Skip to content
Guides
Guide

How to make an introduction a partner can act on

Introductions convert when they carry trust and context. A rushed, contextless ‘you two should talk’ wastes everyone’s time. Request Introduction on B2B.ID is structured for a reason — here is how to fill it well.

Check both sides want it

Before introducing a client to a partner, confirm the client is open to it and the partner can take it — their availability is on their B2B ID. Double opt-in is still the standard.

Lead with the need, then the fit

One or two sentences: what the client needs, roughly when and at what scale, and why this partner specifically. The partner’s proof does the rest.

State what you’d like to happen next

A call this week? A proposal? Say it. The receiving party should be able to accept the introduction and act without a follow-up question.

Then step back

Your job was to transfer trust with context. Once accepted, let the two parties take it from there — and ask your partner to tell you how it went.

Put this into practice on your own B2B ID.

Create Your B2B ID & Build Referral Partnerships

Frequently asked

The work you decline can still work for you.

Set up referral partnerships once. Refer and be referred with context.

Takes a few minutes. Your B2B ID works across every B2B.ID network.