- Warm Introduction
- An introduction to a new contact facilitated by a mutual party who vouches for both sides, as opposed to unsolicited cold outreach.
- Referral Source
- The mutual contact who suggested the outreach β named explicitly in the letter to establish credibility and context.
- Value Proposition
- A concise statement explaining what specific benefit the sender offers the recipient and why it is relevant to them.
- Call to Action
- A specific, measurable request made at the close of the letter β such as a 30-minute call, a meeting date, or a request for further information.
- Professional Credentials
- Relevant qualifications, roles, or accomplishments the sender presents to establish credibility with the recipient.
- Signature Block
- The closing section of a formal letter containing the sender's name, title, organization, contact details, and wet or digital signature.
- Consent of the Referring Party
- Confirmation, obtained before sending the letter, that the mutual contact approves of being named as the referral source.
- Confidentiality Caveat
- Optional language noting that any proprietary information shared in connection with the introduction is to be treated as confidential.
- Letterhead
- The pre-printed or formatted header on formal business correspondence that includes the sender's company name, address, logo, and contact details.
- NDA (Non-Disclosure Agreement)
- A separate binding agreement that may be appropriate to execute before sharing sensitive information that arises from the introduction.