Mark Sullivan
😴Dormant· 2025 study delivered; refers overflow occasionallyWarmpast-clientreferral-sourceManaging Director · Harborview Risk Advisors
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Relationship Intelligence
How we're connected and how strong it is
- How we met / origin: Referral from a former carrier colleague for the 2025 market-entry study.
- Strength rationale: Happy past client; sends a referral every couple of quarters.
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Business Context
What's going on in their world that matters to us
- His world: Marine & logistics risk consulting; adjacent, rarely overlapping.
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Engagement Strategy
The plan for moving this relationship forward
- Keep-warm: Semi-annual lunch when in Southern California.
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Notes
Nothing here yet.
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Interaction Log
＋ Log interaction
- 2026-03-01— Email
Mark referred a marine-cargo analytics startup looking for GTM help — passed (out of scope) but connected them to a better-fit consultant. Goodwill maintained.