referral-intro

Automates warm introduction requests and referral workflows for sales teams.

Updated Apr 11, 2026
One-click install
npx skills add https://github.com/Jlsiles/Craig---Skills --skill referral-intro-jlsiles
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: referral-intro
Source: https://github.com/Jlsiles/Craig---Skills/tree/main/sales/referral-intro
Command: npx skills add https://github.com/Jlsiles/Craig---Skills --skill referral-intro-jlsiles

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Warm introductions and referral asks are often ad-hoc and unreliable. This skill provides a structured approach to craft forwardable intro emails, coordinate introductions, and track outcomes in your CRM, turning referrals into measurable pipeline.

Core Features & Use Cases

  • Forwardable emails: pre-written blurbs that your referrer can forward with a single click.
  • Multi-channel asks: templates for in-person, email, and LinkedIn intros, tuned for timing and context.
  • CRM loop & reporting: guidance on capturing lead source, status, and outcomes to build a referral pipeline.
  • Use Case: after a successful onboarding, ask for referrals to unlock new target accounts.

Quick Start

Draft a forwardable introduction email for a recent success to prompt an intro to a target contact.

Frequently Asked Questions about referral-intro

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I write a forwardable intro email for warm referrals?▼

A forwardable intro email for warm referrals is a pre-written blurb formatted so your referrer can forward it directly to a target contact, minimizing friction and ensuring your messaging stays intact.

What is the best way to track referral pipeline outcomes in a CRM?▼

Tracking referral pipeline outcomes in a CRM involves capturing the lead source, introduction status, and meeting results to close the loop, turning ad-hoc referrals into a measurable, trackable pipeline.

How do I ask for LinkedIn introductions to target accounts?▼

Asking for LinkedIn introductions uses context-tuned templates to request warm connections from peers or partners, coordinating the introduction timing to increase qualified meetings with target accounts.

When should I request referrals after customer onboarding?▼

Requesting referrals after customer onboarding leverages successful deployment momentum to ask for warm introductions, prompting your new customers to unlock new target accounts while satisfaction is high.

Can I use multi-channel referral asks for in-person networking?▼

Multi-channel referral asks support in-person networking through tailored templates, allowing you to coordinate introductions across email, LinkedIn, and face-to-face contexts with consistent, proven messaging.

Why do ad-hoc referral workflows fail to generate qualified meetings?▼

Ad-hoc referral workflows fail to generate qualified meetings because they lack structured forwardable emails and CRM tracking, making it difficult to coordinate introductions and measure referral pipeline results reliably.