Double Opt In Warm Intro

How to write a forwardable intro request note

I love making connections. When I connect someone smart to someone in my network it makes me feel good and I hope it turns into business for everyone.

When I’m asked to make a connection or intro, I always use the Double Opt In method — that means, I never (rarely) blind intro without the recipient explicitly saying, “yes, I am interested in meeting this person.”

In order to do that, I ask the requester to send me forwardable note. Not a pitch, but an honest request with the context and reason for the ask. I will add color to the note (i.e. “I’ve know Jen for 20 years and vouch for her” or “I don’t know Tim well, but the product looks interesting”) and ask specifically “are you interested in me making this connection.”

Here’s a great example of a forwardable note when looking for a job.

It includes the context, why the ask is relevant, and in this case, a request to meet hiring manager, it includes a resume and LinkedIn profile.

If this was an ask to meet an investor, it would include the rationale for the ask, why the specific product or business is relevant to the investor’s thesis, and any relevant materials (pitch, docsend link, etc…). For example:

I hope this helps make all of your connection dreams come true.

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