Guides

Get to the people you need, through the people you know.

Practical, template-first guides to warm introductions, keeping relationships warm and finding work through your network.

6 min read

How to ask for a warm introduction

Pick someone who knows both you and the other person well. Ask them privately and specifically: who, why, and why now. Give them a short forwardable note so the introduction takes a minute, let them check with the other person first, and close the loop afterwards, whatever happens.

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6 min read

Forwardable intro email templates

A forwardable intro email is a short, self-contained note your introducer can pass on unchanged. It says who you are, what you want, why this person, and how small the ask is, in four or five sentences. Write it in the third person so it reads naturally when forwarded.

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5 min read

Double opt-in introductions

A double opt-in introduction is one where the introducer asks each person separately whether they want to be connected, and only introduces them when both say yes. It protects everyone's time, lets people decline privately, and makes the meeting that follows far more likely to go well.

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7 min read

How fractional executives find clients through their network

Fractional executives win most clients through referrals from people who've seen their work. Define a narrow ideal client, list the people who meet those clients (investors, advisors, other fractionals, former colleagues), stay in regular touch with them, make specific asks with a forwardable note, and refer work to others in return.

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6 min read

How to map your professional network

List everyone you know from the places they actually live: your inbox, calendar, phone contacts, past workplaces and communities. Sort them into close, warm and dormant by how recently and how often you've been in touch. Then look for the connectors: people who know many others you'd like to meet.

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6 min read

How to reconnect with dormant contacts

Reach out with a specific, genuine reason, such as something that reminded you of them, their recent news or a shared memory, and ask nothing in the first message. Keep it short, make replying easy, and only mention what you're working on once you're talking again. Start with people you once knew well.

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