Introductions Tracker
Managing introductions - made and received.
Pending Introductions
To Make
<!-- Introductions you've committed to making -->
| Person A | Person B | Why | Status | Notes | ||
|---|---|---|---|---|---|---|
| [PLACEHOLDER] | [PLACEHOLDER] | [PLACEHOLDER: Why this intro] | `toreachout | reached_out | connected` | [PLACEHOLDER] |
To Request
<!-- Introductions you want to ask for -->
| Target Person | Through Whom | Why You Want to Meet | Status | ||
|---|---|---|---|---|---|
| [PLACEHOLDER] | [PLACEHOLDER] | [PLACEHOLDER] | `to_ask | asked | intro_made` |
Completed Introductions
Made
<!-- Successful intros you facilitated -->
| Date | Person A | Person B | Outcome |
|---|---|---|---|
| [DATE] | [PLACEHOLDER] | [PLACEHOLDER] | [PLACEHOLDER: What happened] |
Received
<!-- Intros made for you -->
| 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]*