Generate Referrals Systematically

Turn referrals from something you hope for into something you proactively generate.

Team Networks

Setup

Go to Settings → Preferences → Signals → Competitors and add your best customers, partners, and connectors alongside actual competitors.

The Referral Workflow

1. Go to Signals and filter by ICP fit + engaged with your referrer's profile
2. Identify ICP-fit prospects engaging with your customer — they likely know each other
3. Write the ask: include specific names, an easy out, and a copy-paste intro blurb
4. Time it right — after a milestone, when the client is happy

What Makes the Ask Work

Approach	Effectiveness
Never asking	Hoping referrals trickle in
"Know anyone who'd benefit?"	Vague, easy to ignore
"Do you know Alex, Ross, or Kurt? Here's a blurb."	Specific, effortless, high conversion