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Email tips for introducing people and scheduling meetings

Over the past couple of months, I’ve introduced and been introduced to a bunch of people for Customer.io. Here are the tips I’ve picked up to make that process run smoothly.

Double-opt-in intros

First, you want both people to know they are going to receive the introduction. Send a note to so that each person has opted in with a forwardable intro

Anna <—-> Bob

When introducing two people, it always feels awkward to say “Anna, meet Bob. Bob, meet Anna”. I started to notice people using the <—–> to denote a two way intro. It’s great, easy to read and simple.

Thanks Colin (Bcc’d)

After the intro is made, drop the person who made the intro from the thread. The simplest and most polite way to do that is on the first response, shift them to BCC. In the body, mention that they are BCCd. They have the certainty that the intro was successful, and then are out of response to the conversation.

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