Identify the target individual via a name and an email. The email is really all one needs to begin.
Enlarge understanding of individuals through enrichment of the email. Enrich the email with hundreds of additional bits of data from various APIs, such as PIPL, Full Contact API, and various OSINT (open source intelligence) providers. Spiderfoot HX is excellent for this.
Analyst(s) reads through every bit of publicly available information found on social links about the individual and writes insights. Analyst also identifies community surrounding the target (Audiense.com is excellent for this, particularly when one finds that all social handles are the same across various social channels).
Use snippets of text posted by the individual online for personality assessment using Crystal Knows and other text analysis solutions.
Warm pathways of introduction discovered via Relationship Science software. This is important as the means for discovering the correct “warm introducers”.
Create dossiers for each individual close to the target. Create a master dossier about the target.
Socially engineer contexts through which one meets the “warm introducers” and, eventually, the target. This is strategy and this is also relationship design.
Introduced to individuals close to the target. Participate in mutual activities “in-the-flesh” with individuals close to the target, endearing self with these warm introducers.
Warmly introduced to the target by those close to the target…after some time of endearment with the introducers (can be 6-9 months or longer…no rushing this).
Participate in mutual activities “in-the-flesh” with the target, endearing self with the target. Go slow.
Pursue desired outcomes via the target.
Celebrate achieved outcomes.