Identify customers who have experienced value and are comfortable with a request. Avoid unresolved issues, sensitive negotiations and assumptions that a positive score obliges someone to help.
Start from accounts and people who fit your commercial priorities. Investigate professional overlaps and other possible connections, then ask the customer to confirm them.
Explain why the proposed recipient may benefit. "Would you consider introducing us to this person about this problem?" is more actionable than asking for anyone who might buy.
Provide a short forwardable note, clarify who will handle the conversation and follow up without repeatedly pressuring the customer. Respect declines and record them to prevent duplicate requests.
Measure requests, approvals, introductions delivered, meetings held, accepted opportunities and wins. Watch concentration and frequency so a few helpful customers are not overused.
Orbb's Referral Agent is relevant when the team wants research and coordination performed consistently. The value is converting appropriate customer relationships into useful business conversations, while preserving the customer experience.