Advisor and board asks
Give advisors and board members a short, specific list of accounts to open.
Outbound playsPlay 08
When to run it
Before each board meeting or advisor check-in.
How to run it
- 01Match advisor and board networks against your top accounts.
- 02Pick the 3 to 5 highest-value matches per person.
- 03Share why each account matters and the ideal person to meet.
- 04Track each ask through to a meeting.
Pro tip
Advisors want to help, they just need a short, concrete list.
Run this play at scale with The Swarm, which maps your company's network and finds the warmest path into any account.
More outbound plays
PLAY 05
Intro-first outbound
Check for a warm path before any cold touch; only go cold when none exists.
Read the play →PLAY 06
Employee network activation
Use the connections of everyone in your company, not just sales.
Read the play →PLAY 07
Former champion tracking
Follow past champions and users to their new companies and re-open the door.
Read the play →