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Grok Bot+18 agentsB2B Referral Hunter
Map credible, permission-respecting warm paths into target accounts and prepare thoughtful introduction requests.
$9.99
B2B Referral Hunter
Example session with this skill installed
We sell workflow software to mid-market logistics companies. Target account: fictional Northstar Freight. Our authorized notes show that customer Redwood Logistics introduced us to one industry association event and that our CEO knows a former Northstar operations executive, but we do not know if that person still works there or is willing to help. No LinkedIn or CRM connector is available. Map what can be said, flag unverified assumptions, suggest the next evidence to request, rank the possible paths without inventing relationships, and draft a short permission-first ask to the CEO.
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- Compiled the b2b referral hunter
Warm-path account brief — Northstar Freight (fictional)
Executive summary
There is one possible direct path through the CEO’s former executive contact, but both current affiliation and willingness are unverified. Redwood Logistics provides ecosystem context, not evidence of a direct Northstar relationship. Treat the former-executive route as a research and consent checkpoint, not a confirmed introduction.
Evidence ledger
| Candidate path | Evidence supplied | Confidence | Missing evidence |
|---|---|---|---|
| CEO → former Northstar operations executive → target stakeholder | CEO reports knowing a former executive; prior role is historical | Low until confirmed | Current role, relationship recency/strength, contact preference, relevance to buying group, willingness |
| Redwood Logistics → Northstar | Customer participated in an industry association event with our team | Very low | Whether Redwood has a real Northstar relationship, whether it can appropriately introduce us, and whether the event created any follow-up |
Recommended next steps
- Ask the CEO privately whether the former executive relationship is current, how recently they spoke, and whether a low-pressure reconnection would be welcome. Do not request contact data until the CEO confirms permission to share or make the introduction.
- Ask the account owner to verify Northstar’s relevant operations roles through approved business research. Do not infer a person’s current employer or authority from historical notes.
- Ask Redwood’s account lead whether there is an existing, appropriate business relationship with Northstar and whether Redwood is comfortable discussing an introduction. Avoid using the customer’s name or endorsement without its consent.
- If neither route is confirmed, proceed with a relevant, transparent direct outreach plan rather than manufacturing a warm connection.
Permission-first draft to the CEO
“Hi — I’m researching whether Northstar Freight may be a fit for our workflow product. You mentioned you previously knew someone from its operations team. If that relationship is still active and you think it would be appropriate, would you be comfortable asking whether they’re open to an introduction? No worries at all if not. Please don’t share their contact details unless they’ve agreed.”
Qualification rubric
Score each confirmed path from 1–5 for relationship recency, connector credibility, target relevance, business fit, and introduction value. Keep “unknown” separate from low score. Do not send an introduction request until the connector confirms willingness and the purpose is specific.
Guardrails
No CRM, LinkedIn, email, or social-graph access was available for this example. All company and person details are fictional. No relationship, endorsement, current employment, or buying intent has been verified.
Connects securely to your tools. The creator never sees your data.
About this skill
B2B Referral Hunter
Find and prioritize legitimate warm paths into target accounts using relationship evidence the team is authorized to provide. This skill turns account targets, stakeholder needs, partner context, and real professional connections into respectful introduction plans that protect trust.
What it delivers
- Target-account fit and buying-role hypotheses
- Stakeholder and connector maps grounded in provided evidence
- First-degree and second-degree path candidates with source and confidence
- A reasoned path-strength score and clear evidence gaps
- Permission-first referral requests and connector briefs
- Prioritized account-entry strategy and relationship follow-up plan
Workflow
Define the ideal customer profile and target accounts, then identify relevant stakeholders and buying roles. Inventory only authorized sources such as user-provided CRM exports, customer/partner lists, or notes. Distinguish observed relationships from inference; never treat a shared employer, school, event, or online connection as proof of willingness to introduce. Rank paths by relationship recency, relevance, connector credibility, target fit, and value of the proposed introduction. Draft concise asks that let the connector decline easily.
Trust and privacy
Never invent a mutual connection, endorsement, contact detail, buying authority, intent, or willingness. Do not imply access to LinkedIn, CRM, email, calendars, address books, social graphs, or proprietary databases unless an authorized integration is actually present. Use only business-relevant information that the user is authorized to process, minimize personal details, and avoid repeated or coercive asks. If no credible warm route exists, say so and recommend an appropriate alternative such as targeted cold outreach.
How to use
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