Library/Deal Strategy & Stakeholder Management/Champion Development & Multi-Threading/Write Referral Request to Navigate to the Right Contact
TestedDeal Strategy & Stakeholder ManagementQuick Win (under 10 min)

Write Referral Request to Navigate to the Right Contact

Generate email LinkedIn and verbal referral requests that navigate to a decision maker without bypassing your contact.

About this prompt

This prompt generates three versions of a referral request — email, LinkedIn message, and end-of-call verbal ask — that acknowledge the current contact's role, explain why someone else might be a better fit, make the introduction easy to give, and provide an out if the contact can't help. It's for AEs, SDRs, and BDRs who need to navigate an organization to reach the right decision-making level. Use it when you've built rapport with a contact who isn't the buyer and need to get referred up or across.The worst way to multi-thread is to go around someone — the best way is to get them to introduce you. This prompt generates referral requests that make the current contact feel respected and helpful rather than bypassed. Fill in the contact's name and title, why they're not the right person, who you actually need, and the relationship status, and it writes versions calibrated for email, LinkedIn DM, and a live verbal ask at the end of a call. The verbal version is particularly useful for SDRs who get someone helpful on a cold call but need to be handed off. For accounts where your current contact is sensitive about being bypassed, lean on the email version — it gives them time to think without the pressure of a live ask. One tip: always offer a draft intro email they can forward with minor edits; it dramatically increases follow-through.

The prompt

Write a message asking [NAME] to refer me to the right person. Situation: ● Current contact: [NAME, TITLE] ● Why they're not the right person: [REASON: different department / too junior / wrong functi
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Variables to replace

NAME | NAME, TITLE | REASON: DIFFERENT DEPARTMENT / TOO JUNIOR / WRONG FUNCTION | TARGET ROLE/DEPARTMENT | COLD / WARM / HAD CONVERSATION

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. 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

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StageProspecting
SeatAE, SDR, BDR
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryDeal Strategy & Stakeholder Management
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