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Introductions Tracker

Managing introductions - made and received.


Pending Introductions

To Make

Person A Person B Why Status Notes
[PLACEHOLDER] [PLACEHOLDER] [PLACEHOLDER: Why this intro] `to_reach_out reached_out

To Request

Target Person Through Whom Why You Want to Meet Status
[PLACEHOLDER] [PLACEHOLDER] [PLACEHOLDER] `to_ask

Completed Introductions

Made

Date Person A Person B Outcome
[DATE] [PLACEHOLDER] [PLACEHOLDER] [PLACEHOLDER: What happened]

Received

Date From Connected To Outcome
[DATE] [PLACEHOLDER] [PLACEHOLDER] [PLACEHOLDER]

Introduction Template

Email/DM Double Opt-In

Subject: Introduction: [Person A] <> [Person B]

Hey [Person B],

[Brief context on why I'm reaching out]

I'd love to introduce you to [Person A]. [1-2 sentences on who they are and what they do]

I thought you two should connect because [specific reason for the intro].

Would you be open to an intro? [Person A] is already opted in.

Let me know!

[Your name]

Making the Introduction

Subject: Introduction: [Person A] <> [Person B]

[Person A], meet [Person B]. [1-2 sentences about Person B]
[Person B], meet [Person A]. [1-2 sentences about Person A]

I thought you two should connect because [specific reason].

I'll let you take it from here!

[Your name]

Introduction Principles

  • Always double opt-in: Get permission from both sides first
  • Be specific: Explain WHY they should meet
  • Make it easy: Provide context so they can start the conversation
  • Follow up: Check in to see if the intro was valuable
  • Track outcomes: Learn what makes good intros

Last updated: [DATE]