Conflict - O2

Understand the project

Recognize what information the client is looking to gain, and from whom

Confirm if the expert has any potential conflicts with the client/end client or the target

Use your understanding to evaluate expert pools

Assess what insight the client is looking to receive, and the topics they're interested in

Use your understanding to evaluate discussion topics

When in doubt - pause and confirm

Assessing Discussion Topics

Be proactive in evaluating how the expert's position connects to the larger discussion to ensure the client is not asking for 1) confidential information or 2) current company information

Identifying Information

Prior to outreach, define the project type, record the relevant information, and identify any knowledge gaps that can impact the accuracy or safety of delivery

Assessing Expert Pools

Compare company offerings and industry positioning between the target, client, expert, and any other player to determine if there are any concerning conflicts Tip: If you're not sure - utilize DeliveryGPT for additional assistance in clearing potential conflicts