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Tactics and plays

What is the best way to get an introduction to the CRO at a target account?

Get an introduction to a target CRO by researching the revenue problem you can help solve and identifying someone who genuinely knows them. Look across colleagues, customers, investors, advisors and partners, then validate the connection. Give the connector a specific reason and editable note; a senior introduction still needs relevance and recipient interest.
October 8, 2026

Research the CRO and the decision

Confirm current role, responsibilities and public priorities. Identify whether the CRO owns the problem or whether a sales, marketing or operations leader would be the better first conversation.

Investigate several professional routes

Research former colleagues, customer connections, operating advisors and publicly documented board relationships. Rank potential routes by relevant evidence and confirmed willingness, not by the connector's seniority alone.

A shared employer or investor is a starting point for checking, not proof that a personal relationship exists.

Make the request easy to assess

Explain the buyer problem, why you believe the conversation is relevant and the small next step you want. Provide a note the connector can edit. They may prefer to ask the CRO first rather than send a direct introduction.

Own the response

Coordinate with the account team, reply promptly and qualify the opportunity. Respect a decline or lack of interest.

Orbb supports researching influential people and coordinating appropriate introductions. Its contribution is the evidence and execution behind a credible route, not a promise that every CRO will take a meeting.

Related questions

Orbb researches the relationships your company already has — across customers, employees, investors and partners — then runs the introduction end to end, from finding the path to the meeting in the calendar.
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