Turn the Introduction into a useful conversation

Prepare for the agreed next step, use the handoff context and carry the business relationship forward.

Before you begin#

Access to your Kite workspace. Keep your objective in plain language.

Follow the steps#

1. Read the handoff before contacting the person. Review what was said, the agreed purpose and any commitments already made. Keep the relationship consistent with that conversation.
2. Prepare a short conversation brief. Record the person’s role, company, relevant problem or objective, qualification facts, open questions and the next step. Separate evidence from assumptions.
3. Confirm the logistics. For a booked meeting, check the time, timezone, attendees and phone/video details. For a direct handoff, use the contact route and timing the person agreed to.
4. Use the conversation to understand the business decision. Ask about the situation, constraints and what a useful next step would look like. Do not assume the qualified person has already agreed to buy or invest.
5. Handle proposals and business decisions yourself. Pricing exceptions, diligence, agreements and delivery commitments belong to your business process. Ask your agent to prepare questions or a draft, then review it before use.
6. Record the real outcome. Keep notes and next steps in the workspace where supported or your own process. Separate the Introduction already delivered from any later sale, partnership or investment result.

Enlarge image

Review your Introduction

Open full-size image Open full-size image

What you should see#

You should arrive prepared and know what the person expects. Kite creates the relationship and supplies context; you and your team continue the commercial conversation. A separate CRM is optional.

If something is missing#

If a meeting detail conflicts with the conversation, clarify the logistics through the trusted route before relying on it. If the person withdraws interest, reflect that change instead of keeping a success assumption. If commercial terms are unresolved, prepare the decision for the business owner. Never add claims to a proposal just because an agent thinks they will help.

Work with your agent#

Use the task below to prepare a useful next step. Give your agent current University guidance and only the business information it needs. Ask it to separate facts, assumptions and decisions that need your answer. If its tools cannot read something, the answer is unknown.

Prepare a pre-conversation brief from this Introduction’s actual handoff and conversation. Include who they are, why they want to talk, agreed purpose, required criteria with evidence, unresolved questions, meeting or contact logistics and three useful questions. Do not invent commitments or contact the person. Give me a concise draft to review.

Prepare guidance only. Do not change settings, create or start work, connect accounts, send messages, enroll contacts or spend money. Use current tool discovery; never invent capabilities or record IDs. Show missing evidence and the next step for me to review in Kite.

Check your next step#

I understand what was agreed. Complete the readiness notes below, then use your Kite workspace to confirm what is actually saved. Checking a box here does not change your account.