Partner Relationship Scoring

This drill builds a scoring system that ranks your connectors (advisors, angels, partners, customers) by their actual value as warm intro sources. It prevents wasted time on low-yield relationships and focuses attention on connectors who reliably produce meetings.

Input

• Attio records for all connectors with intro request history
• PostHog tracking for warm intro events (requests, intros, meetings, deals)
• At least 8 weeks of intro data across 5+ connectors

Steps

1. Define the scoring dimensions

Score each connector on 5 dimensions (each 1-10 scale, 50 max):

Response Rate (1-10): What percentage of intro requests does this connector act on?

• 10: >80% of requests result in an intro
• 7: 50-80%
• 4: 20-50%
• 1: <20%

Intro Quality (1-10): What percentage of intros convert to meetings?

• 10: >75% of intros convert to meetings
• 7: 50-75%
• 4: 25-50%
• 1: <25%

Deal Conversion (1-10): What percentage of meetings from this connector's intros advance past discovery?

• 10: >60% advance to proposal
• 7: 40-60%
• 4: 20-40%
• 1: <20%

Response Speed (1-10): How quickly does the connector make the intro after being asked?

• 10: Within 24 hours
• 7: 2-3 days
• 4: 4-7 days
• 1: >7 days or needs multiple follow-ups

Volume Capacity (1-10): How many intros can this connector realistically provide per quarter?

• 10: 10+ intros/quarter
• 7: 5-9 intros/quarter
• 4: 2-4 intros/quarter
• 1: 1 intro/quarter

2. Build the scoring automation in n8n

Using the n8n-scheduling fundamental, create a monthly workflow (1st of each month):

1. Query Attio for all connector records with intro activity in the last 90 days
2. For each connector, pull PostHog data:
   • Count of warm_intro_request_sent events where partner_name = connector
   • Count of warm_intro_received events where partner_name = connector
   • Count of meeting_booked events where source = warm_intro and partner_name = connector
   • Count of deal_created events where source = warm_intro and partner_name = connector
   • Average time between warm_intro_request_sent and warm_intro_received for this connector
3. Calculate scores for each dimension using the thresholds above
4. Compute the composite score (sum of 5 dimensions, max 50)
5. Write scores back to Attio connector records using attio-automation

3. Classify connectors into tiers

Based on composite score:

• Tier 1 (40-50): Elite connectors. Prioritize their relationship. Send them the best prospects to introduce. Thank them proactively. Never let an ask sit without follow-up.
• Tier 2 (25-39): Good connectors. Reliable but room to improve. Analyze which dimension is weakest and address it (better ask framing, different prospect types, relationship deepening).
• Tier 3 (10-24): Low-yield connectors. Reduce request frequency. Only ask for their strongest connections. Consider whether the relationship needs investment or should be deprioritized.
• Tier 4 (1-9): Ineffective connectors. Stop sending intro requests. Move relationship to general network nurture only.

4. Configure Attio fields for scoring

Using the attio-contacts fundamental, add these fields to connector records:

• connector_score: Number (0-50) — composite score
• connector_tier: Select (Tier 1 / Tier 2 / Tier 3 / Tier 4)
• score_response_rate: Number (1-10)
• score_intro_quality: Number (1-10)
• score_deal_conversion: Number (1-10)
• score_response_speed: Number (1-10)
• score_volume_capacity: Number (1-10)
• last_scored_date: Date
• score_trend: Select (Improving / Stable / Declining)

5. Build trend detection

Using the posthog-custom-events fundamental, log each monthly scoring as a connector_scored event with all dimension scores. Over time, this shows:

• Which connectors are improving (invest more)
• Which connectors are declining (investigate why — relationship cooling, job change, network fatigue)
• Seasonal patterns (some connectors are more active in certain quarters)

Compare current month score to 3-month average. If the score dropped >20%, mark the connector as "Declining" and flag for investigation.

6. Generate monthly portfolio report

Using the attio-notes fundamental, create a monthly note on your master partnerships record:

## Connector Portfolio Report — {month}

**Active connectors**: {count}
**Tier 1**: {count} ({names})
**Tier 2**: {count}
**Tier 3**: {count}
**Tier 4**: {count} (recommended for removal)

### Score changes
- {connector} improved from {old_score} to {new_score} (moved from Tier 3 to Tier 2)
- {connector} declined from {old_score} to {new_score} — investigate

### Pipeline from connectors this month
- Total intros: {count}
- Total meetings: {count}
- Total deals created: {count}
- Estimated pipeline value: ${amount}

### Recommended actions
1. Promote {connector} to Tier 1 outreach cadence
2. Reduce asks to {connector} (declining scores)
3. Recruit new connectors in {industry} (gap in current portfolio)

Output

• Scored and tiered connector records in Attio
• Monthly scoring automation via n8n
• Trend detection for relationship health
• Monthly portfolio report with actionable recommendations
• Data feed for the autonomous-optimization drill to optimize connector selection and ask strategies

Triggers

Run the full scoring once at the start of Durable level to establish baselines. Scoring automation runs monthly. Portfolio report generates on the 1st of each month.