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Customer Referral Activation

A ready-to-send email to a warm prospect referred by one of your happy customers.

Network ExpansionReviewed

Sample result

Run live demo
Draft an email to a referral
Intro from Sofia Moreau (Onyx Partners)
DC
To: David Chen
d.chen@auracoatings.com

Hi David, Sofia Moreau at Onyx Partners suggested I reach out. She mentioned you were looking for ways to streamline your specialty chemical sourcing and thought you might be interested in our work. We helped Onyx Partners consolidate their supply chain, which reduced their procurement overhead by 18% last year. If it's relevant, I'd be happy to share how we might be able to do something similar for Aura Industrial Coatings. Would you be open to a brief chat next week? Best, Alex Rivera Senior Account Executive ChemFlow Solutions

Example run

You ask

“Sofia Moreau at Onyx Partners just referred me to David Chen at Aura Industrial Coatings. Can you help me with the outreach?”

9:01 AM
Finding success metrics for Onyx Partners

Found the account record for Onyx Partners. Notes from the last QBR show they reduced procurement overhead by 18% after consolidating their supply chain with us.

9:02 AM
Researching the prospect at Aura Industrial Coatings

Found David Chen, Head of Procurement at Aura Industrial Coatings. Email: d.chen@auracoatings.com.

9:03 AM
You get

Referral Outreach to Aura Industrial Coatings

9:04 AM

Who it's for

This skill is for any salesperson who receives a customer referral and needs to turn that warm lead into a real conversation. It bridges the gap between getting a name on a call and sending the perfect first email to a new prospect.

What it does

Once you provide the names of your referring customer and the new prospect, this skill gets to work. It researches the prospect in Apollo and checks for context in Salesforce, then drafts a personalized outreach email that perfectly frames the introduction from your shared connection.

What you need

Connect your Salesforce and Apollo accounts to get started. For each run, you'll provide two pieces of information: the contact who made the referral and the prospect they sent your way.

What you get

You get a fully drafted referral outreach email in your inbox, ready for you to review, approve, and send to the new prospect. An accompanying alert gives you a quick summary of the opportunity, ensuring you can act on the warm introduction immediately.

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