Outbound Wiki

Forwardable introduction copy

Providing a short explanation that the current contact can forward or use when introducing the sender internally.

A forwardable introduction gives the person helping you a complete, credible reason to connect that they can pass along without editing. Write for the eventual recipient's decision and the current contact's limited attention. The message should stand on its own: it explains the business, the fit, and the requested conversation, while giving the introducer a simple handoff. If the contact has to reconstruct the context, rewrite the note, or decide what to say, the introduction creates work.

The handoff sequence

Move through the request in this order. Each stage gives you a check before you ask the contact to pass the message along.

Stage What you are trying to learn Example question
Confirm agreement whether the contact has agreed to make the introduction Would you be comfortable asking this person to connect?
Build the recipient's case why the recipient should accept the introduction Why would this person want to hear from us?
Make the copy standalone whether the message can travel without editing Could you forward this as written?
Check the handoff whether the subject and context make sense to the recipient Would this still make sense when it lands in their inbox?

Confirm agreement

Ask for permission before writing. The copy should support an agreed introduction and give the contact a clean handoff.

A forwardable introduction request is a short email written so the introducer can forward it without modification, and you should send it after the introducer agrees.1 People typically expect double opt-in for introductions.2 In practice, the introducer asks whether the intended recipient is interested and has time to connect before making the introduction.3

Ask your contact whether they are comfortable making the introduction and whether they would like a paragraph describing the request or a clean email they can forward and add their own note to.4 If they have not agreed, keep the request at that stage and wait for their answer.

Build the recipient's case

Your copy has to answer the recipient's silent question: why should I accept this? Give the recipient enough context to make that decision without asking the contact to explain your situation separately.

State why the recipient should agree to the introduction.5 Explain what the business does, why the connection makes sense, and enough about the founder to make the request understandable.6 Add traction or background that clearly shows something interesting.7

Write a sentence about why this is a fit for this particular recipient. The fit may come from the recipient's interest in the space, the stage of the business, or the likelihood that the people involved will connect well.8 Then state what you want from the conversation, such as the context or question you want to discuss.

Make forwarding mechanical

Once the case is clear, remove every piece of work between the contact and the forward button. The message should read naturally when it arrives in the recipient's inbox.

Use a ready-to-go email where the introducer has nothing to do beyond forwarding it.9 Choose a subject line that makes sense to the eventual recipient.10 Write the body in your own voice so the introducer does not need to rewrite it to sound like them.11 That also lets you frame the context for the person you want to reach in the way you intend.12

Make the email easy to forward from a phone without requiring the contact to use a laptop.13 Use a practical phone test: if the contact cannot help within 30 seconds from their phone, simplify the message.14 Keep the subject, greeting, explanation, fit, and ask together in the same copy.

The copy to hand over

Use a compact structure that gives the recipient a reason to respond and gives the contact a message they can pass along intact.

Subject: [reason this recipient should care]

Hi [recipient],

[What the business does.]

[Traction or background that shows something interesting.]

[Why this is a fit for this recipient.]

[What you want to discuss.]

Thanks,
[requester]

The introducer can add a brief line at the top explaining how they know you.15 Leave that line easy to add without making the rest of the message depend on it. The forwarded body should still explain the business, the reason for the connection, and the requested conversation on its own.

Give the contact enough cover

A contact is lending their credibility when they make an introduction. Help them understand why you chose this person and why passing your message along will feel safe.

Explain why you specifically want the introduction and include enough information for the contact to see that it will not be embarrassing for them.16 Offer a message the contact can forward directly, with the writing already done.17 Keep the request specific enough to feel deliberate and broad enough to travel if the contact knows another relevant person.

What not to do

The common failures add interpretation or editing work for the person helping you. Remove those points before you send the request.

  • Do not ask the contact to write the message from scratch. Doing it properly could take 10 minutes of their day.18
  • Do not put the forwardable copy in an unrelated email thread or give it an unrelated subject line.19
  • Do not tailor the body so tightly to one person that the contact must edit it before sending it elsewhere. A less specific forwardable request can be passed along more widely without edits.20
  • Do not add work and assume it will happen later. Extra work may mean the request never gets done.21

Sources

  1. 1
    “If the introducer says yes, I send them a FIR, which is a short email that is specifically written so that it can be forwarded without any modification on their part.”
  2. 2
    “As Fred Wilson wrote a while back, double-opt-in is the typical way people expect to be introduced.”
  3. 3
    “Even if I know this customer or investor well, I can’t just introduce them. I need to ask if the person on the other end of the introduction is interested and has time to connect.”
  4. 4
    “To do this, I would need a paragraph description of what you are looking for, OR I may ask you for a clean email that I can forward and add my piece on top of.”
  5. 5
    “Now, if we are working together on an introduction to a potential investor, much like with a business deal, it is important to explain why the investor should agree to the introduction.”
  6. 6
    “I would need to explain the business, explain why connection makes sense, and add a few bits about the founder, etc.”
  7. 7
    “Two bits have proved to be effective in this regard – a single paragraph about what the company does, and their traction/background that clearly shows something interesting.”
  8. 8
    “Secondly, a sentence about why this is a fit for this particular investor – they are interested in this space, this is their kind of stage of the company, it feels like they would connect with the founders, etc.”
  9. 9
    “To do this most effectively, use the forwardable email: a ready-to-go email where your “intro-er” doesn’t have to do anything other than hit forward.”
  10. 10
    “You can make this even easier by picking a subject line that will make sense to the eventual recipient.”
  11. 11
    “It’s “from you”, so your introducer doesn’t need to do a bunch of wordsmithing to make it sound like them.”
  12. 12
    “You get to frame up the context to the person you’re trying to reach in exactly the way you’d like to.”
  13. 13
    “The key here is to make it really easy for the Introducer to forward your email from a mobile phone. Please don’t require them to use their laptop (which might never happen).”
  14. 14
    “If you want people to help you, make it super-easy for them to do so. If they can’t manage it in 30 seconds from their phone, you’re unnecessarily slowing things down.”
  15. 15
    “When I receive an FIR like this, as an introducer, I can forward it on by simply adding a brief line at the top to explain how I know the asker.”
  16. 16
    “I write out a template message in Word which summarises why I specifically want an introduction to Martin and enough information for that person to realize that it will not be embarrassing for them to introduce me at all.”
  17. 17
    “I would be happy to send you an email you can easily forward Martin (I’ll do all the work! Ha).”
  18. 18
    “It could easily take 10 minutes out of my day to do it properly.”
  19. 19
    “However, they might include the forwardable email in the very same thread on a completely unrelated topic and subject line.”
  20. 20
    “I’ve found this more useful because it allows the introducer to forward it more widely without needing to edit anything.”
  21. 21
    “By making it easy, you improve the likelihood that it actually happens—if your recipient has to do any work, they’ll “get to it later” (which means they might never get to it).”