The founder needs you. Their advisor knows it first.

01 / The moment

The need shows up in someone else's meeting.

Sam meets Avery at an advisor roundtable. Avery mentions a founder who keeps asking who should own the finance decisions. It is a useful conversation, but Sam leaves with only a contact card.

Your referral partners hear the problem before you do.

02 / The missing context

A referral relationship needs maintenance.

Months pass. Sam remembers that Avery had someone in mind, but not the situation or the agreed next step. Asking for any leads would put the work of remembering back on Avery.

Make it easier for the person willing to introduce you.

03 / A different way

Remember the advisor as well as the opportunity.

After their next handshake, Sam keeps Avery's stated focus and the promise to reconnect in ConnectQR. A Pro briefing recalls the notes before coffee, including what Avery wanted help with in return.

Met at

Advisor roundtable

Focused on

A founder looking for finance leadership

The promise

Reconnect after the accountant's next founder meeting

Relationship memory includes the people who refer, too.

04 / The warm introduction

Let the advisor explain the fit.

When Avery is ready, they can propose an introduction between Sam and Jules. Each sees the context and chooses whether to accept. Sam arrives through someone Jules already knows.

Avery · Accountant → Jules · Founder
Both people choose whether to accept.

Double opt-in gives both people a choice about the next conversation.

05 / Your next possibility

Build a circle that remembers what you do.

Sam now has a way to preserve conversations with accountants, founders, and other fractional leaders. He can track introduction outcomes without turning every coffee into a request for business.

Keep the next relationship around your expertise alive.