Identify the target account's buyer roles and influential stakeholders. Search professional profiles, company biographies and authorised records for prior employers, teams and employment dates.
Match those histories against employees, customers, advisors and other suitable connectors. Include people outside sales where their experience is relevant.
Check whether dates, teams, locations and responsibilities plausibly intersect. Two people employed by a large company at different times may have no connection. Even close overlap remains a hypothesis until someone confirms it.
Ask: "Did you work with this person, and would an introduction be appropriate?" Allow corrections and declines.
Provide the business reason for the conversation and a short editable note. Coordinate one request owner and record the outcome so the same connection is not repeatedly rediscovered and asked about.
Orbb can help research these paths and coordinate approved introductions. Assess its output on identity accuracy and connector-confirmed relationships, not merely the count of shared employers in a graph.