Playbooks / Sales / Prospecting
Referral Prospecting
Maps warm paths: who we know who knows them, and the introduction ask draft. Warm beats cold every time.
How to run it
Open Sales > Prospecting > Referral Prospecting in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Referral Prospecting workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Map warm paths: who we know who knows them, and the introduction ask draft. Warm beats cold every time.
Put this workflow to work.
The Sales agent ships with this one installed. Open the demo and ask it to run the Referral Prospecting workflow on something of yours.