Capture target person and account, business purpose, proposed connector, evidence, approval status, owner and next step. Use stable identities so the same request does not appear in several forms.
Customer requests should involve the customer relationship owner; partner requests should involve the partner manager. Executive and investor paths may require leadership judgement. Internal employee asks can follow the programme's agreed participation rules.
Provide editable notes, appropriate reminders and a clear recipient response process. Allow declines and corrections to stop future duplicate asks. Coordinate with outbound and active deals.
Report requests, approvals, delivered introductions, held qualified meetings and accepted opportunities by source. Review connector concentration and internal time.
Orbb can support research and ongoing coordination. Check the actual service scope and approval flow in your engagement. Scale only where the quality and willingness exist; automation should not turn weak relationship hypotheses into a large campaign of unsuitable requests.