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    I need to ask my key account's best users for intros.

    Taylor Crook headshot
    November 13, 2026·~1 min read
    key account managementcustomer championssales leadership

    Many happy clients would refer you if someone asked.

    I need to ask my key account's best users for intros.

    I need to ask my key account's best users for intros.

    Many happy clients would refer you if someone asked. The ask also shows you which of them are true advocates.

    Five questions to see if your team can do this job today:

    1. Has your team asked a champion for an introduction in the last 90 days?
    2. Do you ask right after you've delivered a result they value?
    3. Do you ask for introductions to specific people or groups by name?
    4. When a champion hesitates, does your team find out why?
    5. Do you ask your best clients to speak for you through testimonials, references or industry events?

    Two or more no's, and your best referrals may be waiting for someone to ask.

    One champion told us what we wanted to hear: he loved our partnership and couldn't live without us. When we tested him and asked him to introduce us to the top executive over our category, he was reluctant at first. He didn't want to take an unnecessary risk. The truth was, he hadn't talked to his bosses about us at all. In most cases, he was taking the credit for himself.

    That one ask showed us where we really stood, while there was still time to build a stronger champion.

    Our system, the Vitality Index, shows your key account teams where they stand today, the work it takes to level up, and how to do it, until they reach a vital partnership that lasts.

    When did your team last ask a happy client for an introduction, and what did their answer tell you?

    We built a free, 4-minute Key Account Risk Assessment. It gives you a risk score for your key accounts across team alignment, account planning, account transitions, and visibility. Link in the comments.

    Taylor Crook headshot
    November 13, 2026·~1 min read

    Lead with better systems.

    The same frameworks that power this post power Vitality Index - the platform strategic account teams use to measure, plan, and grow their most vital partnerships.