Path to Power: Warm Intros to Senior Executives | Boomerang

Use case 01 · Path to Power

Senior executives don't open cold emails. They open warm ones.

Rudy finds the fastest warm path to any senior executive, from Sr. Director to CXO, across your reps, your CEO, your board, and your advisors. Then he drafts the ask, picks the moment, and gets the meeting on the calendar.

No credit card required · See your first warm paths in 30 minutes

✓ Meeting booked via Diane

Suggested warm path · Stripe 2 min ago
SPYou MRMarc R. · your CEO DPDiane P. · Stripe board SCSarah Chen · VP Marketing

Why this path works

Marc and Diane co-served on Datadog's board for 4 years · 4 emails exchanged in the last year, the relationship is warm · Diane has championed you before, 2 prior intros

Drafted ask · to Marc

"Marc, quick favor. Could you ask Diane if she'd intro me to Sarah Chen at Stripe? Context attached. Takes you 60 seconds."

Send to Marc → Edit draft $240K · Discovery · Best time: Tue 9:15 AM

3-5×

higher executive meeting conversion vs cold

30 min

to your first warm paths mapped

more warm paths surfaced vs TeamLink

The problem

Executive access is the bottleneck.
And every team is solving it badly.

Reaching decision makers is the difference between a $50K deal and a $500K deal. Most teams solve it with cold outbound, manual LinkedIn digging, and spreadsheets of who-knows-who. None of it scales.

The rep

"I know our CEO probably knows someone who knows the CFO at Airbus. But I have no way to find out, and I'm not going to ask him on Slack."

Cold email, ignored →

The CRO

"We have a board with 50 years of CXO relationships. Our reps can't access any of it. It's the most valuable asset we don't use."

$0 of warm pipeline →

The CEO

"Sales asks me to make 3 random intros a month. I have no idea which ones matter, and the asks are always poorly framed."

Half get sent, half don't →

The relationships exist. The activation doesn't.

How it works

From executive target to booked meeting, end to end.

Five things have to happen for a warm executive intro to actually get on the calendar. Rudy does all five.

01

Identify the true seat of power.

Rudy continuously monitors your target accounts to surface the CXOs, VPs, Sr. Directors, and board members who hold the purse strings. He tracks every promotion, executive hire, and board change, so your team is always looking at the current decision makers, not last quarter's org chart.

Stripe · Executive feed● Live
JK

Jennifer Kim promoted to CFO, was VP Finance

Promoted
SC

Sarah Chen new VP Marketing, joined from Datadog

Hired
RT

Robert Tanaka leaving, was CTO

Exiting
Boomerang relationship graph
02

Build the multi-dimensional relationship graph.

Go beyond LinkedIn. Rudy stitches together board networks, advisory overlaps, executive history, CRM relationship data, and institutional memory from past meetings. It reveals the hidden paths to leadership that traditional tools, including Sales Nav, miss entirely.

03

Relationship intelligence inside the CRM.

Rudy doesn't push or overwrite your CRM data. He sits alongside the account record, surfacing relationship paths, executive moves, and warm-intro context as a panel inside Salesforce or HubSpot. Your data stays clean, and the Permissions Engine keeps inner-circle relationship data visible only to the deal team that needs it.

Boomerang panel inside the CRM
Ask Rudy in plain English
04

Ask in plain English. Anywhere your team works.

Skip the manual research. Reps and execs ask Rudy in natural language: "How do I get to the CEO of Airbus?" or "Which finance leaders do we have the strongest ties to?" Same answer, in the surface they already use: Slack, the CRM sidebar, Gmail, or the Boomerang dashboard. No new tool to learn, no new login for the CEO.

05

Coordinate the top-to-top.

When an AE needs their CEO to reach a target executive, Rudy doesn't just suggest the path. He orchestrates the meeting end to end: drafts the ask, briefs the CEO with deal context, schedules around connector preferences, and tracks the handoff. The AE gets a meeting. The CEO gets a one-click action.

Rudy coordinates the top-to-top meeting

What connects

Lives where your team already works.

Reads from

Sources Rudy continuously stitches into the relationship graph.

CRM: Salesforce, HubSpot Email and calendar LinkedIn graph Board and advisor data Public executive moves

Surfaces inside

Where your reps and execs see the paths and act on them.

Salesforce HubSpot Slack Gmail Outlook Outreach Gong

Proof

"It's the agent doing the work, not us."

Armis Path to Power across 200+ enterprise accounts

"I have found Boomerang's product strategy and hands-on customer success best suited to support generating pipeline from executive relationships. It's the agent doing the work, not us."

Angela Frackowiak · Sr. Director, Global Growth Operations · Armis

200+

enterprise accounts running the play

executive meeting conversion vs their cold baseline

0

extra hours on leadership's calendars

Read the Armis case study →

The other two plays

Path to Power is one side of the relationship graph.

Same agent. Same data. Two more plays, each solving a different revenue problem. Most customers run all three together.

Use case 02

Champion Tracking

When your champion changes jobs, your next deal walked in the door. Rudy catches the move, surfaces the context, and drafts the re-engagement automatically.

