Work with customer success to identify customers who have experienced useful outcomes and are comfortable considering an introduction. Avoid unresolved support issues, sensitive commercial negotiations and assumptions based solely on satisfaction scores.
Identify a target person with a relevant business problem. Look for a credible professional relationship with the customer and validate it before making the request. Supply a clear reason the introduction could be useful to the recipient.
Give the customer an editable note and an easy refusal option. Assign an owner to follow the approved introduction through to a meeting.
Measure available connectors, requests, approvals, introductions delivered, meetings and opportunities. Use actual rates from your programme, separating early assumptions from established patterns.
Plan across several customers and sources so one enthusiastic champion is not responsible for most of the channel. Respect each person's preferences and share useful outcome updates.
Orbb's Referral Agent supports this coordination. The commercial value is activating appropriate relationships consistently, not treating customers as an unlimited lead database or using a modelled forecast as a revenue promise.