SD-301g · Module 3
Privacy and Personalization Boundaries
3 min read
There is a line between personalization and surveillance, and crossing it destroys trust instantly. Referencing a prospect's public LinkedIn post is personalization. Referencing their private Instagram story is surveillance. Noting that their company hired three engineers last month is research. Noting that their spouse changed jobs is invasive. The rule is simple: use only information the prospect would expect a professional to find through normal business channels. Public filings, LinkedIn, company websites, press releases, conference appearances — fair game. Personal social media, property records, family information — off limits. The moment a prospect feels watched rather than understood, the relationship is over before it started.