Stanford GuideEST. 2016

Best Practices for Intros and Emails

Written by and all credit to JL.

In no particular order, these generalities that don’t apply to every case.

Giving intros:

1. In general, double blind is preferable. That means check with both people and give adequate context to each separately before making the intro.

2. Subject line: Amy <> Bob.

3. The more important person’s name should go first. If they are part of a company, it could be appropriate to put that in parenthesis. Amy (Khosla) <> Bob (Slack)

4. In general, make the email body extremely short, depending on formality of the intro/your experience with both parties.

5. call out the next action item explicitly.

Example:

Amy, Bob, please meet! You both have context already. Both of you are amazing people and I think would greatly benefit from a conversation.

Bob, I’ll let you take it from here!

//Signature

OR (more formal)

Amy, I’d like to introduce you to Bob @ Slack. I worked with him back from X and he would love your thoughts on Y.

Bob, Amy is one of the best investors I know, who will be able to give you great feedback on Y. I’ll let you take it from here.

//Signature

Receiving Intros

1. In general, especially if you are reading this guide, you will be the less powerful person in the conversation. That means you should respond first.

2. Responsiveness is important, especially for the first intro email.

3. Shoot for < 2 minute response time. You read that right. 2 minutes. Successful people are on top of their emails.

4. Certainly within 90 minutes, no longer. [Editor note: My take is that it depends on the context and the intro. An alternative guideline is ideally within 10 minutes; if not, within a few hours; if that’s not practical, then within 24 hours. Again, this might depends on the context.]

5. The decision of whether or not to move the intro-er to CC or BCC is dependent on how probable you think it is the person will respond. If high, BCC. If low, CC keeps the social stake high for the person to respond (ie, the person will know CCd person will know that they didn’t respond, therefore feel compelled to respond).

6. Always CC or BCC the intro-er. That way they know you responded and don’t feel that they spent social capital and you let them down by not responding. This is important.

6. Thank the intro-er, give 1–2 sentence context, then get straight to the ask.

7. Separate the above points into paragraphs, which will match how the receiver mentally parses the email.

8. If it was a high stakes intro, send them a separate email/text thanking them :)

9. Email the intro-er after the mtg/etc has happened, so the loop is closed and they know what happened. Keep them updated.

Example:

Thanks Richard! To BCC to save your inbox.

Amy, a pleasure to be introduced.

As Richard mentioned, I’m currently at Slack considering spinning out a really cool product that does X with Y (metric here) growth, and we’re going out to raise soon. While we know we’re not in your space, we’d love to practice pitch you to get feedback on our story, and Richard said you were the best.

Might we be able to find a time late next week?

Bob

General tips for email and entrepreneurship

Editor note: See also the book “Don’t Reply All” — highly recommended!