The operator maintains targets and pending work. The relationship owner checks whether an ask is suitable. The connector decides whether to participate. The salesperson owns the recipient's business conversation. One person may hold several roles, but none should be implicit.
Customer asks should involve customer success; partner asks should involve the partner manager. Sensitive investor or board requests may need the CEO or CRO. Employee participation should follow the agreed programme rules.
Avoid asking a customer directly simply because a data tool found their name.
Use a shared record of evidence, permission, current owner and next step. An approved request needs someone to prepare the note, follow delivery and respond promptly when the introduction arrives.
Orbb's Referral Agent can provide research and coordination as part of an agreed engagement. Confirm the internal decision-makers and tasks that remain with your team. Outsourcing operating work does not transfer control of customer relationships or sales qualification.