An introduction can connect three people and several separate actions. You may want to remember who introduced you, why they thought the connection was useful, and what you agreed to do next.
An introduction tracker preserves those facts. Use the template below for introductions you receive. Keep introductions you make in a separate view when that helps.
Dextr is our first pick on Apple devices for keeping an introduction connected to the people involved. Record the introducer and meeting context, then use a reminder for the next action.
This guide is published by Dextr. The recommendation reflects the workflow described here.
What Should an Introduction Tracker Contain?
The core record needs the new person, the introducer, the occasion, and the purpose.
Add a follow-up action only when you have one. A successful introduction does not always lead to a meeting or project.
Keep the wording factual. “Introduced by Priya after the workshop” is useful context. “Close colleague of Priya” should only appear when you know that relationship.
A Copyable Introduction Tracker Template
New contact:
Introduced by:
Date or occasion:
Where the introduction happened:
Reason for the connection:
Preferred contact channel:
What we discussed:
My next action:
Agreed date, if any:
Outcome or later update:
You can use these prompts in a document or as spreadsheet columns. For a small network, a contact note with the same information can be enough.
A Fictional Example
New contact: Maya Chen.
Introduced by: Priya Shah.
Occasion: Community workshop at the library.
Reason: Shared interest in all-ages illustration activities.
Contact channel: Email supplied by Maya.
Conversation: Discussed volunteer preparation and materials.
Next action: Send the public workshop outline.
Agreed date: Friday.
Later update: Exchanged outlines and agreed to compare notes after the first session.
The example separates why the introduction happened from what developed afterward.
Record the Introducer as a Person
Dextr on iPhone: Remember the Meeting and Introducer
A text note can preserve the name. A linked introducer lets you return to that person's profile and understand the wider context.
Dextr's Introduced By guide explains this product workflow.
Use the dedicated connection when you know who introduced you. Keep the venue, event, and conversation as additional context.
If you cannot remember the introducer, leave the detail uncertain rather than guessing from the attendee list.
Dark-mode app examples below use fictional demonstration contacts.
On iPhone, First Met and Introduced By preserve the meeting context and the person who connected you.
Dextr on iPad: Explore Relationship Connections
Keep Relationship Mapping Separate
The person who introduced you may also be a colleague, friend, mentor, or collaborator of the new contact. That ongoing connection is distinct from the introduction itself.
Our relationship mapping guide explains how to record known relationships between people.
A common community or tag does not establish that two contacts know each other.
Track the Next Action
Write an action you can complete, such as sending a resource or arranging an agreed call.
For a deadline, use a dated reminder. For ongoing contact, choose a suitable review rhythm. Keep either decision separate from the existence of the introduction.
The reminder guide covers those choices in Dextr.
After completing a promise, add a short outcome so you do not repeat it or ask for the same introduction again.
Thank the Person Who Connected You
A short acknowledgement closes the loop: “Thank you for introducing us. We exchanged workshop outlines, and it was a useful conversation.”
You can thank the introducer even if nothing further develops. Keep any update within the context the people involved are comfortable sharing.
For wording, see the networking follow-up templates.
Common Questions
Should I Track Every Introduction?
Track the ones whose context or next steps you want to remember. A small working list is easier to maintain.
Is This the Same as a Referral Tracker?
There can be overlap, but a business referral may also involve an opportunity, client process, or commercial terms. Record those through the appropriate business system.
What If There Is No Next Action?
Keep the relationship context and leave the action blank. An introduction can remain useful history.
Save who connected you, why the connection was relevant, and anything you actually agreed. That is enough for a useful introduction record.
Start with Dextr
Keep the people behind each introduction and your next follow-up together with Dextr. Install Dextr from the App Store.