WARM INTRODUCTION REQUEST TEMPLATES ===================================== Use these proven templates when requesting introductions through your network. TEMPLATE 1: STANDARD INTRODUCTION REQUEST ----------------------------------------- Subject: Quick favor - intro to [Target Name] Hi [Introducer Name], Hope you're doing well. I noticed you worked with [Target Name] at [Company] and thought you might be able to help with an introduction. We're researching [sector/topic] and [he/she] would be an incredible perspective given [his/her] experience with [specific relevant background]. Would you be open to making an introduction? I've drafted a quick email below that you could forward if that's easier. No worries at all if the timing isn't right or you'd prefer not to. --- [DRAFT EMAIL TO FORWARD] Subject: Introduction - [Your Name] / [Target Name] Hi [Target Name], [Introducer Name] thought we should connect given your experience in [relevant area]. I'm a [Your Title] at [Your Firm], and we're spending time learning about [sector/topic]. Given your background with [specific experience], I'd love to hear your perspective on [specific question or topic]. Would you have 20 minutes for a call in the coming weeks? Happy to work around your schedule. Best, [Your Name] [Your Title] [Your Firm] [Your Email] [Your Phone] --- Thanks either way, [Your Name] ===================================== TEMPLATE 2: DEAL-SPECIFIC INTRODUCTION -------------------------------------- Subject: Introduction request - [Target Company] Hi [Introducer Name], Hope all is well. I wanted to reach out because we're looking at [Target Company] and I believe you know [Target Name], their [Title]. We're impressed with what they've built in [space/sector] and would love to learn more about the business and [his/her] perspective on the market. Would you be comfortable making an introduction? I know [how you know them - e.g., "you served on the board together at Company X"], so I thought this might be a natural connection. Happy to share more context on our interest if helpful. And of course, completely understand if you'd prefer not to - just let me know. Thanks, [Your Name] ===================================== TEMPLATE 3: TALENT/EXECUTIVE INTRODUCTION ----------------------------------------- Subject: Hoping you can connect me with [Target Name] Hi [Introducer Name], I'm reaching out because we're working on a [CEO/CFO/Board] search for one of our portfolio companies and [Target Name] keeps coming up as someone worth knowing. I saw that you [worked together at Company / served on a board together / etc.] and wondered if you'd be willing to make an introduction. We're not necessarily recruiting [him/her] for this specific role, but I'd love to get [his/her] perspective on the [industry/sector] and build the relationship for the future. Would that be something you'd be comfortable doing? Happy to provide more context on what we're looking for. Thanks, [Your Name] ===================================== TEMPLATE 4: FOLLOW-UP AFTER INTRODUCTION IS MADE ------------------------------------------------ [Reply to the introduction email, keeping introducer CC'd] Hi [Target Name], Thank you so much for being open to connecting. [Introducer Name] speaks highly of your work at [Company]. As mentioned, I'd love to hear your perspective on [topic]. Would any of these times work for a 20-minute call? - [Option 1: Day, Date, Time - Time, Timezone] - [Option 2: Day, Date, Time - Time, Timezone] - [Option 3: Day, Date, Time - Time, Timezone] If none of those work, I'm happy to find another time that suits your schedule. Looking forward to it. Best, [Your Name] ===================================== TEMPLATE 5: CLOSING THE LOOP WITH INTRODUCER -------------------------------------------- Subject: Re: Introduction - [Your Name] / [Target Name] Hi [Introducer Name], Just wanted to close the loop - I had a great conversation with [Target Name] yesterday. [He/She] shared some really valuable insights on [topic], and I think there may be opportunities to stay in touch. Really appreciate you making the connection. Let me know if I can ever return the favor. Best, [Your Name] ===================================== BEST PRACTICES -------------- 1. Be specific about how they know each other Shows you've done your homework and aren't mass-mailing 2. Explain why the target would want to meet you Give the introducer ammunition to make the connection valuable 3. Include a forwardable email Reduces friction to near-zero 4. Provide an easy out "No worries if you'd prefer not to" removes social pressure 5. Keep it short Busy people don't read long emails 6. Follow up quickly When an intro is made, respond within 24 hours 7. Close the loop Thank the introducer after the meeting happens ===================================== RED FLAGS TO AVOID ------------------ - Asking for intros to people your contact barely knows - Making vague asks ("I'd love to connect sometime") - Sending the same template to everyone without customization - Failing to follow up after an intro is made - Never thanking the introducer or reporting back - Asking too often from the same person