Step 1: List potential introductions

  1. List all the people who can introduce you to potential prospects (Linked to column)
  2. For each “Linked to”, list all the potential prospects you’d like to be introduced to

Step 2: List potential referrals

  1. List all prospects who can refer you to potential prospects (Linked to column)
  2. For each “Linked to”, list all the potential prospects you’d like to be introduced to