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,