How to Make a Warm Intro

Sample messages, tips, and templates to help you confidently open doors with a warm intro.

🤝 Make it Personal

The best intros are personal, relevant, and simple.

You don’t need to explain the tech — just open the door, and we’ll take it from there.

🧠 The Mindset

You’re not selling anything.

You’re not pitching a product.

You’re connecting someone you know to a team you trust.

That’s it.

 

✍️ Sample Warm Intro Templates

 

🔹 Email or LinkedIn DM

Hey [Name],

I have a trusted friend that’s a strategic advisor named Tom Sarro. He helps execs cut through the noise and solve complex tech or operations problems — especially in BPO support, contact centers, AI, and cloud.

Thought you two might enjoy a quick sync up. Want me to connect you?

 

🔹 Email or LinkedIn DM

Hey [Name],

I remember the last time we talked, you mentioned that your business was considering HOW to use AI in your business to help improve service and reduce cost of operations.

If your open to it, I would like to introduce you to a trusted friend that’s a strategic advisor named Tom Sarro. He helps execs do exactly what you are looking to do in your business.

Thought you two might enjoy a quick sync up. Want me to connect you?

 

🔹 Group Text

Hey [Name],

You should meet Tom. He helps execs clean up messy ops/tech issues — contact center stuff, AI, cloud, etc. Super sharp guy.

Want me to intro you?

 

🔹 Live Conversation (Golf course, dinner, etc.)

“Honestly, I know a guy who helps with exactly this.

He’s not a vendor — he is first and foremost and Operator, and he can help navigate businesses thru a clarifying your core gaps/needs, manage thru a maze of vendors, hone in on the best solution, and the right suppliers to help deliver on significant positive change,

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