Mapping Households and Introducers on Paper

CRM fields rarely capture how Thai family businesses and private households actually decide. Siblings, advisors, and long-standing introducers sit between the RM and the account name on the file.

We run mapping sessions with large paper on the table. The RM places sticky names, draws lines for shared ownership or referral paths, and corrects the picture as colleagues chime in. The physical format slows the room down just enough to catch mistakes.

Digital copies come later. Starting on paper keeps the workshop from turning into a fight with filters and login screens. By the end of a half day, most pods leave with a wall map they trust more than the export they arrived with.

Useful maps show both strength and silence: households with frequent contact, and introducers who have gone quiet. Silence is often the first signal that a relationship needs a different approach before the next formal review.

Store the finished map where the desk can see it—near the review calendar, not buried in a shared drive folder named “misc.” Visibility keeps the picture alive between sessions.

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