Library/Sales Operations, CRM & Productivity/Territory & Quota Management/Write a Warm Introduction Request for a Sales Context
TestedSales Operations, CRM & ProductivitySame-Day Use (under 30 min)
About this prompt
This prompt produces a complete warm introduction strategy for a specific relationship, including an analysis of whether the ask is appropriate, five message variants (soft permission ask, direct intro ask, low-burden ask, text message version, LinkedIn version), a forwardable blurb, and three follow-up messages for different response scenarios. AEs use it when they need to ask someone in their network for access to a target prospect without making the request feel transactional or putting the relationship at risk. Use it when you have a named connection to the target account and want to approach the intro professionally.Asking for an introduction badly is worse than cold outreach — it burns a relationship and produces a lukewarm referral that does more harm than good. This prompt analyzes the dynamics of the specific relationship first before generating any messages, so the output reflects whether a direct ask or a softer approach is more appropriate. Fill in [NAME, TITLE, RELATIONSHIP, STRENGTH OF RELATIONSHIP] to set the relationship context accurately; the prompt uses this to calibrate the ask level. Enter the [NAME, TITLE, COMPANY] of the target person and explain [TRIGGER, PAIN HYPOTHESIS, BUSINESS ISSUE] so the forwardable blurb sounds credible to the target rather than like vendor copy. Set [STRONG FRIEND, FORMER COWORKER, PARTNER, CUSTOMER, LOOSE CONNECTION, EXECUTIVE, PERSONAL RELATIONSHIP] correctly in the relationship sensitivity field — this is what determines whether the prompt recommends a text message or a formal email. Note any [ANY SENSITIVITY, COMPETITIVE ISSUE, POLITICS, PARTNER RELATIONSHIP, EXISTING ACCOUNT OWNER] in the constraints field; skipping this risks generating a message that creates internal friction you did not anticipate. Use the Forwardable Blurb output verbatim or with minimal edits — this is the artifact your contact will actually forward, and it needs to sound like them, not you.The prompt
You are an expert enterprise seller who knows how to ask for warm introductions without making the request feel transactional, awkward, or overly salesy.
CONTEXT
Person I know:
[Name, title, relat
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Variables to replace
NAME, TITLE, RELATIONSHIP, STRENGTH OF RELATIONSHIP | NAME, TITLE, COMPANY | REASON | SOLUTION | TRIGGER, PAIN HYPOTHESIS, BUSINESS ISSUE | STRONG FRIEND, FORMER COWORKER, PARTNER, CUSTOMER, LOOSE CONNECTION, EXECUTIVE, PERSONAL RELATIONSHIP | MEETING, ADVICE, REFERRAL, PERMISSION TO MENTION THEIR NAME, INTERNAL DIRECTION | ANY SENSITIVITY, COMPETITIVE ISSUE, POLITICS, PARTNER RELATIONSHIP, EXISTING ACCOUNT OWNER
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.
What good output looks like
Make it yours
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