Relationship Building

The Etiquette of the Warm Intro

The Etiquette of the Warm Intro
The Etiquette of the Warm Intro
The Etiquette of the Warm Intro
Date

Sep 18, 2025

Author

Matt Astarita

Struggling to get responses from your network? Let's clear the air. "Social Capital" is a bank account. Every time you ask for an introduction, you are making a withdrawal.

If you ask for a sloppy introduction, you aren't just wasting the recipient's time, you are bouncing a check on your own reputation.

In 2026, where automated outreach is ignored by default, the Warm Intro is the only currency that matters. It is the gold standard of B2B access. But most people handle it like loose change.

Here is the definitive protocol for requesting and making introductions without burning your network.

The "Lazy Ask" (How to Lose Friends)

We have all received this text:

"Hey, can you intro me to the CEO of Acme Corp? I want to pitch him my tool."

This is a Social Grenade. If you forward this to the CEO, you look unprofessional. If you say "No" to your friend, you look like a jerk.

The Rule: Never force the connector to do the work. If you want an intro, you must write the email for them.

The "Forwardable Email" Protocol

This is the only acceptable way to ask for an introduction. You send an email to your Connector that is clean, concise, and ready to be forwarded with zero editing.

Subject: Intro to [Target Name] // [Your Value Prop]

Body:

*"Hi [Connector],

Hope you’re doing well.

I noticed you’re connected to [Target Name] at [Target Company]. I’d love to chat with them about [Specific Topic/Problem].

Context: We just helped a similar company reduce their cloud bill by 30%, and I think [Target Company] might have the same issue.

The Ask: Could you forward the blurb below to see if they are open to a 10-minute chat?

Best, [You]"*


Below the line (The Blurb):

"About [Your Company]: We automate cloud cost optimization. Relevance: Helping similar clients like [Competitor X]. Link: [Website/Deck]"

Why this works: The Connector just has to click "Forward," type "See below, thought of you," and hit Send. You reduced their friction to zero.

[Internal Link Opportunity]: Link this section to Article #55: "The Psychology Behind Our 'Double Opt-In' System" to reinforce why reducing friction increases conversion.

The "Double Opt-In" Mandate

If you are the Connector, never surprise-intro two people. Just because Person A wants to meet Person B, doesn't mean Person B wants to meet Person A.

The Process:

  1. Receive Request: Person A asks for an intro.

  2. Check with Target: Email Person B: "Friend of mine, [Person A], wants to chat about [Topic]. They are legit. Do you have bandwidth, or should I protect your time?"

  3. The Verdict:

    • If Person B says "Sure": Connect them.

    • If Person B says "Pass": Reply to Person A: "They are heads-down on a project right now, maybe next quarter." (Soft letdown).

This protects your VIP relationships. If you burn a VIP with a bad meeting, they will never take your call again.

[Internal Link Opportunity]: Link this section to Article #30: "The Art of the Double Opt-In Introduction" to discuss the deeper mechanics of this.

Closing the Loop (The "Thank You" Tax)

This is where 90% of people fail. If I introduce you to a potential client, and you land a $50k deal, you must tell me.

Nothing kills a relationship faster than "Radio Silence" after a favor.

The Protocol:

  1. Immediately: Reply to the intro email moving me to Bcc (Blind Carbon Copy) to spare my inbox, but saying "Thanks [Connector] - moving you to Bcc to save your inbox."

  2. Post-Meeting: Send a quick note: "Had the chat. It went great. Thanks again."

  3. Post-Deal: Send a bottle of wine (or a handwritten note). "We just signed the contract. This wouldn't have happened without you."

This is a Social Capital Deposit. You just replenished the bank account, ensuring I will introduce you again.

The "Super-Connector" Mindset

The best way to get intros is to give them. But don't give them randomly. Be a sniper.

  • Bad Connector: "You two should talk! Synergy!" (Lazy).

  • Good Connector: "User A, you have a distribution problem. User B, you have a distribution platform. I think there is a deal here." (Strategic).

In 2026, be known as the person who only makes introductions that result in money.

The Verdict for 2026

Networking is not about how many people you know. It is about how many people trust you with their own network.

Treat every introduction like a loaded weapon. Handle with care, safety on, and only fire when you have a clear target.

Stop flying blind. Turn on the lights.

Join the network where data is free and growth is automated.

Stop flying blind. Turn on the lights.

Join the network where data is free and growth is automated.

Stop flying blind. Turn on the lights.

Join the network where data is free and growth is automated.