Request Permission From a Reference Lab Before Making a Peer Introduction

A dean may ask to speak with a peer institution about its experience evaluating a research platform. The strategic account manager should seek permission before arranging a reference introduction. The reference laboratory controls whether it participates, what topic it will discuss, and when a conversation is appropriate.

Ask the dean what questions they hope to explore, what type of institution or workflow would be most useful, and when they need the discussion. Then contact the reference coordinator or laboratory through the approved process with the stated purpose. Do not share a scientist’s direct contact information or imply that a reference call will occur before consent is confirmed.

In a fictional exchange, the dean asks, “Can you give me the scientist’s email now?” The manager replies, “I need the laboratory’s permission before sharing contact information. What evaluation questions would you want to ask? I can send those with a request and update you once the lab responds.” The dean says they want to understand how the group organized technical review. The preferred lab is unavailable this quarter, so the manager offers to seek another permitted reference with a similar workflow.

Practice writing a reference request that includes the prospect’s questions, requested timing, and an easy option to decline. During review, check that the trainee preserves consent at every stage and records the outcome. A respectful introduction helps both institutions enter a useful peer conversation on terms the reference laboratory accepts.