Double opt-in introduction email template set

How a double opt-in introduction email works

1. 1Someone asks you for an introduction, or you spot a good match.
2. 2You email the person who could help, describing the need, and ask if they are open to it.
3. 3You confirm with the person who asked that they still want it and are happy for their details to be shared.
4. 4When both say yes, you send one short email connecting them.
5. 5If either says no, you close the loop politely and share nothing.

Email 1: ask the person who could help

Subject: Would you like an introduction to [Name A]?

Hi [Name B],

[Name A], who is part of [community], is looking for [need] in [city], ideally by [timing]. I thought of you because [specific reason].

Would you be open to an introduction? If yes, I'll send you both one email with each other's details. If not, just reply "not now" and I won't share anything.

[Optional: [Name A]'s website, so you can decide: [link]]

Thanks,
[Your name]

Email 2: check with the person who asked

Subject: Re: your request for [need]

Hi [Name A],

I may have someone for you: [Name B], who [one line on what they do]. Before I connect you, two quick checks:

1. Do you still need help with [need]?
2. Are you happy for me to share your email with [Name B]?

Reply yes and I'll introduce you both.

[Your name]

Email 3: the introduction after both say yes

Both people have agreed, so this one can be brief. For fuller wording and WhatsApp versions, see the warm introduction message templates.

Subject: [Name A], meet [Name B]

Hi both,

Thanks for agreeing to connect. [Name A] needs [need] by [timing]; [Name B] [relevant experience].

[Name A], over to you to suggest a time. I'll drop off the thread.

[Your name]

Email 4: when the answer is no

Subject: Re: your request for [need]

Hi [Name A],

A quick update: the person I had in mind can't take this on right now. I'll keep looking and come back to you if someone else fits.

If anything about the request has changed, let me know.

[Your name]

Send this whether the person declined or simply didn't reply after a few days. It protects their privacy and keeps the requester from waiting.

Mistakes that undo the opt-in

• Copying both people on the first email. That is a regular introduction with a question attached.
• Naming the requester's company or budget when the person being asked doesn't need it to decide.
• Chasing a no. One reminder is plenty; silence is an answer.
• Subject lines like "Quick favour" that hide what the email is about.

The same flow on WhatsApp with Milvao

Milvao runs this flow on a community's own WhatsApp number. The matched member sees a short brief, never the requester's name, number or exact words, and taps Accept or Decline within 48 hours. Numbers are shared only after the requester has allowed it and the member has accepted, and both are checked again right before sending. See the double opt-in introduction definition and who sees what.