1. Keep Payment Proof Attached
Intake should stay tied to the verified transfer so startup never detaches from the commercial proof.
Open Partner Intro Payment ProofWarm intro intake page
After handoff is clean, collect only the minimum warm-intro inputs that keep the paid first step moving.
This page is for the moment after payment proof, owner, and visibility are already clear. The remaining risk is loose startup intake. Keep the paid first step visible, ask only for the bottleneck, desired outcome, relevant links, and decision owner, then route into a fuller brief only if the first step genuinely needs it.
- 6 minimum inputs
- 1 owner and boundary visible
- 0 rediscovery loops needed
Intro Intake Map
Use one sequence from clean handoff packet to a start-ready intake.
2. Reuse The Handoff Decisions
Owner, visibility, and the communication boundary should already be decided before intake starts collecting project inputs.
Open Partner Intro Handoff Open Partner Intro Model3. Capture The Main Bottleneck
Ask for the one bottleneck this first paid step is supposed to remove before optional ideas start widening the work.
4. Capture The Desired Outcome
Define the first visible shift the buyer wants from this step so execution has a concrete operating target.
5. Collect Only Relevant Links
Ask for only the pages, docs, screenshots, and assets needed for this first step instead of every artifact in the account.
6. Choose Brief Depth Intentionally
If the first step is obvious, move into kickoff. If constraints, stakeholders, or dependencies are still fuzzy, escalate to a fuller brief once.
Open Partner Intro Brief Open Partner Intro KickoffMinimum Inputs
These are usually enough to start a paid warm-intro first step cleanly.
Tx Hash
Keep the confirmed transfer attached to intake so the startup packet always points back to a real paid event.
Approved First Step
Name the exact first step that was bought so intake does not quietly mutate into a wider discovery project.
Main Bottleneck
Ask for the single visible problem that should improve first once work starts.
Desired Outcome
Describe the concrete shift the buyer wants from this first step, not a generic long-term vision statement.
Relevant Links
Capture only the assets that help execute this paid step now: live pages, docs, screenshots, repos, or recordings.
Decision Owner And Boundary
Keep one person accountable for quick answers and make it clear whether replies stay partner-led, shared, or direct.
Copyable Intake
Send this when the warm-intro buyer asks what you need next.
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Partner Intro Intake
1. tx hash or receipt link 2. the exact first paid step we are starting with 3. the main bottleneck to remove first 4. the concrete outcome you want from this step 5. only the links, docs, screenshots, or assets needed now 6. who owns questions and whether replies stay partner-led or shared |
Escalation Rules
Use more depth only when the first step actually needs it.
Use Intro Intake
Use this page when payment, owner, and visibility are already clear and the remaining job is the lightest startup packet.
Use Intro Brief
Route to the intro brief page when stakeholders, dependencies, or delivery constraints genuinely need one deeper pass.
Open Partner Intro BriefUse Generic Intake
If the project is no longer warm-intro specific, switch to the broader intake page instead of carrying partner-specific logic.
Open Intake BoardUse Intro Model
If owner, payer, or visibility is still fuzzy, solve that first so intake does not try to compensate for a messy handoff.
Open Partner Intro ModelUse Intro Kickoff
Once the inputs are gathered, route directly into the warm-intro kickoff path instead of creating another admin layer.
Open Partner Intro KickoffUse Partner Intro Activation
If the blocker is still commercial status, payout logic, or live partner operating control, move back into activation first.
Open Partner Intro ActivationDo Not Do This
Most warm-intro intake drag comes from collecting the wrong kind of detail.
Do Not Restart Discovery
The buyer already bought a narrow first step. Intake should not become a fresh strategy workshop.
Do Not Ask For Every Asset
Pull only the material needed for this step or the intake packet becomes another sorting problem.
Do Not Lose The Paid Scope
Keep the approved first step visible inside intake so kickoff does not expand into adjacent work by accident.
Do Not Blur Owner And Visibility
If nobody knows who answers or whether communication stays partner-led, intake will not save the start from drift.
Best Next Routes
Route to the page that removes the last startup blocker fastest.
Need Payment Proof First
If the transfer still is not verifiable, close the proof loop before gathering startup inputs.
Open Partner Intro Payment ProofNeed Handoff Packet First
If owner, visibility, or the communication boundary is still fuzzy, route back to the intro handoff page first.
Open Partner Intro HandoffNeed Generic Intake
If this is not really a partner-intro workflow anymore, switch to the broader intake board for the minimum generic input set.
Open Intake BoardNeed Fuller Brief
If delivery complexity is still too high for minimum intake, run one fuller brief pass before kickoff.
Open Partner Intro BriefReady For Warm-Intro Start
If the inputs are gathered and the paid step is still tight, move directly into the intro kickoff route now.
Open Partner Intro KickoffNeed Broader Partner Control
If the real blocker is activation status or the wider partner operating model, route into the broader partner system.
Open Partner Intro Activation Open Partner Intro ModelWallet
Preferred route: proof attached, owner fixed, intake compressed, kickoff started.
Keep the same wallet-backed commercial trail tied to intake. Once the proof, owner, and minimum inputs are visible, route the warm-intro deal straight into execution.
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Open Payment Page