Chapter 8: Contacts

Contact Gravity Assessment

Reflective Worksheet
Editable Word document (.docx) + print-ready PDF

"Which external relationships are shaping your transaction decisions — and were they chosen deliberately?"

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What You'll Get

A structured table for mapping your top 10 external relationships with assessment criteria

Evaluation of each contact's influence on your organizational trajectory

Guided reflection prompts on intentionality vs. gravitational drift

A "removal test" revealing which contacts matter most and which consume effort without impact

How It Works

1

List your organization's 10 most influential external relationships

2

For each, assess: relationship length, transaction types influenced, trajectory impact, and intentionality

3

Work through the reflection prompts on gravitational drift

4

Apply the removal test to identify where relationship effort doesn't match relationship value

Who It's For

Built for executive leadership

Executive leadership, finance directors, and anyone responsible for managing the external relationships that influence how money moves through the organization.

The Key Insight

Contacts exert gravitational pull on decisions

External contacts aren't passive entries in an address book — they exert gravitational pull on transaction decisions. Some extend your trajectory, others constrain it, and many accumulated without a conscious choice.

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This resource is a companion to Chapter 8: Contacts of When Money Moves.
The chapter provides the full framework — this tool helps you apply it. Get the Book