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ASKGEEZ Q&A GUIDEWriting & communication

How do I introduce two colleagues by email?

Quick answer

Ask both colleagues before sharing their contact details, then send a short email that names each person, explains the specific reason for connecting them, and suggests a clear next step. Keep each description relevant to the connection, avoid sharing information they have not approved, and let them decide whether and when to continue the conversation.

LET’S WORK THROUGH IT

The question, the details, the next step.

Question

I want to introduce two people I work with. What should the email do besides put them both in the To field?

Geez

Make the connection easy to understand and easy to act on. Briefly explain why you think they may benefit from speaking, give each person enough context to recognize the other’s relevance, and suggest a next step without making either person feel committed.

Before sending, check that both are comfortable with the introduction and with you sharing their contact details. Then keep the message focused: a greeting, the reason for connecting them, a short introduction of each person, and a simple handoff. You are opening a door, not arranging their whole relationship.

Follow-up question

How specific should I be about the reason? I also want to give them a useful next step without making promises.

Geez

Describe an overlap you can genuinely see, not an outcome you cannot guarantee. For example, say, “I thought it might be useful for you to compare notes on onboarding,” rather than, “You can solve each other’s onboarding problems.” A useful reason answers: Why these two people, and why now? It could be a shared topic, complementary work, or one person’s interest in learning about the other’s area.

Suggest a modest next step, such as a short conversation about that topic, but let them decide whether and when to follow up. Use only relevant details you are comfortable sharing. If you are unsure whether a detail is appropriate, leave it out or ask first.

Follow-up question

Can you give me a template that makes clear what each person does and what they should do next?

Geez

Here’s a copyable template. Replace the bracketed text with concise, relevant details:

Subject: Introduction: [Name 1] and [Name 2]

Hi [Name 1] and [Name 2],

I’m introducing you because [specific, neutral reason for the connection].

[Name 1], [brief relevant description of their role, work, or interest]. [Name 2], [brief relevant description of their role, work, or interest].

I thought you might find it useful to [suggested topic or purpose]. I’ll leave it to you both to decide whether you’d like to take it from here. [Optional: I’ll step out of the thread so you can coordinate directly.]

Best, [Your name]

If you are expected to help coordinate, replace the optional step-out sentence with one concrete offer, such as sharing possible meeting times. Make clear who will follow up, rather than assuming either person has taken on the task.

Follow-up question

Could you show how that sounds with an example? Assume I’m connecting a colleague who knows our scheduling process with someone trying to understand it. And what if one person is busy or has not agreed yet?

Geez

Assuming both people have agreed to the introduction, the email could read:

Subject: Introduction: Maya and Jordan

Hi Maya and Jordan,

I’m connecting you because Jordan is getting familiar with our team’s scheduling process, and Maya has experience coordinating that work.

Maya, Jordan is joining the project team and is looking to understand how scheduling is handled. Jordan, Maya coordinates scheduling for the team.

I thought a short conversation might help Jordan learn the process. I’ll leave it to you both to decide whether to connect and what timing works. I’ll step out of the thread so you can coordinate directly.

Best, [Your name]

The names and situation are illustrative placeholders, not a real customer story. The example gives each person context and proposes a conversation without promising that Maya will take on extra work or that Jordan will get a particular result.

If one person is busy, do not frame the introduction as urgent or assume they can meet. If only one person has agreed, pause before sending a group email. Ask the other person for permission to share their contact details and make the introduction; do not treat silence as agreement. You can ask the interested person whether they would like you to request permission, without sharing private details in the meantime.

A practical checklist

  • Confirm both people are comfortable with the introduction and sharing their contact details.

  • Write one clear sentence explaining why these two people may benefit from connecting.

  • Describe each person using only relevant, appropriate context.

  • Suggest a modest next step without promising a result or assigning work.

  • Say whether you will step out or help coordinate, then let the recipients take it from there.

A few more useful answers

Should I put both colleagues in the To field?

For an ordinary introduction, a group email makes it clear that both people are included. If you are not sure they have agreed to share contact details, ask first rather than adding them together.

Do I need to stay on the email thread?

Not necessarily. If your role is only to make the connection, you can say you are stepping out so they can coordinate directly. Stay involved only if you have a clear reason to help with the next step.

What if I cannot explain why they should meet?

Wait until you can name a specific, relevant overlap, or ask each person whether they would welcome an introduction. A vague connection can create an obligation without giving either person a useful reason to respond.

YOUR QUESTION. YOUR DETAILS.

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