Workflow templates

Find the executives and partners at a company — and who can introduce you

Getting the names is the easy part. Sai searches a company's people, pulls the executives and partners, and marks which ones are already 1st or 2nd degree connections of yours, with the mutual contact who can make the intro.

98
% success · 
1040
 runs
LinkedIn
LinkedIn
Google Sheets
Google Sheets
Web research
Web research
The template
Copy prompt
Find my 1st and 2nd degree connections who work at [company name]. Focus on executives, partners, and anyone with decision-making authority. For each person give me their name, title, connection degree, profile URL, and for 2nd degree contacts, which mutual connection we share. Return it as a table sorted by how reachable they are.

See it run

The recording is a real session. The sheet on the right is what it produced.

Find the executives and partners at a company — and who can introduce you
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mp4

The run

Sai opens each profile, pulls the signal, and writes the row, live, in a real browser.

Find the executives and partners at a company — and who can introduce you

The result

Eight columns, sorted by score, with a source link behind every claim.

Details

What you need

A LinkedIn account you're already signed into, and the name of the company you're targeting.

What you get back

A table of executives and senior people at that company, each with their title, profile link, and connection degree — sorted so the people you can actually reach are at the top, with the mutual connection who can introduce you.

How long it takes

Around 5 minutes for a mid-sized company.

Make it recurring

Re-run before each round of outreach, or monthly on your key accounts to catch new hires and departures.

How do you find the executives at a company on LinkedIn?

Finding a company's executives on LinkedIn means resolving two separate questions. The first is who holds decision-making authority: the founders, C-level officers, VPs, partners, and heads of function attached to that company page. The second is how a specific person reaches them: whether each of those people is a 1st-degree connection, a 2nd-degree connection through a shared contact, or outside the network entirely.

The manual method is to open the company page, click "People", filter by title or seniority, and open each profile to read its connection degree and mutual connections. LinkedIn's own search is the source of record here — its people filters are attached to the company entity, and connection degree is computed against the signed-in account. Free accounts see a capped set of search results, and commercial-use limits throttle heavy searching; Sales Navigator lifts those caps and adds finer seniority filters.

The distinction that matters in practice: the roster of executives is identical for everyone who looks the company up, while the reachability of that roster is different for every account. A list of twelve names is public information. Which of those twelve a colleague can introduce you to is specific to one network, and it is the part that determines what the first message should be.

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Who this template is for

Founders and account executives building a route into a named target account; recruiters mapping a hiring team before an approach; partnership and BD leads identifying the right counterpart at a prospective partner; and candidates who want a referral into a company rather than an application through the portal. The shared situation: the company is already chosen, and the open question is who to contact and through whom.

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How do the methods of building an executive list compare?

Method Returns the executive roster Shows your connection degree Names the mutual who can introduce Output as a table Cost / constraint
LinkedIn company page, by hand Yes Yes Yes, one profile at a time No — manual copying Free; capped results and commercial-use limits on free accounts
Sales Navigator Yes, with seniority filters Yes TeamLink surfaces some paths Lists, with export restrictions Paid seat, from $99.99/mo (Core, list price)
Contact databases (Apollo, ZoomInfo, Clay) Yes, with emails and phones No — no view of your graph No Yes, CSV or CRM sync Paid; data staleness on recent role changes
Scraper extension Yes Whatever the page renders Inconsistent Yes Against LinkedIn's User Agreement; account restriction risk
This Sai template Yes Yes — read from your session Yes, named per 2nd-degree contact Yes, sorted by reachability No emails or phone numbers; sees only what your account can see

Contact databases remain the stronger option when the requirement is an email address or a phone number at scale. Sales Navigator remains the stronger option for filtering large lists by seniority and geography. Neither reports which specific person in a network can make an introduction to a named executive, because neither operates inside that account's connection graph.

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What the template does when it runs

The task runs in a signed-in LinkedIn session on the operator's own account. It searches the named company for people with decision-making authority — founders, C-level, VP, partner, and head-of-function titles — and reads each result the way the account sees it.

The returned table carries, for each person: name, current title, connection degree, profile URL, and, for 2nd-degree contacts, the mutual connection who links the two. Rows are ordered by reachability rather than seniority, so a VP reachable through a colleague ranks above a more senior executive with no path. No connection requests, messages, or follows are sent — the run is read-only.

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What the output contains

Column What it holds What it decides
NameFull name as shown on the profileIdentity resolution against CRM records
TitleCurrent role at the companyWhether the person holds the relevant authority
Connection degree1st, 2nd, or 3rd+ relative to your accountDirect message, introduction request, or cold approach
Mutual connectionNamed shared contact, for 2nd-degree rowsWho to ask for the introduction
Profile URLCanonical link to the profileVerification and CRM attachment
Reachability rankRow order, warmest path firstWhich contact to work first

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Why sort by reachability rather than seniority

A list ordered by seniority puts the CEO first regardless of whether any route to the CEO exists. A list ordered by reachability puts the contact who can be reached this week first.

The two orderings produce different first actions. A 2nd-degree VP with a named mutual connection is an introduction request sent to a colleague. A 3rd-degree C-level officer with no shared contact is a cold approach with a materially lower response rate. Treating both as equivalent entries on a target list is the error that ordering by reachability removes.

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What to do with the list

The roster is the input to an outreach sequence, not the sequence itself. Three continuations follow it.

Warm paths first: the mutual connection column names who to ask, and that request is a message to an existing contact rather than an invitation to a stranger. Where invitations are still needed for the unreachable rows, the LinkedIn connection request template covers doing that within account-safe limits.

Completing the record: the output holds profile URLs, not email addresses or company data. The contact data enrichment template fills in the missing fields, and CRM data management keeps the resulting records current once they are in the system.

Preparing the conversation: once a meeting is booked with one of these executives, the meeting prep template for sales calls assembles the account background beforehand.

Where the target account is not yet chosen, the upstream tasks are account selection rather than contact mapping — prospects with buying signals identifies which companies to run this on.

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