Best for
- B2B teams selling into named accounts where trust matters
- Founders or executives asking investors, advisors, and customers for intros
- Sales teams trying to improve outbound response rates without increasing volume
Find mutual connections between your reps and target buyers, score the best intro paths, and draft warm ask emails that feel specific instead of awkward.
A repeatable warm intro workflow that identifies the best introducers and generates ready-to-send intro request emails for priority prospects.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Cold outreach asks the buyer to trust a stranger. Warm intro outreach borrows trust from someone the buyer already knows, but most teams do not operationalize it because connection discovery is manual and messy. This workflow turns relationship mapping into a repeatable system: find the best path, explain why that path is credible, and make the ask easy for the introducer to forward.
Expected results
Intro paths mapped
25-50 prospects per batch
This is a practical first batch size because relationship mapping requires judgment. Larger lists can be processed later once scoring rules are validated.
Time saved
4-6 hours per 50 prospects
Manual LinkedIn checking, relationship review, and custom intro drafting usually takes several minutes per prospect. Centralizing the data and prompting reduces the repetitive research and writing work.
Meeting quality
Higher-trust first meetings
Warm introductions typically create more context before the first conversation because the prospect hears about you through a known person instead of a cold email.
Relationship control
Clear ask/skip decisions
The scoring step prevents reps from blindly asking every mutual connection and helps protect valuable relationships from low-quality requests.
Step-by-step workflow
Step 1 is open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
30-45 min
30-45 min
Create a Clay table with the accounts and people you want introductions to. Work in clay and linkedin sales navigator and capture the concrete operating details: source asset, audience, hook, angle, channel, draft copy, visual asset, approval status, and publish URL. Keep the work narrow: complete step 1, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that the handoff is tied to the right account or record and the owner knows the next action; the expected handoff is A structured prospect table with priority buyers and the business reason for each desired intro.
A structured prospect table with priority buyers and the business reason for each desired intro.
Do not start with every possible buyer. Start with prospects where a warm intro would materially change the odds of getting a meeting, such as executives, closed-lost reactivation targets, or strategic accounts.
Pro workflow preview
Previewing 1 of 6 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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