When it comes to cultivating potential clients or customers, sometimes the toughest step is just getting in the door! Wealthy people especially are being solicited from all directions, and if this is someone important, and you want to stand out from the crowd, you need that connection you make to be a good one.
The Inner Circle is designed to keep you from missing out on warm introductions by highlighting when one of your leads is connected to a friend of your organization. You’ll use these to identify individuals with whom special cultivation efforts can be made!
- Note: For more information see the Connections Video.
This article will cover:
- Who are my Inner Circle members?
- How It Works
- Adding People to Your List
- Timing is Crucial
Who are my Inner Circle members?
Your Inner Circle is a list of close allies (e.g. board members, long term advocates, former colleagues) who you would feel comfortable calling up on the phone and asking them to reach out on your behalf:
“Hey Sarah, it looks like you sit on the same board as somebody I want to cultivate. Would you be willing to reach out to them and then introduce me?”
An Inner Circle member would agree to help and then speak very highly of you.
How It Works
The Inner Circle feature cross references the members of your list against the clients/customers you are researching. In other words, if a profile that you’ve searched for or screened is tying to the Inner Circle list, a Badge at the top of the page will be in green, indicating that fact.
- Note: For more on Badges, check out the Profile Structure Guide.
The profile is for a person you added to your list, identifying them as a close ally.
The profile has a high-level connection to a member of your Inner Circle list. This typically indicates a fellow board member or immediate familial relationship. Now that you’re aware you and your lead know someone in common, you can take advantage of that fact!
- Note: If there's an IC Match, then you can find out which member of your Inner Circle they know by going to the Connections section of the profile.
Adding People to Your List
There are a number of ways you can add people to your Inner Circle list! Let’s break them down:
Step 1: Open their profile and make sure it’s been Saved to My Profiles.
Step 2: Look to the Badges at the top of the page.
Step 3: Click on the IC Badge.
If you wish to save time you can also add multiple people to your Inner Circle list at all once:
Step 1: Enter your people into the Inner Circle template.
- Note: As long as you use the proper template, the computer will recognize that it isn’t a screening and not subtract any of your credits.
Step 2a: Send the file in using the Batch Upload.
- Note: This function is still being worked on in WE9, so it may take up to a week to process!
Step 2b: If you can't wait, then log into our old platform (8.20) and submit both your Inner Circle and your actual screening file there instead.
Timing is Crucial.
Make sure that you set up your Inner Circle members before you begin doing any significant work in the WE Platform! The lists only work going forward, which means that anyone you searched for or screened prior will not see the benefits of this feature.