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How to Ask for an Introduction on LinkedIn

Here’s an example of a LinkedIn referral request, along with a brief elevator pitch an existing client can forward with minimal effort.

Hello {Bob},

I hope you and your family are well! I noticed that you’re connected to {Mary Grayson}. Based on {her} profile and my service niche, I believe we could build a mutually beneficial business relationship. Would there be an opportunity to introduce me?

If so, I’ve included a brief note that you can forward – and I’d be happy to reciprocate if there’s anyone in my network you’d like to connect with!


Create a customizable note your client can easily pass on via a LinkedIn attachment, by clicking the paperclip icon in the message box.

Hi {Mary},

{Heather Smith} – my {Investment Advisor/ Financial Planner} at {Insert the name of your firm here} – noticed that you and I are connected on LinkedIn and kindly asked for an introduction.

{She} helped me address the challenges of {transitioning my business} with {succession planning} guidance, when I was in the process of {selling my company}. As a {successful business owner}, I think you could similarly benefit from {Heather’s} expertise. Her approach is comprehensive – and she specializes in {niche, key differentiator}.

If you’re interested in connecting, {Heather’s} details are below, and if you have any questions about her process or client service ethic, don’t hesitate to contact me.

Best wishes,

{Bob}


{Heather Smith’s} Contact Details:

Direct: {Phone Number}

{E-mail}

Linkedin.com/in/heathersmith {LinkedIn URL}


Alternate: Skip the attachment and include this shorter version within the LinkedIn message box.

Hi {Mary},

A connection of mine – {Heather Smith} of {Insert the name of your firm here}– asked for an introduction on LinkedIn. As a financial Advisor {she’s} been very helpful with strategic advice and succession planning guidance in the {five} years we’ve worked together, is a skilled professional – and great resource.

Best wishes,

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