Referral to DM after Intro Meeting - wait for intro or cold outreach?

Had a good meeting with a large client's partnership director today, with the ultimate goal of getting in front of IT. She seemed interested and wanted to bring it to her tech team, and come back to me with some of their initiatives that might line up with our solution set.


That being said, she gave me all of their names and I'm tempted to at least reach out on LinkedIn and say like "Spoke briefly with X today, she mentioned your name as a technical resource within COMPANY." Do you reach out to the DMs yourself, or wait for the referral to happen? They just seem to fall through a lot in my opinion.

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8
Gentry
2
Sr. Manager
I usually reach out directly to DM. If you're afraid to hurt your relationship with your initial contact your messaging should be light like the one you mentioned. Id add "looking forward to connecting" and definitely staying away from asking for the meeting directly with them.

That way, if your contact doesnt come through you can always send a follow up to the DM asking directly for the meeting
Wolfof7thStreet
Valued Contributor
1
AE
Thank you! I was thinking that might be the way to go since I've had so many connects fall through.
Salespreuner
Big Shot
1
Regional Sales Director
DM first as you may have an edge even if prospect goes cold!
Wolfof7thStreet
Valued Contributor
1
AE
Thanks for the advice! I'll probably reach out to the DM later this week like Friday if I haven't heard back
Salespreuner
Big Shot
1
Regional Sales Director
Perfect - good luck!
CaneWolf
Politicker
1
Call me what you want, just sign the damn contract
Give it a few days and then reach out. Your "spoke briefly with X" thing will still be true next Monday.
Wolfof7thStreet
Valued Contributor
1
AE
See this is what I was thinking in my head, haven't reached out yet. Thought that it might hurt my chances if she is actually on it
CaneWolf
Politicker
1
Call me what you want, just sign the damn contract
Yeah, exactly. I'd say there's low risk to give it a week. If you're tight with the AE, you could even have him/her do the reachout if that'll still get you credit. Gives you cover.
Wolfof7thStreet
Valued Contributor
1
AE
AE is out for who knows how long so I'm running point for now (I know, promote me right?), I was thinking about aiming for Friday but you may be right about Monday since its a large organization. Thanks for the time!
Blackwargreymon
Politicker
1
MDR
DM first as you may have an edge even if prospect goes cold!
Clashingsoulsspell
Politicker
1
ISR
I usually reach out directly to DM. If you're afraid to hurt your relationship with your initial contact your messaging should be light like the one you mentioned. Id add "looking forward to connecting" and definitely staying away from asking for the meeting directly with them.
MR.StretchISR
Politicker
0
ISR
DM first as you may have an edge even if prospect goes cold!
Cyberjarre
Politicker
0
BDR
I have one infographic that I created myself that provides a broad overview of my company and the solution(s).
Mr.Floaty
Politicker
0
BDR
Agreed. Never use a deck for discovery calls. And leading up to the demo, i provide the corporate BS deck in advance of the call and the deck i show during the demo is 100% about them
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