Making an introduction creates a small responsibility: represent the people accurately, share the agreed information, and complete the connection you offered.
A simple tracker helps you remember what you promised. It also keeps a possible introduction separate from one both people have welcomed.
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.
Start with the Reason
Write down why the two people might benefit from meeting. A specific overlap is easier to explain than a vague sense that they should know each other.
For example: “Maya is planning a community workshop. Alex has experience preparing volunteer facilitators.”
Check that the information is current. Someone's role or interest may have changed since your last conversation.
Ask Before Connecting the Thread
When appropriate, ask each person whether they would welcome the introduction. Give enough context to decide.
You could write: “Maya is organizing a small illustration workshop and would value your perspective on volunteer preparation. Would you be open to an introduction?”
Let the answer determine the next step. An introduction you are considering is not yet a commitment from the other person.
Use a Small Introduction Log
Record:
- The two people.
- The purpose of the introduction.
- What each person has agreed.
- Information you plan to share.
- The action you need to complete.
- The date you sent it.
- A later update, if one is offered.
Use ordinary statuses such as Proposed, Awaiting Response, Ready to Send, and Sent if they help. Avoid creating a complicated process for a simple favor.
A Sample Introduction Message
Subject: Maya and Alex, workshop facilitation
Hi Maya and Alex,
I'm glad to connect you both.
Maya is planning a community illustration workshop and is thinking about preparing new volunteers. Alex has worked on facilitator briefings for similar events.
You both said you would welcome a conversation, so I will let you take it from here.
Best,
Priya
Describe the relevant connection without promising either person's availability or support beyond what they agreed.
Complete the Action You Offered
If you said you would send the introduction on Friday, make that your reminder. Include the two names and topic so you can finish without reconstructing the conversation.
After sending, record the date. You can then distinguish an unsent promise from a connection that is already in the participants' hands.
Dextr's reminder guide explains dated actions.
Keep Your Record Proportional
You may naturally hear that the conversation went well. Add a brief update when it helps you remember the connection.
You do not need to oversee the exchange or ask for every detail. Once introduced, the participants can choose how the relationship develops.
If the introduction does not happen, record that fact without assigning a motive you do not know.
Connect the People in Your Contact System
Dextr on iPhone: Remember the Meeting and Introducer
Your journal can preserve the occasion and purpose. A relationship connection can describe how the people know each other when that relationship is established.
In Dextr, Journal Entries are part of Pro. The relationship guide explains recording connections between contacts.
The dedicated Introduced By field records who introduced a contact to you. Your outgoing introduction log serves a different purpose and may need a journal note or separate action list.
For introductions you receive, use the introduction tracker template.
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
Common Questions
Should I Follow Up After Sending the Introduction?
Follow through on anything else you promised. An occasional update may be natural, but the participants do not owe you a report.
What If One Person Does Not Respond to the Initial Request?
Leave the introduction pending or close your own task. Do not treat silence as agreement to share a thread.
Can I Use Tags for Status?
Yes, if your tool supports them and the meaning stays clear. Keep the actual participants and purpose in the record too.
Track your commitments, make the connection accurately, and let the people decide what comes next.
Start with Dextr
Keep the people behind each introduction and your next follow-up together with Dextr. Install Dextr from the App Store.