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.