Bernie’s Bagel Empire (BBE) is the right shopper in your consulting agency. They’re in an business your consulting agency targets, and Bernie himself revealed in a current commerce journal article that his firm is combating the wheaty weighty challenges your consulting agency solves. There’s only one drawback:
Though you’ve consumed their merchandise a time or two (hundred), you don’t know anybody at BBE.
You possibly can attempt chilly messaging Bernie or another person at BBE by way of LinkedIn, in fact, nevertheless it’s unlikely you’ll connect with your goal or obtain a name again.

You possibly can ship a provocative e-mail, however since they don’t
know you or your consulting agency, your missive might be destined for the
Trash folder, unread.
You possibly can snail-mail some attractive consulting collateral, however in
most instances, that receives a fast look earlier than changing into waste-basket filler.
Chilly outreach of any variety is extraordinarily ineffective for
consulting companies. Notably in the event you’re chasing one, particular goal. Even when
you possibly can safe a dialog, you’re beginning with zero Belief, and that’s
powerful to beat.
It is advisable to heat up the connection.
Thankfully, Golda, a scion of the Scottish-Israeli
Lochs-Shmears household, and business socialite who’s certain to have a very good
relationship with somebody within the higher crust of BBE.
You ask Golda if she’ll introduce you to somebody at BBE and he or she enthusiastically agrees to advocate you to Logan, their COO, whom she is aware of properly. “Logan will love you,” she gushes, “and I do know BBE might actually use your assist.”
A few days go by with out an introduction. Then every week… a few weeks. You are feeling awkward about asking Golda once more—in any case, if she actually needed to introduce you, she would have.
Dropping Golda’s identify in an e-mail from you is vastly inferior to receiving an introduction from Golda.
But, mentioning to Golda that she didn’t make the introduction calls her out for failing to reside as much as her promise, and that’s not nice in your relationship along with her.

Your heat path into Bernie’s Bagel Emporium has grown chilly and off.
Ouch. When you had provided Golda an e-mail introduction
template, you possibly can have secured the introduction from Golda to Logan, the COO,
leveraged the dose of Belief that accompanies a private introduction, and
created immediate momentum with BBE.
You: “Golda, would you be prepared to introduce me to Logan over at Bernie’s?”
Golda: “Certain. After all. I ought to see him on the Holey Curler fundraiser in a few weeks.”
You: “That’s terrific. When you don’t thoughts, although, an introduction by e-mail could be nice. I’ll ship you our commonplace introduction language. You should utilize it or not use it – nevertheless it normally makes the introduction simpler.”
Golda: “Okay, positive. That sounds nice.”
Following up in your introduction request with an e-mail
template serves 4, necessary functions:
- It solves your contact’s “what do I write?”
barrier to taking motion in your introduction request. - It reminds them that they promised to take
motion. - It makes their obligation to you extra concrete.
- It demonstrates that you just’re listening to
this introduction request and taking it significantly.

Your observe-as much as Golda offers her with a really brief, simple to edit, 4-half e-mail template.
The Works-Every-Time Consulting Firm Introduction Email Template
Half 1: Opening sentence.
Half 2: One sentence with the goal’s identify, what they do, a
assertion about their awesomeness. Optionally embrace an announcement about the place
they might doubtlessly add worth for you.
Half 3: One sentence together with your identify and the identify of your
consulting agency and an announcement about your awesomeness. One sentence with a
assertion about the place you possibly can add worth. Optionally embrace a private
endorsement.
Half 4: Particular path to take motion.
In follow, the works-each-time e-mail introduction seems like the instance under. We’ll faux you’re Bob of Strategically Tactical Consulting.
Golda, you need to use the e-mail under to attach Logan and me. Edit as you see match, in fact. I look ahead to receiving your introduction then connecting with Logan. Thanks!
Hello Logan and Bob. Fast introduction since I feel you’ll discover worth in understanding one another.
Logan is the COO of Bernie’s Bagel Empire and is, unquestionably, the explanation BBE has toasted their competitors. His insights and expertise within the business are completely value listening to.
Bob is Managing Accomplice at Strategically Tactical Consulting, a boutique agency that delivers sensible options to producers with rising prices. I’m constructive Bob’s staff might allow you to tackle that yeast drawback you’ve talked about a couple of occasions, and I’ve heard sterling studies about his work from different gamers within the business.
Email addresses are above. Please attain out and join with one another.
Golda
That’s all it takes to dramatically improve your success
charge with introduction requests.
Are there different strains or approaches you’ve discovered efficient
for introduction emails?

Textual content and pictures are © 2025 David A. Fields, all rights reserved.
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