playbook-warm-intros

Run a people search with a past-company filter set to the client's customer or case-study companies, then exclude anyone still employed there. The playbook recommends building member 2 (current-customer alumni) first, since its source probe returned dated past experiences and roughly 15 of 20 people had moved on.

A warm intro line is a short opener referencing a real connection, shaped like "you came up through Coca-Cola, who we work with now". It stays under 90 characters, names the prospect's former employer, never states dates, and defaults to not naming the client's customer without explicit approval.

Only with explicit client approval. The default copy form says "who we work with now" without identifying the customer, because naming a client's customer is the client's decision and getting it wrong damages the relationship.

The member was likely defined as a time overlap between two specific people, which never produces a campaignable list. Widen the definition to "ever worked at the company and has since moved on" and the same data source yields a real segment.

Compare each prospect's current employer domain and email domain against the source company list and drop matches. Also push the source companies onto the client's do-not-contact list so the exclusion persists across future list-building runs.

Do not use it for finding a second contact at an account you already email, people who engaged with competitor posts, or lookalike companies — those route to other playbooks. It also cannot verify mutual connections, which were removed as unverifiable at scale.