Some customers welcome occasional specific requests; others prefer not to participate. Ask about suitable topics, channels and timing. Respect organisational policies and unresolved account issues.
Before a new ask, check pending requests, earlier declines and how much other advocacy work the customer has done. References, events and introductions all consume time even when different teams request them.
Research a named person the customer genuinely knows and explain recipient value. Provide an editable note. If approvals are weak, investigate suitability rather than increasing reminders or rewards.
Track frequency, participation, delivered introductions and useful outcomes. Share appropriate feedback. Avoid labelling silence as permission or permanent unwillingness.
Orbb's Referral Agent can support coordination across sources and requests. Confirm how your programme records preferences and stops repeated inappropriate asks. Sustainable participation is a constraint to design around, not a metric to maximise indefinitely.