The short version
A forwardable email is an intro request your introducer can send as-is with one line on top. Make it effortless to forward, lead with a specific “why,” and briefly say who you are and what you’re building. Start a fresh thread instead of burying it in a reply, keep it short, and follow up once after about 10 days. A plug-and-play template is below.
I love maximizing my network to support the founders I work with. I make multiple meaningful introductions every day. It’s one of my favorite parts of the job!
But here’s the thing: warm intros are an art, and there’s a right (and wrong) way to request one. A well-crafted forwardable email makes it seamless for the introducer to help you and easy for the recipient to say “yes.”
Below, I’m sharing my top tips to maximize your warm intro requests—including 3 mistakes to avoid.
Why do forwardable emails matter?
When someone agrees to make an introduction, they’re already going out of their way to help you. Your job? Make it as easy as possible for them to do so. A great forwardable email:
- Saves the introducer time. They can forward it as-is with a quick note.
- Gives the recipient context to make a quick “yes” or “no” decision.
- Clearly communicates your value and request.
Anything less adds friction—and friction kills momentum.
3 Key Ingredients for a Strong Forwardable Email
1) Make the Introducer’s Job Effortless
The introducer should be able to forward it as is with a quick note on top. No rewrites. No copy and paste and no formatting headaches. Then reply on the original thread that you sent them a new, clean forwardable email.
2) Include the “Why” Up Front
Be specific about why you want the intro. A clear purpose shows you’ve done your homework and makes it easier for the recipient to engage. Examples:
“I’m looking for advice on scaling a B2B sales team and I saw from LinkedIn that Katie has relevant experience doing that at ABC Company.”
“I’m fundraising and believe Greg would resonate with our mission given his previous investment in ABC Company and because his fund focuses on Pre-seed Hardware companies.”
3) Share Who You Are and What You’re Working On
Briefly share who you are and what problem your company solves for what type of customer. Highlight your success and traction so the recipient feels meeting with you will be worth their time.
If you’re fundraising, link to a short pitch deck so the investor can do a quick check to make sure company and stage wise you’re in their thesis.
3 Common Mistakes to Avoid
1) Not Starting a New Email Thread
Don’t reply on the current thread with a blurb, unless they’ve requested that. This forces the introducer to copy, paste, and reformat everything before forwarding it. It’s extra work for them—and that reduces your chance the introduction happens.
Make it easy for them to hit “forward,” add a sentence of context, and move on with their day.
2) Making It Too Long or Vague
Don’t overcomplicate things. A forwardable email should be concise and give them just enough context on you and your ask so they can decide whether they can or want to help. If the recipient has to hunt for what you’re asking or read too many paragraphs, they’ll likely ignore it.
3) Not Following Up
Snooze the conversation for 10 days and circle back if you haven’t heard back. They may have forgotten or it got lost. One nudge is appropriate in my book if I’ve offered something!
A Simple Framework for Forwardable Emails
Here’s a plug-and-play template to get you started:
Subject: Intro Request: [Your Name] <> [Recipient’s Name]
Hi [Introducer’s Name],
Thanks so much for offering to connect me with [Recipient’s Name]!
Here’s some quick context for them:
I’m the founder of [Company Name], which is [1-sentence description of what you do and for who]. [1-2 sentences or 3 bullet points with your traction].
I’m hoping to chat with you about [specific reason—advice, feedback, hiring, investment, etc.].
Happy to work around your schedule. Feel free to share a link to your calendar, or if it’s easier mine is here. Thanks for the consideration!
Best, [Your Name]
This structure works because it’s:
- Easy to forward. No reformatting needed.
- Includes relevant context. The recipient knows who you are and why.
- Clear call to action. They know exactly what you’re asking for.
From my own experience as a founder, these forwardable emails unlocked investor meetings, customer connections, mentor relationships, and even key hires. The best intros happen when you remove friction and respect everyone’s time!
Want more founder playbooks? Connect with Jess on LinkedIn or reach out to FoundersEdge.
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