• To obtain information about a project through its various contacts. This helps us to manage the project and contacts better, and
to determine whether we want to pursue the project past this initial phase.
Intent:
On-going process; you learn more about someone over repeated contact in building the relationship than in
your initial meeting. Always be prepared to capture contact details in the contact database under their ID. A
platform of questions and answers need to be framed so that certain search details can be sought out. There are
certain frameworks of information that need to be established to set up cross sections of searches on your contacts
to find all those of like kind. In doing so it assists in further detailing and developing an agenda later in the
process (it would be a separate agenda in a separate milestone).
Benefit:
On-going relationships reveal certain facts about a contact over time. Re-occurring communications,
matched to internal personnel, offer the opportunity to do continued research about the contact. Information on
individuals can over time reveal a lot about the nature of the type of interaction that works best with an
individual. Categorized details give even a passive employee insights that can assist in any interaction.
Examples: Capturing information like hobbies, occupation as a commercial builder, etc. Information and
details like this must be gathered to move the relationship to a higher level.
Definition
Any information that helps relate to the contact, ongoing as individuals. The process of collecting
personal, business, or preferences about a contact with a mindset of servicing them better.