Intero Insight

Intero Insight for Vistage

Adding more members through networks.

We find the CEOs already connected to the group, check for fit and conflicts, and give the Chair a shortlist.

How it works

A specific name gets a better answer than an open question.

Today
With Intero Insight
In a 1:1"Who do you know who'd be a good fit for the group?"
→
With Intero Insight"How should I approach these three CEOs?"
Later that week"I'll go through LinkedIn this week."
→
With Intero InsightA ready shortlist from the group's network.
In the meeting"Does anyone know a manufacturer we should talk to about joining?"
→
With Intero Insight"Three of you are connected to the CEO of a plastics manufacturer in Monroe. Anyone want to make an introduction?"
Before the meeting"Before next week's meeting, please bring a few names of people who may be interested."
→
With Intero Insight"Here are five people who may fit. Take a look. Who should we contact?"
When referrals don't come naturallyThe Chair rarely asks.
→
With Intero Insight"What context can you give me on these people before I reach out?"

Members share their LinkedIn connections. We cross-reference the group and build the shortlist. Members confirm the relationships. The Chair takes it from there.

We've done this successfully by hand with Chairs for years. Intero Insight does the work at scale. It cross-references member networks, checks fit and conflicts, and builds the shortlist for each Chair.

See it

What happens, start to finish.

1Members shareMembers upload their LinkedIn connections. Ten minutes, once.
2We build the viewPrivate and password-protected. Nothing to install.
3The Chair gets a shortlistCEOs who fit, checked for conflicts and matched to members.
4The member confirms"How well do you know her?" The Chair takes it from there.
Annotated Chair View showing group-type filters, member sorting, company details, conflict checking, and shortlist export

Live Chair View

Test it yourself.

LinkedIn shows mutual connections one profile at a time. Intero Insight lets a Chair see multiple member networks in one view.

Scenario: You have a 1:1 coming up with Priya.

Choose Priya under Any member may know. You'll see her 14 connections. Select CE prospects to narrow the list to nine. Shortlist them to send ahead, or pull up the list in your 1:1.

Cynthia Wallace appears at the top. Priya, Russ, and Jamal are all connected to her—giving you three members to ask, not one.

Fictional people and companies.

Proposed phased rollout

Pilot first. Four months. 90-day review.

The four-region pilot

$3,500per region, per month

Up to 20 Chairs per region. Four regions. Every group included. Four months.

Need a larger cohort? Up to 30 Chairs per region for $5,000 per region, per month.

  • Individual Chair calls and 30-minute group kickstarts
  • A private instance for every Chair
  • Shortlists ready for Chair App
  • Progress reporting and a 90-day regional review

If Vistage moves to a full rollout

$120per Chair, per month

Full rollout pricing is based on a 300-Chair minimum.

  • 25-Chair expansion blocks
  • $3,000 per block, per month
  • Every Chair group included
Day 0Up to 20 Chairs selected in each region
Weeks 1–4Individual calls and group kickstarts
Day 60Gather feedback from Chairs and members
Day 90Review with regional leaders and marketing
Day 120Extend, roll out, or Chairs continue on their own

From the call

A few questions that came up.

Details

Security, data, rollout, and terms.

Security

How is each group's view protected?

Each browser-based view is password-protected and encrypted. There is no account or raw contact export.

What happens when a member leaves?

Their network is removed from the instance and the password is changed.

Is there any AI involved?

Not in the member or Chair views. We use a language model and proprietary scoring for enrichment. Data is not used for training and is deleted after the view is built.

Data

Where does the data come from?

Members download and share their own LinkedIn connections. We do not scrape LinkedIn.

Is this against LinkedIn's terms?

No. Members may download and share their own data. We never scrape LinkedIn.

Can members see each other's contacts?

No. Members see only their group's view and cannot browse or sort another member's contacts.

Who owns what

Who owns the data?

We do not share, sell, or use the data beyond building and maintaining the group's view.

Can the Chair download everyone's connections?

No. The Chair has the shortlist and the group view. That's it.

What happens if Vistage stops?

Chairs may continue independently. We delete any instance that does not continue.

Commercial

How is it priced?

Pilot: $3,500 per region per month for up to 20 Chairs, or $5,000 for up to 30. All four regions participate for four months. Full rollout: $120 per Chair per month, with a 300-Chair minimum. Each additional 25-Chair block is $3,000 per month.

What's the commitment?

Two years, with an out at six months.

What's included?

Chair calls, group kickstarts, private views, roster changes, regional coordination, and reporting.

Rollout

What if some members don't opt in?

Not every member needs to opt in. In the kickstart: download, upload, done. We handle the rest.

Does it work across a Chair's groups?

The Chair View does. The member view doesn't, on purpose, so members never see into another group.

Does it work for a Chair who's still launching?

Yes, once they have four or five committed members. Before that, we can build a view from a handful of their referral partners.

How much work is it for a Chair?

About 30 minutes to start. We handle setup and management.