See who connects you, and how.
In the sample workspace, Priya worked with Daniel before joining Elena's firm. That shared history gives Elena a specific colleague to ask.
DO
Daniel Ortiz
Chief Operating Officer
your firm colleague
worked together
Find your way to the right person.
See how your network connects to a person at an account, and the shared history behind each possible introduction.
Explore a path to Daniel.
See the connection through Priya Shah, then look at the account to understand why Elena wants the introduction.
Sample workspace. Notional data. Nothing is sent.
Make the introduction easier to ask for.
Knowing that a person exists is only the start. Understand the connection, check the relationship, and give your colleague a clear reason to help.
- 1
Start with a person.
Choose the person you want to meet inside a key account. Their role and the company research help you decide whether they are the right person for this conversation.
- 2
Look at the connections.
Explore paths through your firm's network. Shared employers and career overlaps give you context for how two people may know each other.
- 3
Check with your colleague.
A shared history is a starting point. Ask the person who connects you whether they know the contact well enough to make an introduction.
- 4
Give them a reason to introduce you.
Use the account research to explain why you want to meet. Ask Luna to help write a short introduction request your colleague can work with.
Give your colleague something they can use.
Use Luna to turn the account research into a short note or introduction request. Explain what you can help with and why the conversation matters now.
Write a short email. Refer to our earlier conversation and offer the onboarding handoff checklist. No meeting ask.
Luna
A little context is all it takes
A path with context.
See the people between you and your contact, with the shared history behind the connection.
A starting point for a human conversation.
Your colleague can tell you how well they know the person and whether an introduction would be useful.
A few things you might want to know.
Open a key account and explore its people and connections. Warm Intros lives alongside the company research so the route to a person stays connected to the reason you want to meet.
It shows a possible connection, not a guarantee that two people know each other well. Check the relationship with your colleague before you ask them to make an introduction.
You can still use the account and people research to understand their role and prepare a relevant approach. The demo shows a notional path so you can explore how the connections view works.
Who are you trying to meet?
Start with an account and explore the connections around the people who matter.