Step 10.

Take Sandi to your next meeting.

Sensitive Artificial Native Distributed Intelligence (SANDI) is Relate’s generative AI analyst and the brains behind the Relate Trust Index. Free service users and Business subscribers receive your score for trustworthiness after a meeting, up to three recommendations from Sandi and your trustworthiness across your last three meetings overall and with each attendee. Enterprise subscribers receive detailed analysis across each of the factors for trustworthiness and can review the analysis across teams.

Section Overview

In this section you will learn:

(1) The Trusted Advisor (2002) equation for trustworthiness.

(2) How to optimize Relate for measuring trustworthiness.

(3) The scoring ranges of the Relate Trust Index.

(4) The analysis from Sandi.

Maister, Green and Galford’s trust equation

Learn more about the trust equation from the guys who wrote the book on trust.

How to optimize Relate for measuring trustworthiness

Relate tracks the behavior of all meeting attendees, including the presenter. There are three key steps to optimize for behavior.

(1) Give your attendees lots to do in your meetings: Make sure that shopping and fulfilment links are available with information relevant to your product or service being discussed.

(2) Ensure all attendees know the reason behind transcription: Disclose that the meeting is being transcribed for training purposes so that we can continue to make our time together more valuable to you.

(3) Welcome attendees to their safe space: Include in your opening remarks that attendees have a safe space to communicate with you in private whether that be comments, thumbs up/down, overall review and agenda questions.

The scoring ranges of the Relate Trust Index

The numerator factors for the trust equation, Credibility, Reliability and Intimacy are each scored out of ten. The denominator, Self Orientation, is scored out of thirty. The scoring outcomes for the trust equation are as follows:

Extremely high: To achieve this range you will need an average higher than nine for each of the numerator factors and an extremely low score for the denominator.

High: To achieve a High – high range result you will need an average higher than eight for each of the numerator factors and an extremely low score for the denominator. To achieve a High – low range result you will need an average around eight for each of the numerator factors and a low score for the denominator.

Sound: To achieve a Sound – high range result you will need an average around seven for each of the numerator factors and a low score for the denominator. To achieve a Sound – low range result you will need an average around six for each of the numerator factors and a mid-range score for the denominator.

Limited: To achieve a Limited – high range result you will need an average around five for each of the numerator factors and a mid-range score for the denominator. To achieve a Limited – low range result you will need an average around four for each of the numerator factors and a reasonably high score for the denominator.

Low: To yield a Low result you will need an average around three for the numerator factors and a high score for the denominator. To yield an Extremely Low result you will need an average below two for the numerator factors and an extremely high score for the denominator.

The analysis from Sandi

Relate for Enterprise subscribers have access to the Relate Trust Index. After every meeting you will receive analysis that includes the following:

(1) Summary of what was discussed through the meeting.

(2) Credibility analysis and score: Assessment and reasoning of each of the factors for credibility.

(3) Reliability analysis and score: Assessment and reasoning of each of the factors for reliability. Note, Sandi measure reliability over multiple meetings.

(4) Intimacy analysis and score: Assessment and reasoning of each of the factors for intimacy.

(5) Self-Orientation analysis and score: Assessment and reasoning of each of the factors for self-orientation.

(6) Overall trustworthiness score.

(7) Deep analytics: A look at the depth of behavior across each factor for trustworthiness.

(8) Recommendations: Sandi’s recommendations that pinpoints the areas where you can improve your trustworthiness.

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Testimonials

“Thank you for making this meeting about me and my agenda”. Investor feedback to a product manager who uses Forum 360

“My clients are benefiting from frequent meeting access to my experts without having to leave an experience provided by my brand.” Client of Forum 360.

”Working together to ensure my clients feel like they are in a relationship with the managers of their money, while enhancing my business model – count me in” Wealth manager working with a client of Forum 360.