Specify ideal accounts, relevant roles and the business problem you can help solve. A customer name or email address is not automatically a qualified referral.
Look across satisfied customers, employees, executives, investors, advisors and partners. Research possible relationships, then confirm with the person who would make the introduction. A potential overlap is not enough.
Give the connector a concise explanation and editable forwardable note. Make refusal easy. Assign an owner to follow up on approved requests, respond promptly to the introduced person and record the outcome.
Set request frequency according to the connector's preferences. Do not make the programme dependent on repeatedly asking the same helpful customers.
Track requests, approvals, introductions delivered, meetings held, qualified opportunities and closed-won outcomes. Record the source and connector separately from later account touches.
Orbb's Referral Agent is relevant when the company wants help running this motion as an extension of the team. Reward software can be useful for some programmes, but rewards alone do not supply appropriate targets, relationship validation or follow-through.