Give each moment a different purpose

Before a meeting, a Tap Tap Go profile can provide an introduction and relevant background. During the conversation, it can bring a project, document or contact route into view. Afterwards, it can give the recipient a stable place to return. These are related uses of the profile, portfolio and document features, not three separate sales campaigns. The content should help the relationship progress without making the visitor repeat the same discovery work.

Keep the journey consistent

Choose one useful resource for the meeting rather than expecting the recipient to search the full profile while you speak. Afterward, refer to the same resource by its recognisable title. If you update it, preserve enough context that the recipient can identify what changed. Do not assume that a return visit proves buying intent or identifies the visitor. The profile supports continuity; the actual next step still comes from the conversation and the person’s expressed interest.

Imagine this

Hypothetical scenario

A hypothetical founder sends a profile before a collaboration call, opens a relevant project during the discussion and later points to a promised outline on the same destination. The other party can return to the material without searching through several unrelated messages or guessing which document was discussed.

Make it practical.

Use this checklist as you read. Checks are not stored.

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