Stage 1

The intro that turns into a referral

An intro is a favor done once. A referral is a connector who sends buyers your way on their own. How to turn the first into the second, step by step.

Kevin French
· 3 min read

An intro is a favor. A referral is a habit. The difference is what you do after the connector hits send.

Plenty of sellers treat a warm intro as a transaction. They ask, they get it, they take the meeting, and they never speak to the connector again. That's one meeting. The sellers who build real pipeline from their network turn that one intro into a stream.

What a referral actually is

An intro happens when you ask. A referral happens when you don't.

A referral is your connector hearing a peer complain about a stalled migration and saying "you should talk to someone I know." No prompt from you. They're spending their credibility on you. The last time they did, it paid off for them.

That's the goal. Not more intros. A small number of people who think of you first when the problem you solve comes up.

Make the connector look good

The connector took a risk. They put their name next to yours in front of someone they respect. Your first job is to make that risk pay off.

That starts with the note they forward. Keep it short, specific and easy to pass along. I covered the mechanics in how to ask for an intro people actually forward. A good forwardable note makes the connector look thoughtful, not like a lead source.

Then show up well. Do the research. Name the buyer's problem with care. Don't pitch in the first conversation. If the buyer walks away thinking "that was useful," they'll tell the connector. And the connector will remember.

Close the loop

This is where most intros die. You take the meeting and the connector never hears another word.

Send a short note within a day. Thank them, tell them the meeting happened, and say one thing you learned. Don't share anything the buyer said in confidence. Just enough to show the intro landed.

Thanks again for the intro to your CFO friend. We spent forty minutes on the warehouse systems problem and it turned out the real pressure is the new distribution center opening this fall. Good conversation either way. I owe you one.

That note takes two minutes. It turns you from someone who asked for a favor into someone who handles favors well.

Then update them as things move. If a project starts, tell them. If it doesn't, tell them that too. Connectors don't need a win every time. They need to know their name wasn't wasted.

Give something back

A one-sided network dries up. The connector who keeps sending you buyers needs to get something from the relationship.

That might be an intro of your own. It might be a sharp read on a problem they're working through. It might be a candidate for a role they're trying to fill. Pay attention to what they post about and what they're hiring for. The same research you'd do on a buyer works on a connector.

Say a former colleague introduced you to a CFO at a mid-sized manufacturer. Six months later you notice she's hiring a head of IT and struggling to find one. Send her two names. That's the kind of return that makes the next intro automatic.

Know who's worth the effort

Not every connector becomes a referral source. Some made one intro and that's all they've got. That's fine.

The ones worth investing in sit near a lot of buyers in your market. Former executives who now sit on boards. Operating partners at private equity firms. Practice leaders at firms you don't compete with. Delivery leads at your own clients who move between companies.

Pick a handful. Treat them like accounts. Check in with something useful every quarter, not a "just catching up" note.

What turns it

The intro turns into a referral the moment the connector trusts you more than they trust their own judgment about the buyer. They stop wondering if the meeting will go well. They just send people.

That takes a few rounds. Each one needs a forwardable note, a good meeting, a closed loop and a return favor. Skip any step and you're back to asking. Do all four and the asking stops being necessary.

See which of your accounts are moving.

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