See the play →

Use case 03

Buying Group Intelligence

Every target account has 8 to 12 people who matter. Rudy keeps the buying group live: who joined, who left, who's been engaged, and who's still cold.

See the play →

Find the who under your top 50 accounts.

Connect your stack and Rudy maps the relationship graph across your customers, executives, board, and advisors. See exactly which doors are sitting unopened.

Try for Free Book a Demo →

No credit card required · See your first warm paths in 30 minutes

3-5×

higher CXO meeting conversion vs cold

30 min

to your first warm paths mapped

more warm paths surfaced vs TeamLink

The problem

CXO access is the bottleneck.
And every team is solving it badly.

Reaching decision makers is the difference between a $50K deal and a $500K deal. Most teams solve it with cold outbound, manual LinkedIn digging, and spreadsheets of who-knows-who. None of it scales.

The rep

"I know our CEO probably knows someone who knows the CFO at Airbus. But I have no way to find out, and I'm not going to ask him on Slack."

Cold email, ignored →

The CRO

"We have a board with 50 years of CXO relationships. Our reps can't access any of it. It's the most valuable asset we don't use."

$0 of warm pipeline →

The CEO

"Sales asks me to make 3 random intros a month. I have no idea which ones matter, and the asks are always poorly framed."

Half get sent, half don't →

The relationships exist. The activation doesn't.

How it works

From CXO target to booked meeting, end to end.

Five things have to happen for a warm executive intro to actually get on the calendar. Rudy does all five.

01

Identify the true seat of power.

Rudy continuously monitors your target accounts to surface the CXOs, VPs, and board members who hold the purse strings. He tracks every promotion, executive hire, and board change, so your team is always looking at the current decision makers, not last quarter's org chart.

Stripe · Executive feed● Live
JK

Jennifer Kim promoted to CFO, was VP Finance

Promoted
SC

Sarah Chen new VP Marketing, joined from Datadog

Hired
RT

Robert Tanaka leaving, was CTO

Exiting
Boomerang relationship graph
02

Build the multi-dimensional relationship graph.

Go beyond LinkedIn. Rudy stitches together board networks, advisory overlaps, executive history, CRM relationship data, and institutional memory from past meetings. It reveals the hidden paths to leadership that traditional tools, including Sales Nav, miss entirely.

03

Relationship intelligence inside the CRM.

Rudy doesn't push or overwrite your CRM data. He sits alongside the account record, surfacing relationship paths, executive moves, and warm-intro context as a panel inside Salesforce or HubSpot. Your data stays clean, and the Permissions Engine keeps inner-circle relationship data visible only to the deal team that needs it.

Boomerang panel inside the CRM
Ask Rudy in plain English
04

Ask in plain English. Anywhere your team works.

Skip the manual research. Reps and execs ask Rudy in natural language: "How do I get to the CEO of Airbus?" or "Which finance leaders do we have the strongest ties to?" Same answer, in the surface they already use: Slack, the CRM sidebar, Gmail, or the Boomerang dashboard. No new tool to learn, no new login for the CEO.

05

Coordinate the top-to-top.

When an AE needs their CEO to reach a target CXO, Rudy doesn't just suggest the path. He orchestrates the meeting end to end: drafts the ask, briefs the CEO with deal context, schedules around connector preferences, and tracks the handoff. The AE gets a meeting. The CEO gets a one-click action.

Rudy coordinates the top-to-top meeting

What connects

Lives where your team already works.

Reads from

Sources Rudy continuously stitches into the relationship graph.

CRM: Salesforce, HubSpot Email and calendar LinkedIn graph Board and advisor data Public executive moves

Surfaces inside

Where your reps and execs see the paths and act on them.

Salesforce HubSpot Slack Gmail Outlook Outreach Gong

Proof

"It's the agent doing the work, not us."

Armis Path to Power across 200+ enterprise accounts

"I have found Boomerang's product strategy and hands-on customer success best suited to support generating pipeline from executive relationships. It's the agent doing the work, not us."

Angela Frackowiak · Sr. Director, Global Growth Operations · Armis

200+

enterprise accounts running the play

CXO meeting conversion vs their cold baseline

0

extra hours on leadership's calendars

Read the Armis case study →

The other two plays

Path to Power is one side of the relationship graph.

Same agent. Same data. Two more plays, each solving a different revenue problem. Most customers run all three together.

Use case 02

Champion Tracking

When your champion changes jobs, your next deal walked in the door. Rudy catches the move, surfaces the context, and drafts the re-engagement automatically.

See the play →

Use case 03

Buying Group Intelligence

Every target account has 8 to 12 people who matter. Rudy keeps the buying group live: who joined, who left, who's been engaged, and who's still cold.

See the play →

Find the who under your top 50 accounts.

Connect your stack and Rudy maps the relationship graph across your customers, executives, board, and advisors. See exactly which doors are sitting unopened.

Try for Free Book a Demo →

No credit card required · See your first warm paths in 30 minutes