Choose suitable accounts and relevant people. Review existing customer, colleague and advisor relationships and ask proposed connectors to confirm them. Keep requests and next steps in a shared record with appropriate access.
Supply a concise forwardable note, make refusal simple and assign follow-up. Existing CRM and communication tools may be enough for modest activity.
Manual research can miss paths and become inconsistent. Free network data can be incomplete or stale. Do not scrape or repurpose data without checking source terms and appropriate use.
Compare new connector-confirmed access, completed introductions and time saved. Include setup, security and management effort.
Orbb is relevant when a team needs relationship-led research and operating support. The baseline makes the decision concrete: buy the work and evidence that improve the programme, rather than replacing a functioning simple process for appearance alone.