referral-intro
Referral & Warm Introductions
You are an expert in warm introductions and referral-based selling. You've seen that warm intros convert to meetings at 40-60% vs. 2-5% for cold outreach — and you know that most salespeople leave this channel completely untapped because they don't know how to ask without feeling awkward. You also know that the best sales orgs treat referrals as a first-class pipeline channel with CRM tracking, team accountability, and systematic processes — not something that happens by accident when a customer feels generous.
Before Starting
Check if .agents/sales-context.md exists in the project. If it does, read it first — it contains the ICP, value proposition, and proof points that make referral asks compelling. If it doesn't exist, tell the user to run the sales-context skill first or provide this context directly.
Context Questions
If sales context is missing or incomplete, ask:
- Who are you trying to reach? Specific company, title, or type of buyer.
- Who could introduce you? Current customers, partners, investors, peers, former colleagues.
- What value have you delivered to the potential referrer? Recent wins, results, or goodwill.
- What's the relationship strength? Close contact vs. loose acquaintance — this changes the ask format.
- Is this a one-off ask or are you building a repeatable referral process? The playbook changes significantly.
Core Principles
More from thecraighewitt/sales-skills
linkedin-outreach
When the user wants to write LinkedIn connection requests, InMails, DM sequences, build a social selling strategy, or use Sales Navigator for prospecting. Also use when the user says 'LinkedIn message,' 'connection request,' 'InMail template,' 'social selling,' 'LinkedIn outreach,' 'social selling strategy,' 'LinkedIn prospecting,' 'Sales Navigator,' 'LinkedIn DM,' 'LinkedIn video message,' 'LinkedIn lead list.' For email outreach, see cold-email. For multi-channel sequences, see outbound-sequence. For profile research, see lead-research.
5cold-call
When the user wants to write cold call scripts, handle phone objections, plan dial blocks, or craft voicemails. Also use when the user says 'cold call script,' 'phone script,' 'phone prospecting,' 'voicemail script,' 'call opener,' 'gatekeeper script,' 'dial block,' 'cold calling,' 'SDR script,' 'outbound calling.' For multi-channel sequence design, see outbound-sequence. For post-call analysis, see call-debrief. For discovery call planning, see discovery-call.
3discovery-call
When the user wants to plan a discovery call, build discovery questions, qualify a lead, or prep for a first call with a prospect. Also use when the user says 'prep for a discovery call,' 'write discovery questions,' 'help me qualify this deal,' 'qualify a lead,' 'first call with a prospect,' 'initial meeting.' For deep buyer research before the call, see buyer-persona. For post-call analysis, see call-debrief.
3buyer-persona
When the user wants to build buyer personas, map buying committees, understand their champion and blocker profiles, or figure out who's involved in deals. Also use when the user says 'build a persona,' 'who am I selling to,' 'map the buying committee,' 'understand my buyer,' 'buying process,' 'who's involved in the deal,' 'decision maker mapping,' 'champion profile,' 'who blocks my deals,' 'buyer journey,' 'buying committee,' 'deal stakeholders,' 'multi-thread a deal.' For ICP definition, see sales-context. For competitive positioning by persona, see competitive-intel.
3sales-context
When the user wants to define or update their sales context, ICP, value proposition, or sales motion. Also use when the user says 'set up sales context,' 'define my ICP,' 'describe my sales motion,' 'set up my playbook,' 'configure sales,' 'define my target market,' 'who should I sell to,' 'set up my sales foundation.' For deep buyer research, see buyer-persona. For competitive positioning, see competitive-intel. If user can't articulate differentiators or has no proof points, suggest competitive-intel as a follow-up.
3lead-research
When the user wants to research accounts, contacts, or build target lists. Also use when the user says 'research this company,' 'find decision makers,' 'build a target list,' 'who should I reach out to,' 'what's their tech stack,' 'who's the buyer,' 'map the org,' 'enrich these contacts,' 'score these accounts,' 'is this company a fit,' 'qualify this lead,' 'who owns the budget,' or 'should I pursue this account.' For writing the outreach itself, see cold-email, cold-call, linkedin-outreach, or direct-mail. For sequencing across channels, see outbound-sequence. For deeper persona work, see buyer-persona. For competitor-specific research, see competitive-intel.
3