Check the relevance first

Understand what each person is trying to achieve before connecting them. Ask whether the proposed introduction is welcome, especially when it involves a sensitive or time-consuming request. Do not transfer an entire private conversation into an introduction. Share only the context needed to explain the potential fit. Your role is to open a relevant door, not commit either person to a meeting or commercial outcome.

Write a compact bridge

Name both people, explain the specific connection and suggest a light next step. Include a profile or resource only if it helps the recipient assess relevance. Avoid inflated praise that neither person can substantiate. Once the introduction is made, let the parties decide how to proceed. If you remain involved, be clear about whether you are coordinating, advising or simply introducing.

Imagine this

Hypothetical example

A hypothetical founder introduces an events organiser to a specialist who has relevant experience. Both first confirm interest. The email explains the event format and why a discussion may be useful, then leaves scheduling to them rather than assigning a meeting without agreement.

Make it practical.

Use this checklist as you read. Checks are not stored.

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