One tip on how to organize your target list to avoid getting referrals you cannot use. If someone opens up their book, the last thing you want to tell them is that you already have a contact. So here’s a way to set expectations.
Organize the list into 3 categories:
1. Need connections – in all departments
2. Currently connected – but need contacts in targeted department
3. Currently connected in department
For #2 and #3, I listed who I met. So if someone could offer me a higher connection (e.g. their SVP trumps my VP) or within my targeted department.