A cold forward burns trust. Ten copy-paste emails for an agency asking a happy client for an introduction, from the first ask to the follow-up that closes the loop.
These ten emails are for an agency asking a happy client to make an introduction: the ask, a note they can forward, the permission check and the intro they send, your reply, and the follow-up that closes the loop. Fill in the brackets and send from your own address. For status updates after a referral is already in motion, use the referral status update templates instead.
Send after a client shares a specific win or positive feedback. Reference that moment rather than simply saying the project went well.
Subject: Anyone come to mind?
Hi Client first name,
Really glad to hear specific result or positive feedback.
Do you know another type of company or team dealing with specific problem you helped solve? That’s the kind of work we’d love to do more of.
If someone comes to mind, would you be comfortable asking whether they’d like an intro? I can write a two-line note for you to send.
Thanks,
Your name
Send once your client names someone they could introduce. Fill in the details yourself so your client only needs to review and send.
Subject: A short note for Contact first name
Hi Client first name,
Thanks for thinking of Contact first name. Here’s a note you can send—edit anything that doesn’t sound like you:
“You mentioned problem recently. We worked with Agency on project, and they helped us specific result. Thought they might be useful for what you’re working on. Want me to introduce you to Your name?”
Thanks again,
Your name
Send before connecting anyone. Use this fuller version when the contact needs more context; the blurb in template 2 is the shorter alternative.
Subject: An intro for specific project or problem?
Hi Contact first name,
Are you still working on specific project or problem?
We worked with Agency on similar challenge, and they helped us specific result. I thought of you because relevant connection to their situation.
Would you like an intro to Your name, our contact there?
Client first name
Send once the contact agrees to the introduction. Draft it for your client, and include only details the contact is comfortable sharing.
Subject: Intro: Contact first name <> Your name
Hi both,
Contact first name, meet Your name at Agency. Their team helped us specific result, and I thought they’d be worth speaking with about contact’s challenge.
Your name, Contact first name leads function at Company and is looking at brief description of the need.
You both have the context—I’ll leave you to connect.
Client first name
Send within one business day of the introduction. Keep the client’s subject line and offer two actual times.
Subject: Re: Intro: Contact first name <> Your name
Thanks for connecting us, Client first name—moving you to BCC.
Hi Contact first name,
Good to meet you. Client first name mentioned you’re working on specific challenge.
We recently helped their team relevant result. I’d be interested to hear what you’re trying to achieve and see whether we could help.
Would day, time, time zone or day, time, time zone work for a 20-minute conversation?
Your name
Send after you have a result worth sharing and a credible reason another team might benefit. Name the team or initiative rather than asking broadly who else you should meet.
Subject: Could this help team or department, too?
Hi Client first name,
Now that we’ve specific result for your team, I wondered whether other team or department is dealing with something similar.
Do you know who owns specific initiative or problem there? If you think our work would be relevant, would you be comfortable connecting us?
I can send a short summary of what we did together for you to pass along.
Your name
Send about a week after your client agrees, unless they gave you a different timeline. Send one reminder, with the completed note included, then leave it with them.
Subject: Re: A short note for Contact first name
Hi Client first name,
Is an intro to Contact first name still something you’re comfortable making?
Here’s the note again so you don’t have to dig for it:
“You mentioned problem recently. We worked with Agency on project, and they helped us specific result. Would you like an intro to Your name there?”
If now isn’t a good time, no need to send it. Thanks either way.
Your name
Send five to seven business days after your first reply, in the same thread. Keep the original client off the follow-up unless they have a reason to stay involved.
Subject: Re: Intro: Contact first name <> Your name
Hi Contact first name,
One follow-up on Client first name’s intro. Is specific challenge something you’re looking to tackle soon?
If so, happy to compare notes on what you’re considering and share what worked for Client company.
If it’s not a priority, no problem—I’ll leave it here.
Your name
Send after the first meeting. Share the next step without disclosing confidential details or making your client responsible for moving things forward.
Subject: Thanks—we connected
Hi Client first name,
Contact first name and I spoke today / yesterday—thanks again for connecting us.
We talked through brief, non-confidential description of the need, and agreed next step.
I appreciate you putting us in touch. I’ll let you know how it turns out.
Your name
Send once the outcome is clear. Thank the client in either case. Use the reward line only when it reflects an actual arrangement.
If they become a client
Subject: Your intro turned into a project
Hi Client first name,
Contact first name’s team is moving ahead with us on project.
That started with your introduction. Thank you for putting your name behind our work—we really appreciate it.
We’re looking forward to getting started.
Your name
Optional, only if you already promised one
As promised, specific referral thank-you and delivery timing.
If they don’t move forward
Subject: A quick update on your intro
Hi Client first name,
Closing the loop on your intro to Contact first name: we connected, but won’t be moving ahead together right now / on this project.
Thank you for thinking of us and making the introduction. I appreciate it, whether or not it turns into work.
Your name
Log the introduction and keep what happens next in one place.
An unexpected CC is not generosity; it is a favor called in without consent. Clear both sides before the connect email.
One sentence on who each person is and why the intro exists beats a paragraph of credentials. Busy people skim for relevance.
The intro email should make reply-all the easy path: suggest a short call, offer times, or hand off ownership explicitly.
The person who spent social capital deserves a thank-you and a status note. Silence teaches them not to intro you again.
These templates work when introductions are occasional. When they are constant, drafting by hand becomes the bottleneck. Introzy helps connectors log referrals, draft intros, and keep partners updated, including a portal with live status and earnings after the introduction turns into a tracked opportunity.
"What do we say after the intro?"
Five copy-ready emails that close the loop with referral partners, from confirmation to payout.
"What do we promise in writing?"
The one-page agreement that defines the fee when an introduction becomes a paid referral.
"Do we have a program or a habit?"
Seven questions score your referral motion and show which component to fix first.
These templates are general business communication scaffolds, not legal advice. In regulated professions, check your professional rules before promising fees, sharing confidential client details, or making introductions that could be construed as solicitation. Adapt language to your industry and jurisdiction.