Customer Expansion with Warm Intros
Using warm intros to expand within existing accounts and drive upsells.
The Challenge
Your champion left, or you need to reach new business units within an existing customer.
The Warm Intro Solution
Map paths to new stakeholders through your existing relationships and customer advocates.
Key Benefits
Maintain account momentum when champions change
Access new business units and divisions
Leverage satisfied users as internal advocates
Accelerate expansion deal cycles
Who Uses This
Account ExecutiveCustomer Success ManagerAccount Manager
How to Use Draftboard for Customer Expansion
1
Identify Your Targets
Define who you need to reach and import them into Draftboard.
2
Find Warm Paths
Draftboard maps your team's network to find paths to your targets, scored by relationship strength.
3
Request Introductions
Reach out to your connectors and request intros through the strongest paths.
4
Track & Follow Up
Track every intro request and follow up systematically to close the loop.
The Results
40-60%
Response rate on warm intros
2-3x
Better conversion vs cold
30%
Faster time to close
Ready to start?
See how Draftboard can help with customer expansion.