Playbook

Turn relationship context into better judgment.

A relationship graph helps outbound when it improves relevance and trust, not when it becomes another way to increase volume.

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01

The operating principle

Use relationship data to decide whether a buyer is reachable and how to approach them respectfully. Do not treat every connection as a sales asset.

02

Step 1: Identify real paths

Look for shared investors, operators, customers, advisors, communities, past companies, and credible second-degree context. Prioritize paths with a plausible reason to help.

03

Step 2: Combine path with fit

A warm path is not enough. The account still needs ICP fit, buyer relevance, and a real reason to talk now.

04

Step 3: Choose the approach

Some paths deserve an introduction request. Others only inform the message angle. The system should tell the two apart.

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Step 4: Keep review in the loop

Relationship-led selling can affect trust. Review sensitive paths, avoid overclaiming closeness, and make it easy for humans to approve or reject the angle.

06

Step 5: Learn from outcomes

Track which path types create real conversations, which create weak replies, and which should be excluded from future campaigns.

Common questions

Should outbound mention a shared connection?

Only when it is accurate, relevant, and respectful. If the connection is weak, use it for internal prioritization instead of making it the message hook.

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