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How-to — task-oriented recipe.
Workflow Guide 5: Portfolio & Community Management

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How to strengthen key relationships using connection filters

[Last Updated] March 2025 [Object Tags] Portfolio Management, Community Engagement, Relationship Strengthening, Executive Networks, Tag Management

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Overview

Identify and prioritize engagement with key community members, portfolio connections, and executive networks using tag combinations and connection analysis. This workflow (only on New Lists) combines multi-select dropdown filtering with relationship scoring to maintain strategic relationships.

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Steps

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Scenario 1: Target high-value founder community members

  1. Open your people list.
  2. Click Filters → + Add condition.
  3. Tags → has all of → Select “Serial Founder” AND “AI Founder”
  4. Sort by → Last Contact → Oldest first
  5. Add secondary sort: Connections → Score → High to low
  6. Click Apply.

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Scenario 2: Identify engineering executives in partner networks

  1. Create a new filter:
  2. Job Title → **has any of **→ Engineering AND Job Title → contains → Executive (or use OR with “CTO”, “VP Engineering”) **AND Connections → **All Connections → has any of → Select your 2 partners
  3. Sort by → Connections → Score → High to low
  4. Click Apply.

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Scenario 3: Prioritize portfolio company relationships

  1. Filter for portfolio engagement:
  2. Tags → has any of → Portfolio Company AND Last Contact → is not within the last → 2 months
  3. Sort by → Investment Stage → First to last
  4. Add secondary sort: Last Contact → Oldest first
  5. Click Apply.

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Expected Outcome

  • Scenario 1: Founders with both “Serial” and “AI” tags, prioritized by staleness and relationship strength
  • Scenario 2: Engineering executives connected to your partners, ranked by relationship strength
  • Scenario 3: Portfolio companies needing re-engagement, prioritized by investment stage and staleness

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Tips/Warnings

  • Use has all of when entities must have ALL selected tags (AND logic within the field).
  • Use has any of when entities need ANY of the selected tags (OR logic within the field).
  • Job Title text searches are case-insensitive but require partial word-level matching.
  • Create consistent Tag taxonomy across your team for reliable filtering.
  • **Connections → **All Connections shows all relationships, not just the strongest ones.