For field use
Visual Guide · Mindset

Recruiting a Source

Recruitment is a process, not an event. People betray neglect, not ideas.

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Why it matters
Access is the asset worth pursuing
Trust is built, never demanded
Present a choice, not a trap
Protecting the relationship sustains the value

Value Tiers

  • Rank sources strategic, operational, or tactical
  • Match effort to long-term impact
  • Focus where payoff justifies the risk

Value Drivers

  • Weigh access that is hard to obtain
  • Demand reliable, specific, actionable information
  • Assess influence and willingness to stay exposed

Identify & Assess

  • Locate individuals with access or motive
  • Evaluate reliability and vulnerabilities
  • Estimate their true value before contact

Develop & Present

  • Build genuine rapport and trust
  • Create a foundation before any ask
  • Offer the source a real choice

Secure & Maintain

  • Gain agreement and set expectations
  • Establish clear boundaries early
  • Deliver value and protect the source

Rapport Cues

  • Mirror behavior and tone
  • Remember personal details
  • Ask open-ended questions
  • Stay consistent over time

Warning Signs

  • Watch for sudden secrecy or distance
  • Flag inconsistent stories
  • Note unexplained affluence
  • Resist pressure for tasks or money

Do & Don't

  • Do your homework and protect identity
  • Listen more than you talk
  • Never make false promises
  • Never over-task too early
01

Identify

Find access and motive

02

Develop

Build trust over time

03

Present

Offer a genuine choice

04

Maintain

Protect and reinforce

People don't betray ideas; they betray neglect.

Mindset