When you meet two people you think should meet, how do you introduce them?
Reading: How to connect people over email
Email is the easiest way to introduce two people, but be aware of email etiquette.
Today, we’re going to tell you everything you need to know about introducing two people via email.
ask permission before introducing someone in an email
Nobody wants to feel obligated to talk to someone they don’t want to meet right now.
As a mutual connection, you are placing a sense of obligation on each person you are introducing. that is why it is important to obtain the consent of both parties before submitting them by email.
In some cases, one of the parties may have asked you to introduce the other person. you still need to get permission from the person you want to meet with.
other times, it may be your idea to introduce them to each other. You will need the permission of both. this is called double opt-in introduction.
Sometimes getting this permission happens informally in a conversation. if not, email each person separately. tell each of them why you think they should meet and how they meet. be brief.
wait for a positive response from both parties before submitting via email. Once you’ve been given the green light, you’re ready to write your introductory email by following the six steps below.
how to introduce people by email: 6 steps
Each introduction email will be slightly different, depending on your relationship to each party and why you are introducing them. but the general process for introducing two people via email is the same.
We’ve broken this process down into six easy steps.
1. fill in the subject line and recipient fields appropriately
The recipient fields in the email are to, cc, and bcc. When introducing two people via email, you’ll typically use to and cc. in some cases, you can even choose to ignore cc all together.
If a person asked you to make the connection, their email will go in the to field. the person they want to meet will go in the cc field.
if it was your idea to introduce them, you can place them both in the to field. however, if you are featuring two people of different rank, for example, someone applying for a job and the head of the company, put the higher ranking person on the cc line. this puts the responsibility of who should follow up first on the lowest ranking person.
The subject line should be short. surnames are not required unless they share a name. If they work for two different companies and you email them to facilitate a collaboration, you can include the company name in parentheses. this will help them remember why you are sending an email.
say something about an “intro” or “intro”. here are some sample subject lines for introduction emails.
- intro: bob, meet karen
- intro: bob (professional writing assistant) > karen (writing company, inc.)
- intro: bob x karen
that’s it! short and sweet is the best choice when writing a subject line.
There are a couple of ways to greet two people via email. if the introduction was your idea, you can greet them both at the opening. but if one exceeds the other, or if you used the cc field, you should direct it to whoever is in the “to” field. if the person requested the introduction, address the greeting to them.
Keep your greeting short and sweet and make sure your tone is appropriate for your relationship with both people. In other words, don’t use “hey” if you’re not on casual terms with both people. “hello” or “hello” is appropriate for most situations.
After the greeting, offer a nice opening prayer that speaks to both of you. here are some ways you can open your email.
- hope this week is treating you well.
- hope you’re both doing well.
- excited to introduce you.
- thank you for accepting this introduction.
one sentence is enough. once you’ve done your greetings, you can now do your introductions.
make your presentations
When you introduce two people via email, there are three things you need to mention about both of them:
- who they are
- how do you know them
- why they should know each other
Let’s go back to our bob and karen example and start creating an introductory email.
thank you both for accepting this introduction. Bob, I’d like to introduce you to Karen, who I mentioned in our meeting. Karen is a developer at writing company, inc. and she is a professional in nlp. We worked together for several years on writers who write, and I can’t say enough good things about her work ethic. I think she would be a perfect fit for our team.
karen, bob is my boss at professional writing assistant. he is as passionate about writing technology as you are. Bob is looking for a new developer who knows both writing technology and NLP. I thought of you, and he asked to meet you.
It’s always a good idea to include a compliment when introducing two people. makes them and you look good.
suggest a call to action
Your introduction has a purpose. what do you want recipients to do now that you’ve introduced them?
If you’re not sure what the next step should be, your call to action can be as simple as “I’ll let you take it from here.” You could also suggest a more specific call to action. you can suggest they connect for coffee or schedule a call or date.
Remember, the person who requested the introductory email, or the person in the “to” field (this could be the same person), is responsible for following up. however, they may not be aware of this email etiquette. name of the person who should follow up when suggesting an account.
here are some tips for ctas when introducing two people via email:
- john, can you email jacob to set up a call?
- mary, will you tell erin a good time to come by?
- michael, I allow you to contact roxanne for more information.
We’ll return to our bob and karen example in the next section, so you can see the end of an email in action.
lean in and sign out
Once you’ve made the introduction, it’s time for the two people to get to know each other. in most situations, you’ll want to be removed from the email thread. no one wants an inbox full of emails that don’t apply to them.
Often, people will know how to do this, especially if you’re introducing a potential job applicant to a hiring manager. but there are ways to politely remind them not to include you in future emails. If you need or want to be included, you can also ask them to move you to the “bcc” field for the next email. this will give them a chance to thank you for the introduction.
Let’s look at some ways you can remove yourself from an email introduction thread.
- I’m excited for you to connect. you can remove me from this thread from now on.
- I’ll let you two get to know each other. let me know if you need anything else from me.
- feel free to bcc me in your replies.
Your signature should feel natural and be appropriate for your relationship with both parties. if you have a very formal relationship with one and a less formal relationship with the other, choose something neutral but warm, such as “all the best,” “best regards,” “thanks again,” or “best wishes.”
let’s go back to our bob and karen example. this is how you could suggest a call to action, back off and sign out.
bob, i’ll let you get in touch with karen to discuss the position. Let me know if any of you need anything else from me.
all the best,
As you can see, you don’t need to have a fancy conclusion. try to be succinct, clear, and courteous.
review before hitting send
Once you’ve drafted your email, it’s time to review it. First, make sure both email addresses are spelled correctly. you don’t want to accidentally introduce bob to “[email protected]” when you should have emailed “ksmith1”.
then check that you have attached all the necessary documents that you mentioned in your email. this is not common for email submissions, but it is a possibility. You’ll also want to make sure you spelled both parties’ names correctly throughout the email.
Finally, check your spelling and grammar with a free grammar checker like prowritingaid to make sure your writing is clear and consistent.
start creating professional emails with a free prowritingaid account
two-way email introduction samples
Let’s look at two more examples of how to introduce two people via email. this first one is more informal than bob and karen’s.
subject: introduction: maria, meet julia.
Good morning, Maria and Julia!
I’m excited to connect you both. Maria, Julia is the graphic designer I was talking about. she has done great work for some big name clients. I know her through my volleyball club. she knows a lot about getting started in graphic design, which I know she’s interested in.
julia, maria is a talented artist who is considering getting a degree in graphic design. she is the little sister of my best friend. She would be great if she could answer some of his questions about the field.
maria, you can email julia with any questions you have. feel free to remove me from this email thread.
all the best,
Let’s look at another example that connects two people from different companies.
subject: introduction brad < > Janet
I hope you are both well this week. Brad, I’d like to introduce you to Janet Matthews. She is the HVAC engineer I told you about and she has worked before on castles and other historic buildings. we went to school together. I thought it might be a good resource for that castle transylvania project you’re working on.
janet, brad has installed hundreds of hvac systems before, including the one in my office. he’s working in an interesting castle where a scientist lives and he could use your experience.
brad, can you email janet to set up a time to talk business? please remove me from the thread. I don’t know anything about hvac!
A cordial greeting,
Introducing two people via email doesn’t have to be awkward or stressful. just follow our six steps to success to facilitate seamless connections through email.
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