drafting-warm-introductions

name	drafting-warm-introductions
description	Drafts double-opt-in introduction emails connecting two Evergreen CRM contacts. Use when someone asks for an introduction, when you spot a mutually beneficial connection, or when facilitating networking between contacts.

Warm Introduction Drafting

Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.

When to Use

• Someone asks "Do you know anyone who...?"
• You spot a mutually beneficial connection between two contacts
• You promised to make an introduction
• After a meeting where two contacts should meet

How It Works

1. Retrieve both contacts with get_contact for full profiles
2. Pull interaction history for both with interactions.list
3. Check if they're already connected with get_contact_network
4. Draft a double-opt-in permission email (ask each party first)
5. Draft the actual introduction email
6. Log the interaction for both contacts with interactions.log
7. Create relationships with relationships.create (type: "introduced_by")

Double-Opt-In Process

Step 1: Permission ask (to each party separately)

Subject: Quick intro — [Name] at [Company]?

Hey Sarah,

I've been talking with Marcus Webb, who's building a real-time analytics
platform at DataFlow. Based on what you've told me about Meridian's
data infrastructure challenges, I think you two would have a lot to
discuss.

Would you be open to an intro? Happy to connect you over email.

Step 2: Introduction email (after both agree)

Subject: Intro — Sarah Chen <> Marcus Webb

Sarah, Marcus — excited to connect you two.

Sarah is the CTO at Meridian Health, building out their healthcare
data pipeline. Marcus is the founder of DataFlow, focused on
real-time analytics infrastructure.

I think there's a natural overlap in the data pipeline space that
would make for a great conversation.

I'll let you two take it from here!

Step 3: Log in Evergreen

1. interactions.log(sarah_id, type: "email", summary: "Introduced to Marcus Webb (DataFlow) — data pipeline overlap")
2. interactions.log(marcus_id, type: "email", summary: "Introduced to Sarah Chen (Meridian Health) — data pipeline overlap")
3. relationships.create({
     contact_id: sarah_id,
     related_contact_id: marcus_id,
     type: "introduced_by",
     notes: "Connected re: data infrastructure — Apr 2026"
   })

Introduction Quality Checklist

Element	Why
Both parties opted in	Respect and trust — never blind-intro
Clear reason for connecting	Not just "you should know each other"
Brief context on each person	Save them the Googling
Specific overlap highlighted	Give them a starting point
Graceful exit	"I'll let you two take it from here"

Checklist

Warm Introduction:
- [ ] Both contacts' profiles and history reviewed
- [ ] Mutual benefit clearly identified
- [ ] Double-opt-in obtained before sending intro
- [ ] Introduction email includes context on both parties
- [ ] Interaction logged for both contacts
- [ ] Relationship created in Evergreen

Learn More

• Evergreen — Local-First Personal CRM
• Evergreen Gets Serious
• Evergreen Gets Even Evergreener