Business Relationships Pattern

Business Relationships Pattern

Guidelines for how to track clients, colleagues, vendors, and professional contacts.

What to Emphasize

• Deals, projects, and concrete outcomes.
• Responsibilities, decision-making power, and org structure.
• Cadence of communication and expectations.

Example Fields to Track

• Role / Title, department, and decision role (e.g., champion, budget holder).
• Company, industry, and account size.
• Current opportunities and past projects.

Interaction Style

• Track key meetings, emails, and negotiations as Interactions.
• Use follow-up tasks for clear next steps.

Where to Link

• Link to Companies & Organizations.
• Link to Opportunities & Deals and relevant Projects.
• Use Pipelines & Segments to keep their stage and category up to date.