Intros out on the Desk

An introduction has more moving parts than a cold message. Someone said yes and is waiting on your draft. Someone made the intro and the buyer is waiting on your reply. Someone helped you two weeks ago and never heard how it went. Lose track of any of them and you've burned a favor.

Stage 1 keeps every introduction in one place on the Desk, with the next move ready to copy.

What you see

Open the Desk. On the Replies tab, above the replies, there's a section called Intros out. Each row shows your connector, an arrow, the person they're introducing you to and the account. Under it is one line that tells you where it stands and what to do.

Asked, and waiting. The line says when you asked, and that the direct opener goes out if there's no answer in six days.

Said yes. The line says your connector agreed and it's time to send them the drafted introduction.

Introduced. The line says to reply to the buyer the same day, then tell your connector how it went by a named day of the week. Once that day comes, it says to tell them today.

The copy buttons

Each stage puts the right email in front of you with a button to copy it.

When your connector says yes, you see the handoff. A thank-you and the introduction they can paste straight into an email to the buyer, subject line included. Tap Copy the handoff and send it to them.

When the introduction happens, you see your reply to the buyer, with a button to copy it. Under it is the note for your connector, with its own copy button. Stage 1 drafts that note from what's happened since. A meeting or an interested reply gets one version. A no gets another. Silence gets a third.

The buttons that move it

Until the introduction happens, two buttons sit on the right. Introduced and Didn't happen.

Tap Introduced when your connector makes the introduction. Anything still scheduled to the buyer stops, so they never get a cold opener after a warm intro, and your same-day reply appears.

Tap Didn't happen when it falls through. The direct sequence moves up and starts now, without your connector's name in it.

Once you've told your connector how it went, tap I told them, with their first name on the button. The intro leaves the list. It's done.

Replies from your connector

When your connector answers the ask, the reply lands on the Desk like any other, with your next move drafted. A yes comes with the handoff. A no comes with a thank-you that says you'll reach out direct and won't use their name. A question comes with a short answer that restates your read on the buyer's problem.

Why it matters for services

In a services firm, the same few people make most of your introductions. Former clients, partners, people you delivered with. Every one of them is a relationship you'll lean on again.

The worst thing you can do to that relationship is go quiet. A connector who never hears back assumes it went nowhere, or that you didn't care. The report back is the step most sellers skip, and it's the one that decides whether you get the next intro.

The Desk makes the report back a button. That's the point of the whole section.

For the steps behind each email, see the forwardable ask in Stage 1. For why intros belong in your pipeline view, see tracking intros as pipeline and following up on an intro that went quiet.

The point

Every intro you ask for has a status, a next step and the words for it. Nothing slips, and every connector hears how it went.