Score one warm referral before asking for an intro. Draft only — no cold-volume use. Back to Agency Beta →
Task Agents
Growth asset · buyer-fit triage

Only pursue warm referrals with a live client problem.

Cold volume already produced weak signal. This card filters the next warm-channel test toward buyers likely to order, resell, or critique a finite research packet this week.

Copy the triage ask Score the referrer

5Best fit

Agency owner, solo marketer, account lead, fractional CMO, or freelancer with one prospect/client audit due in the next 14 days.

  • Already buys research, audits, creative briefs, or VOC work.
  • Can name the client/prospect use case before seeing pricing.
  • Needs a packet, not a software subscription.

3Maybe

Operator who likes the idea but has no urgent client deliverable. Useful for objections, not a first-order push.

  • Ask for the trust blocker.
  • Ask which sample would make it credible.
  • Do not chase without a concrete use case.

0Bad fit

Generic local-business inbox, curiosity-only founder, or anyone who needs ongoing execution rather than a bounded report.

  • No active marketing owner.
  • No budget or client context.
  • No channel to send a personal reply.

First-order match

Sales-call prep: Business Website Roast. Messaging: Review Mining Report. Creative: TikTok Competitor Report or Shortform Script Pack. Local growth: Local SEO Gap Scan.

Signal to capture

Log the buyer type, report picked, live use case, trust objection, and whether they requested a sample, forwarded the page, or would pay $9–$19.

Stop rule

If the referrer cannot name a likely buyer and a current pain, stop. Ask for critique instead of an intro. One qualified objection beats another unqualified send.

Draft-only warm triage ask

Before I ask for an intro: do you know one agency/freelancer/account lead with a client audit, pitch, content brief, or messaging project due in the next 14 days? Task Agents sells tiny research packets — website roast, review mining, TikTok competitor report, local SEO scan — so I only want a warm intro if there is a live client problem. If not, the more useful reply is: which packet would you distrust, and why?