Affinity gives relationship-led deal teams a place to see people, organisations, lists, and the history behind a deal. Strawberry helps with the work around that record: investigate the account in the browser, turn scattered context into a usable brief, and prepare the next move while the relevant tabs are still open.
Use it to make a relationship review, an introduction plan, or a pipeline preparation pass more concrete. The decision stays with the person who knows the relationship.
01
Prepare for a relationship conversation with the evidence in one place.
A contact record is useful, but it rarely tells the full story by itself.
Before an important call, you may need to understand the firm’s latest news, the last meeting, the people around the deal, and the question you still need answered.
Strawberry can use the Affinity page and the browser context you have open to assemble that preparation into a compact brief. Ask for facts, open questions, and a recommended conversation plan, rather than a generic account summary.
02
Make a list review end with decisions, not more tabs.
A list can show which companies or people belong in a process.
The harder work is deciding where to spend time, which relationship may create a path, and what needs to be learned before a team calls something a priority.
Use Strawberry to research the items you are reviewing and return a decision-ready view. It can distinguish what is visible in the record from what it found in the pages you provided, so the team can discuss the judgment rather than reassemble the evidence.
03
Turn relationship history into a considered next move.
A follow-up is easy to delay when the context sits across a profile, old notes, email, and a dozen tabs. It is also easy to write the wrong one when you have forgotten what the relationship actually needs.
Strawberry can gather the relevant context and prepare a follow-up outline or draft for your review. A good request specifies the relationship goal, the tone, and the facts that must not be overstated.
04
Give recurring reviews a repeatable shape.
Weekly pipeline and relationship reviews become inconsistent when everyone arrives with a different amount of preparation. A short repeatable request gives the team a shared standard: inspect the chosen records, collect current signals, name blockers, and identify the decisions that need an owner.
Make the Friday Affinity relationship pass a saved skill. Each week, it should turn the selected firms, recent interactions, and public signals into a review pack that names warm paths, stale threads, and owner decisions. It can surface a possible next move, but it must not decide which relationship is worth pursuing.
With Affinity connected, Strawberry can work from the context you provide for a review, such as the Affinity page, relevant browser tabs, and supporting documents. Start with research and preparation work where the output is easy to inspect.
Do not assume record changes are part of a workflow. Strawberry can prepare the research, field recommendations, and review notes needed to update a record; keep approval enabled for any consequential change.
It can help prepare a relationship brief from the Affinity context and the sources you open, including the people, prior interactions, and questions that need a human decision. It should not invent a relationship or claim a connection that the evidence does not support.
Yes. Strawberry can use relevant browser and connected-app context around an Affinity review, such as an open email thread, meeting notes, or a company website. Connect only the tools needed for the work at hand.
Yes. Use the saved Friday relationship pass for the selected records, then review the warm paths, stale conversations, and recommended owners together. Keep Affinity edits and outreach outside the pass until a person has checked the relationship context.
Connect the specific Affinity account you need and approve only the requested access. Review permissions when you set up a workflow, and keep human approval for actions that could change data or affect a relationship.
Affinity Strawberry