Check whether the customer understands the value, has no unresolved issue that makes the request inappropriate and is comfortable with this kind of participation. Both users and executive sponsors can help when the relationship fits.
Identify a relevant person and investigate the professional connection. Ask the customer to validate it. A wide network without overlap with your actual buyers may not support the programme.
Explain why the introduction could help the recipient, supply an editable note and make refusal easy. Let customers defer or suggest someone else. Do not infer willingness from a high NPS score or a positive support message.
Track approved and declined requests, completed introductions and outcomes. Use observations to improve timing and relevance without labelling customers as permanently willing or unwilling.
Orbb can support this research and coordination. The objective is a respectful match between buyer need and genuine relationship, not a predictive claim that one customer role always produces more referrals than another.