Partnerships & Warm Intros
Leverage advisors, angels, customers, and partners as connectors for warm introductions to qualified prospects. Test with 10 manual asks, formalize with templates and tracking, scale with Crossbeam account mapping and automated pipelines, then optimize autonomously.
npx gtm-skills add sales/qualified/partnerships-warm-introsOutcome
≥ 3 intros received and ≥ 2 meetings booked within 2 weeks
Leading Indicators
- Intro requests sent
- Intros received
- Meetings booked from intros
- Request-to-intro rate
Instructions
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Run the icp-definition drill to define two profiles: Ideal Connector Profile (people in your network who can make intros) and Ideal Intro Target Profile (decision makers you want to meet). Store both as structured criteria in Attio.
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Run the build-prospect-list drill twice: first to identify 10-15 connectors (note relationship strength, reach, last interaction, preferred channel), then to identify 15-20 target prospects (note which connectors might know each target via LinkedIn mutual connections).
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Create two Attio lists: 'Warm Intro Connectors — Smoke' and 'Warm Intro Targets — Smoke.' Map which connectors can reach which targets.
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Run the warm-intro-request drill for your top 10 connector-target pairs. For each: write a short message explaining who you want to meet and why, what value you offer the target, and a pre-written forwardable blurb. Send via the connector's preferred channel.
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Human action required: Send all intro requests personally. Log each request in Attio with connector name, target name, date sent, and channel.
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When an intro is made: respond within 2 hours, thank the connector, reference the shared context, propose a meeting time via Cal.com. Log in Attio.
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When a meeting happens: log outcome in Attio (meeting held, next steps, deal created). Send a thank-you to the connector.
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Run the threshold-engine drill after 2 weeks. Measure intro requests sent (target >= 10), intros received (target >= 3), meetings booked (target >= 2).
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If PASS: document which connectors responded, what messaging worked, which targets converted. Proceed to Baseline.
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If FAIL: diagnose — connectors not responding (relationship/ask issue), intros not converting to meetings (follow-up issue), or targets not in connector's network (targeting issue). Adjust and re-run.
Recommendations
Time
3 hours over 1 week
Play-specific cost
Free