Your records
Customer interactions, orders, projects and internal decisions leave a record of how your business works. These examples show the kinds of history that may be relevant. Start by describing yours. No exports are needed.
Examples by type of work
Each example follows one piece of work from the first request to the result. The links between those steps are what make a history useful.
When requesting an introduction, mention: which customer requests you keep, how far back the history goes, and whether notes and messages stay linked to each case.
When requesting an introduction, mention: how orders and exceptions are recorded, how much history you keep, and whether messages and outcomes stay linked to the order.
When requesting an introduction, mention: which completed projects you have records for and whether requests, reviews and decisions can be traced to each other.
When requesting an introduction, mention: how internal issues are tracked, whether discussions and actions stay linked, and how far back those records go.
The conversations around the work can matter as much as the record itself: customer or supplier emails, internal discussions and team notes that stayed linked to the request, order or project.
These are illustrations, not a list of records that buyers have accepted. Whether specific records fit is established during assessment.
What tends to matter
Usually an established operating business with several years of completed work on record. None of these is a hard requirement; the assessment decides.
The request, the work and the result can be traced to each other, in one system or across a few.
You have kept records consistently over several years, including the unusual cases.
Besides structured fields, there are notes, messages or reports that explain what happened and why.
Before anything else
Customer contracts, supplier agreements and privacy rules can limit what may be included. Some records will need to be excluded or cleaned of personal information.
A specialist partner checks those limits as part of an assessment. Agree the scope and handling of any records before sharing them.
Describe the work you do and the systems you use. A short description is enough to start.