Daily Triad Introduction — connect two people in your network who share the same ideal client but have adjacent offers. Part of the Strategy Sprint Method by Simon Severino.

The Triad — Daily Introduction Ritual

The rule: One email introduction every day before lunch. The principle: Connect two people who sell to the SAME ideal client but have ADJACENT (non-competing) offers. Example: both sell to food franchises — one does accounting, the other builds websites. They're not competitors. They're force multipliers for each other. Why it works: You become the connector. Both people remember you as the one who made their best partnership happen. Triads compound — each introduction generates referrals, goodwill, and deal flow back to you.

Step 1 — Set the Date and Load Environment

TODAY = current date (YYYY-MM-DD)
VAULT = /Users/Simon/Library/CloudStorage/GoogleDrive-severino@strategysprints.com/Shared drives/Team Sprints/TEAM Strategy Sprints/1 Operations/Obsidian Vault/SimVault26
PEOPLE_DIR = $VAULT/05 People

Read ~/.claude/.env for environment variables (do NOT log or display secrets).

Step 2 — Load the Network (Two Sources)

2a. Notion Partners Database (primary source)

• Database ID: d054a72a98374b688549ca6a5454fdf5
• Data source ID: 25a4b23f-602a-48ce-8ad3-d7a23da9164c
• Search using notion-search with data_source_url collection://25a4b23f-602a-48ce-8ad3-d7a23da9164c
• Fetch each partner page to get: Name, Email, ICP, Superpower, Notes, Collab, Done JV, Next JV, Introduced To, Intro Date, Intro Status
• Partners with ICP and Superpower fields filled in are highest-quality matches
• Duplicate prevention: Check Introduced To field on every partner — if Person A's Introduced To already contains Person B's name, skip this pair

2b. Obsidian People Folder (enrichment)

Read all .md files in $PEOPLE_DIR (skip subfolders: _Archive, _NoteCompanion, _Templates, Excalidraw, Granola*, ⚡️Ideas).

For each person file, extract:

• name (from frontmatter)
• email (from frontmatter)
• company (from frontmatter)
• role (from frontmatter)
• tags (from frontmatter)
• relationship (from frontmatter)
• Expertise section (bullet points)
• Who They Are section (paragraph)
• Current Focus section
• Introduction Value section (who they connect well with)

2c. Merge & Deduplicate

Merge both sources by name. If a person exists in both Notion Partners AND Obsidian, combine their data (Notion ICP/Superpower + Obsidian expertise/tags/Introduction Value).

Filter out people who:

• Have no email address
• Have relationship: Active Client (don't intro clients without explicit intent)
• Have empty Expertise AND empty "Who They Are" sections AND empty Superpower (not enough info to match)

Step 3 — Enrich with Recent Signals

Gather fresh context in parallel:

3a. Gmail — Recent Conversations

Use gmail_search_messages with query: newer_than:30d to find people Simon has recently emailed. Cross-reference with the People list to identify who is "warm" right now.

3b. Calendar — Recent and Upcoming Meetings

Use gcal_list_events for the past 14 days and next 7 days. Extract attendee names. People Simon has recently met or is about to meet are prime triad candidates — the introduction feels natural ("I just spoke with [Name] and immediately thought of you").

3c. Introduction Value Links

Parse ## Introduction Value sections for existing wikilinks ([[Person Name]]). These are pre-identified matches Simon has already flagged — prioritise these.

Step 4 — Find the Best Triad Match

Score potential pairs using this priority system:

Priority 1: Pre-Flagged Matches (Introduction Value section)

If Person A's "Introduction Value" mentions Person B (or vice versa), AND this pair has not been introduced before → this is the top pick.

Priority 2: Same ICP, Adjacent Offers

Compare each pair's tags, expertise, ICP field, and Superpower:

• Same ICP signal: Overlapping tags, similar ICP fields, same type of client described
• Adjacent offer signal: Different Superpowers, different roles, different companies, non-competing services
• Bonus: Both are "warm" (recent email or calendar interaction)

Priority 3: Warm + Complementary

If no strong ICP overlap found, match people who are both warm (recent contact) and have complementary skills that could lead to collaboration.

Disqualify:

• Same company
• Already introduced (Introduced To field contains the other person's name)
• Both have identical offers (competitors, not adjacent)
• Either person has no email

Select the single best pair for today.

Step 5 — Draft the Introduction Email

Create a Gmail draft using gmail_create_draft:

To: Both people's email addresses (comma-separated) Subject: Intro: [Person A First Name] ↔ [Person B First Name]

Body template:

Hi [Person A First Name], hi [Person B First Name],

I want to connect you two — I think there's a natural fit.

[Person A First Name] — [one sentence: what Person B does and why it's relevant to Person A's world]

[Person B First Name] — [one sentence: what Person A does and why it's relevant to Person B's world]

You both [the shared ICP or shared context — e.g., "work with B2B SaaS founders" or "help agencies scale"]. Different angles, same client. That's usually where the best partnerships start.

I'll let you two take it from here.

Best,
Simon

Rules for the draft:

• Under 100 words
• No fluff, no over-explaining
• Specific about WHY these two should talk
• Reference the shared ideal client explicitly
• If there's a recent trigger (calendar, email), mention it: "I just spoke with [Name] yesterday and thought of you"
• Warm, direct, no formality

Step 6 — Update Partners Database (Notion)

Update BOTH partner rows in the Partners database using notion-update-page:

For Person A's row:

For Person B's row:

If either person does not yet exist in the Partners database, create a new row using notion-create-pages with all available data (Name, Email, Superpower, ICP, Introduced To, Intro Date, Intro Status).

Step 7 — Update Obsidian (Optional Enrichment)

If either person's file has an empty or *TBD* Introduction Value section, update it with the match:

## Introduction Value
- Connects well with: [[Person B]] (shared ICP: [description], adjacent offers)

This enriches the network graph for future triad matching.

Step 8 — Report to Simon

Output a brief summary:

TRIAD — [TODAY]

Introducing: [Person A] ↔ [Person B]
Shared ICP: [who they both serve]
Adjacent offers: [Person A: X] + [Person B: Y]
Trigger: [why today — recent meeting, warm contact, pre-flagged]

Gmail draft created. Review and send before lunch.

Total introductions made: [count partners with non-empty Introduced To]

Automation (launchd)

To run daily at 08:30 (before lunch, after /morning briefing):

# Create plist: ~/Library/LaunchAgents/com.strategysprints.triad.plist
# Schedule: Daily 08:30
# Command: /Users/Simon/.local/bin/claude -p "/triad"
# Logs: /tmp/triad.log