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This playbook is the most common HiveSight motion. You have a list of target accounts, your team has networks, and you want every outbound sequence to start with the warmest path you can find — not a cold email.

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Set up (one-time)

1

Add target accounts

Upload your target account list as a CSV or paste accounts manually. The more accounts, the more paths to surface.
2

Define ICP

Write a clear ICP definition that names the buyer role (e.g. VP RevOps, Head of Sales). The clearer the ICP, the better the Direct-buyer vs. Adjacent-buyer split.
3

Add connectors

Get every meaningful network onto your team — AEs, founders, advisors, investors, board members. Each connector multiplies the warm-path surface.
4

Connect HubSpot

Optional but recommended. CRM signal makes intros sharper and writeback keeps the pipeline in sync.

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Weekly cadence

Monday morning — review top intro paths. Open the Dashboard. The “Top intro paths” section is ranked by ICP fit × connection strength × target-account boost. The first 3–6 cards are usually the right starting point for the week. For each card:
  1. Click the prospect’s name to open the profile drawer. Skim shared context — schools, prior companies, mutual connections.
  2. Click the connector to view the relationship signals — recent engagement, recommendations, mutual posts.
  3. If it’s a good fit, click Save as opportunity. Pick the relevant intro path and add a one-line goal.
Tuesday – Thursday — run the intros. Saved opportunities show up under Warm intros. For each one:
  • DM the connector with the prefilled context HiveSight surfaces (you can copy-paste the dossier).
  • Move the opportunity to Active status when the connector agrees to make the intro.
  • Move to Closed once the intro lands or the connector declines.
Friday — review coverage gaps. Filter target accounts by no warm path. These accounts need cold outbound — or, more usefully, they’re the prompt for “who should we add as a connector to cover this account?”

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Slack-driven flow

If your team lives in Slack, set the digest to Daily under Settings → Integrations → Slack. The team sees the top paths at 9am every morning without having to open the app. New intro opportunities ping the channel in real time so someone can claim them.

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When intros don’t surface

A few common reasons the dashboard returns nothing — and the fix for each: