Agree suitable topics, channels, timing and frequency. Some relationships require case-by-case judgement. A uniform monthly quota is not appropriate for every customer, executive or employee.
Validate account fit, relevant buyer role, relationship evidence and potential recipient value. Ask through the person who owns the customer or partner relationship where appropriate.
Avoid parallel requests for the same target and repeated asks about a declined connection. Provide a concise note, clarify who will follow up and let the connector edit, defer or refuse.
Review approval rates, completed introductions and qualified meetings, but also unanswered asks, repeat requests and feedback. A falling response rate can have several causes; investigate before increasing reminders.
Orbb's Referral Agent supports the research and coordination work. Evaluate how the agreed workflow handles limits and declines. The programme should make willing participation easier, while preserving the connector's control and the recipient's experience.