Find Referrals in Your LinkedIn Network
Automates the process of finding potential referrals by cross-referencing your business network's needs with your personal LinkedIn contacts.
This automation streamlines the often manual and time-consuming process of referral finding for networking groups like BNI or for internal sales teams.
Here's how it works:
- First, it reads a list of your networking group members and their target companies from a Notion table you specify.
- Next, it extracts your professional contacts from two LinkedIn contact export files (CSVs) that you provide.
- The automation then intelligently compares the two lists, matching your LinkedIn contacts to the target companies requested by your network members.
- Finally, it saves a clean list of all potential referrals—including the member who needs the referral, the target company, and your contact's name and title—into a Google Sheet for easy tracking and follow-up.
Usage Ideas
- Find warm introductions for your sales team to accelerate the sales cycle.
- Automate weekly referral generation for your BNI or other business networking group chapter.
- Job seekers can identify key contacts at companies they want to work for.
- Build strategic partnership lists by discovering who you already know at target organizations.
Customization Ideas
This template is a powerful starting point that can be molded to fit your unique workflow. You have the flexibility to:
- Change Your Data Sources: While the template starts with Notion for member targets and CSV files for contacts, you can easily adapt it to read this information from other sources, such as a Google Sheet, Airtable, or another tool.
- Customize Your Output: Don't use Google Sheets? No problem. The results can be sent to a Notion database, a specific Slack channel, or any other supported service.
- Adapt to Your Data format: You can easily update the automation to recognize the specific column names in your source files, ensuring it extracts the correct information every time.
- Refine Matching Logic: You can adjust how the automation matches contacts to targets. For example, you can switch from a broad company name match to a more precise one, or even match based on job titles or industries.
