Make It Efficient: 5 Pinpoint Introduction Templates

Otter Writer
4 min readJun 27, 2021


Do you want to expand your network? Good.

Do you want a wider customer range? Even better.

Do you want your business to be more recognized? Amazing.

An introduction is a stepping stone in moving yourself forward in the business world.

First impression is how the other side perceives you — that’s why making a good one is highly important when it comes to doing business. The business world can be hard and unforgiving therefore, knowing the right people can help us move ourselves and our business ideas forward.

Making new connections can feel like a huge burden on some people, and here are some reoccurring issues we found:

Unclear intentions

Using wrong words

Not enough\ too much information

Let us show you a better way to introduce yourself online

These are the 4 foundation points of introduction messages:

1. Personalization is a good place to start, adding a personal touch can change the whole picture.

2. Being direct will save both sides time and will lead to a successful first impression

3. Adding an incentive to your message will definitely capture the attention of the recipients

4. Mutual connections can help ease the process of getting to know a new business associate

Here are 5 templates to make your life easier

1. Direct outreach

Incentive: minimum words maximum outcome

Dear [their_name] My name

is [your_name] and I am the [title] at [organization]. I think that we should get to know each other. How about having a chat over the phone in the next couple of days? Maybe something interesting will come up.

Drop me a line when you’re available and I’ll work my schedule around it.

Kind regards

2. Need your Feedback

Incentive: grooming a new connection from a constructive opinion

Hi [their_name],

How are you?

My name is [your_name] and I am [your_title] at [your_company].

I’ve been reading your work while struggling with a certain task and you seem to know how to get around it. I’d love to understand how you did it.

How about having a quick chat this week? Tell me when it’s comfortable for you and I’ll work my schedule around it.

Looking forward to your feedback,

Thanks, [your_name]

3. Solving Challenges Together

Incentive: getting to know someone through a problem and solving it together can make a strong connection

Hi [their_name],

How are you?

My name is [your_name] and I am [your_title] at [your_company].

We haven’t had a chance to get acquainted, but I’m struggling with a certain task, and from what I understand you recently had overcome similar challenges.

I’d love to pick your brain and understand how you did it.

How about having a quick chat this week? Tell me when it’s comfortable for you and I’ll work my schedule around it.

Looking forward to hearing from you.



4. 3 rd Party Referral

Incentive: being the mediator

Hello [their_name],

It’s been a while since we met, and I hope all is going well for you.

Allow me to introduce you to [name], who focuses on [focus].

I assume that by working together, you will be able to build a compelling value proposition.

Let me know if you guys chat and how it went.

Good Luck, [your_name]

5. Valued introduction

Incentive: connecting through valued proposition

Good day, [their_name],

I’m contacting you on behalf of [your_company] because I’ve been speaking with other managers and feel that our [service_description] will greatly assist you in improving your performance.

[your_company] has been in business for a year, and we [add_value] to over [XXXX] customers on a regular basis.

I’ve worked on projects related to [topic] as [your_role], and I can share a few data points with you that I’ve gathered over the years.

If you’re involved, please let me know.

Feel free to check our portfolio at [URL].


To sum up, when it comes to introducing yourself or your business online it all depends on your incentive. In order to have a successful first impression, we must have a clear, balanced, direct and personalized message that also contains a capturable incentive. The process of getting to know new business associates is all about mutual connections.

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