software team might support one workflow; a consultant might assess one process; a service provider might solve a defined problem at a suitable site.
Show honest proof you can share. Explain the work a buyer can inspect and what it demonstrates. If you are starting without customers, show your own process or work rather than inventing testimonials or commercial results.
Ask about the work people actually do
Ask someone to describe a recent occurrence, the current workaround and what they have already tried. Learn who else is involved. Listen for a consequence they can explain, and keep their statement separate from your interpretation.
Do not turn a compliment into demand. A useful next step might be another role joining the conversation, an assessment or a scoped pilot. Agree that step rather than assuming interest means a purchase.
Use a small learning loop
Keep a short record of the situation, current approach, unknowns and next decision. Compare people with similar circumstances. If the need repeats, test a bounded offer; if the buyer or problem remains unclear, refine the next question.
The purpose is to make the next action more informed. A larger list does not resolve an unclear offer, and a meeting is distinct from a sale.
Put the plan into practice
Kite is an introductions platform. It gets you into phone or video meetings with qualified people who have a reason to do business with you. You can choose to let Kite learn about your business and recommend the ideal profiles and locations to pursue. Kite takes care of getting the meetings booked.
Bring the goal and context into Kite. Decide the required fit and useful next conversation, then review the plan and settings before starting work.
Work through the detailed University guide