Stage 1

How mutual connections really know your buyer

Stage 1 reads work histories to learn how a mutual connection knows your buyer, so it asks the person with a real tie first.

Kevin French
· 3 min read

A mutual connection on LinkedIn tells you almost nothing. Two people can be connected for years and never have spoken. Ask the wrong one for an intro and you spend a favor to get a polite no.

Stage 1 now works out how each mutual connection knows your buyer, from where they've both worked.

Three ties that count

For every person on a buying committee, Stage 1 finds your mutual connections and reads their work history next to the buyer's. It looks for three ties.

An insider works at the account right now. They sit inside the company your buyer runs and know how decisions get made there.

A teammate works at your own firm. The intro comes from inside your house.

A past colleague worked at the same company as your buyer, at the same time, for at least three months. They shared a room, and your buyer remembers that.

Each tie shows on the path in plain words. Worked with Marcus at Ironbridge Freight. Works at Pinecrest Mutual. Your colleague.

How it reads the history

Stage 1 matches companies by LinkedIn's company record when both profiles have one, and by name when they don't. It strips suffixes like Inc and LLC, so Ironbridge Freight and Ironbridge Freight LLC count as the same place.

For each person, it reads the work history of the top five mutual connections. Each profile is read once and kept, and lookups run inside a daily cap. This needs LinkedIn Premium or Sales Navigator. The free plan gets cut off from search within days.

Headlines are the fallback

When there's no work history to read, Stage 1 falls back to the headline. A headline that names the account marks an insider. One that names your firm marks a teammate. That's all a headline can tell it. A past colleague only shows up from the history.

A mutual with no tie at all still shows, labeled Connected to both of you. It starts at the bottom of the list.

The tie shapes the ask

Stage 1 scores every path, and a tie lifts the score. A teammate or a past colleague outranks a stranger in common. Tell it how well you know each person, Well, A bit or Barely, and it reranks.

The tie goes into the ask. When the connector is a past colleague of the buyer, the note to them says so.

Jordan, you know Marcus Lee, Director of Data Engineering at Brightwater Logistics, from your time at Ironbridge Freight. There's a specific reason I'd like 20 minutes with Marcus.

That line does the work. The connector doesn't have to wonder why you picked them. And when they answer, Stage 1 reads the reply. A yes brings the drafted introduction for them to send. A no sends your opener direct, without their name in it.

Where you see it

Open an account on the Board and look under Who to thread, and the way in. Each person shows their paths, best first, with the tie, a strength of Strong, Good or Weak, and the ask Stage 1 will send. Warm paths in Stage 1 covers the whole flow, and asking a former colleague for an intro covers the human side.

Why it matters for services

A $300K engagement is a bet on people. The buyer wants to hear about you from someone they trust. A past colleague of the buyer has that trust already. A shared connection with a good headline doesn't. Weak ties are where intros come from, but only when the tie is real.

Stage 1 asks the person with the real tie first. That's the intro that gets made.

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