Saturday, September 22, 2018
Voices

6 Steps to Making an Excellent Introduction

Jodi Warner
September 04, 2018

3 minute read

Adapted advice from the Experience This! podcast with Joey Coleman and Dan Gingiss.

Have you ever received a single opt in introduction email and been confused why the introduction is even happening? In episode 32 of Experience This!, a customer experience podcast series, hosts and CX experts Joey Coleman and Dan Gingiss explain the single opt in vs double opt in introductions and the importance of creating a remarkable experience when properly making an introduction between two people, whether the introduction involves a customer, potential customer, colleague — or anyone.

6 Steps to Making an Excellent Introduction

Dan and Joey explain single vs double opt in as this: A single opt in introduction is when an email appears in your inbox from someone introducing another person, and you have no idea that this introduction is coming. You also have no idea who the other person is or what you are supposed to do with this new contact, yet the ball is in your court. With the double opt in introduction you ask both parties separately from each other if they would enjoy or be okay with being connected to one another.

According to Dan and Joey, the double opt in intro is the appropriate way to make an introduction, so everyone involved is on the same page.

Here are 6 steps to an appropriate and effective introduction:

  1. Check with both parties first. See if both parties are interested in being connected.
  2. Do an email intro to connect both parties. Using email for the introduction allows you to put everything in writing and gives you the opportunity to fully explain who the people are you are introducing and why you feel it is important they are connected.
  3. Introduce the more junior person to the senior person. This may sound a little old school and most people won’t even notice the introduction order. However, those who do have an appreciation for etiquette will acknowledge the deference.
  4. Take the time to really tell each person about the other person. You’ve already done this in the initial communication when you were checking if it was okay to do the intro in the first place. But that doesn’t mean to leave it out in the actual introduction email. Reiterate why you think the connection is important.
  5. Include a link to their LinkedIn profiles or their websites. You want to make it as easy as possible for the people you are connecting to find things in common, learn more about the other person, and learn things they can easily connect on.
  6. Leave them to continue the conversation. Make the proper introduction, leave it to them to continue the conversation, and move on.

One bonus tip: if you are one of the recipients of an introduction email, the very first thing you should do when you respond is put the person who made the connection onto BCC. That person does not want to be stuck on a bunch of back and forth exchanges with you and the other contact while you’re trying to figure out a good time to connect. It’s best to acknowledge the person for making the connection and let them know they are being moved to BCC.

6 Steps to Making an Excellent Introduction

Lastly, keep paying it forward. If you are the recipient of the introduction, think about those in your network who would benefit from being introduced. You never know how connecting others could also be beneficial to you.

Jodi Warner
Jodi Warner is little bit Yankee and a little bit y'all. Some of Jodi's favorite things include her goldendoodle, jazz fest in New Orleans, eating in NYC, and watching her favorite sports teams. Jodi is a Content Marketing Specialist at Oracle with more than 10 years of industry experience.
SmarterCX.com by Oracle is the destination for professionals who are building the next generation of customer experience. Here, you can find breaking news, in-depth analyses, expert insights, and useful tools that will empower you to think and work progressively.
CLOSE