B2B.ID

Relationship-led acquisition

Your next client may already be one relationship away.

A business can be commercially relevant and connected to someone you already know. B2B.ID makes that relationship context useful instead of leaving it buried in an address book — so you can see a possible introduction path and ask for it properly.

Create Your B2B ID & Start Getting ClientsSee the full flow

Refer & Request Introduction

What refer looks like

Someone introduces you.

  • Lawyers
  • Consultants
  • Agencies
  • Professional services

Possible introduction path

Shared relationship

Your business

Northgate SEO

Elena Marsh

Partner · Northbeam Studio · Existing partner

Acme Software

Northbeam built their website

Request Introductionto Elena, with context attached

Illustrative path. Shown only where relationship context exists.

How it works

Referrals & introductions, step by step

  1. 1

    A target business surfaces

    Through Find, an Opportunity, a Signal or a recommendation — a business you would like to work with.

  2. 2

    B2B.ID shows relationship context

    A shared relationship, a person you met, a partner who already works with them — a possible introduction path, where it exists.

  3. 3

    You Request an Introduction

    A structured Request to the person who can introduce you, with the context of why it makes sense for everyone.

  4. 4

    The introduction happens with context

    The target business hears about you from someone they trust, with your B2B ID as the reference point.

Set expectations

What this is — and what it isn't

Being clear about the boundaries is part of the product.

What it is

  • Relationship context attached to businesses you're targeting
  • Structured introduction requests instead of awkward asks
  • Referrals out as well as in — send work you can't take to a trusted partner
  • A path that connects networking to client acquisition

What it is not

  • A reciprocal referral-exchange club with quotas
  • A guarantee that every target has an introduction path
  • A replacement for the relationship itself — B2B.ID makes it visible and actionable

Where it lands

It ends in the same pipeline as everything else

However a conversation starts, it becomes a Request, then a Pipeline entry, then an Agreement or Deal — one canonical record inside B2B.ID.

Target

Matches a Target Profile

Relevant

Fit + signal or path

Engaged

Saved, viewed, requested

Conversation

Meeting or introduction

Opportunity

Declared or created demand

Agreement

Proposal or terms

Client

Commercial relationship

Explore B2B Networking

Introductions come from relationships. The full story of how B2B.ID helps you build them lives on networking.b2b.id.

Explore B2B Networking

Who uses this most

Typical fit

The businesses where this path usually pulls the most weight.

Related paths

Rarely used alone

Most businesses combine two or three of these, then keep the ones that produce clients.

Questions

Referrals & introductions — questions

How does B2B.ID know who can introduce me?

From relationship context on the platform: shared relationships, people you have met and recorded, partners you work with, and — where available — relationship signals attached to the target business.

Is this a referral exchange?

No. There are no quotas or obligations. Referrals are one acquisition path: you can request an introduction where a path exists, and you can refer work out to trusted partners when it is not a fit for you.

What if there is no introduction path?

Then you still have the other paths — Find, Opportunities, recommendations, Signals, partnerships. Referrals are strongest when combined, not relied on alone.

Create your B2B ID first

Referrals & introductions works from your business context — offers, markets and the clients you want. That starts with a B2B ID.

Create Your B2B ID & Start Getting ClientsSee how it works