A client or center of influence emails an introduction to a prospect, and you want to walk into the first call already knowing who you’re dealing with. Forward the intro to Amy and it profiles the prospect, surfaces any recent liquidity event, and tells you who made the referral so your outreach lands warm and informed.
Forward the referral email to Amy with this note
What you get back
- The prospect’s role, background, and net-worth and liquidity signals
- A profile of their company plus who made the introduction
- A fit read against your minimums and a suggested opening angle
Required integrations
Add “and draft a warm reply that thanks the referrer and proposes two times to talk” so the introduction turns into a scheduled call in one step.
