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Introduction Email to a New Client: How to Introduce Your Business

By Shawn Gregoire, founder of Capstone Outreach · Updated October 2026

An introduction email to a new client should say who you are, why you're writing to them, and one result you offer. Keep it under 120 words and end with one easy next step. Example: 'We help [type of company] cut [problem]. Would a 20-minute call next week be useful?' The key is relevance. Make it about their situation, not your company history.

An introduction email sets the tone for the whole relationship. If it reads like a brochure, it gets filed with the brochures. If it shows you understand their business and offers one useful next step, it starts a conversation instead.

The emails that get replies are short and specific. They say how you found the person. They point to a problem the person likely has. They show one proof point from similar clients, and they ask for something small. Your founding story and full service list can wait for the call.

On this page
  1. 10 examples to copy
  2. When to send it
  3. Subject lines
  4. What to avoid
  5. After you send it
  6. Frequently asked questions
  7. Related messages

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10 examples to copy

One message is easy. Hundreds of people, all year, is the hard part. Capstone Outreach puts everyone you know on a rhythm you pick, from weekly to every three months. When someone is due, a message like these is already written in your voice from your history with them. You approve it, and it goes from your own email or phone. See how it works.

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Everyone on a rhythm. Who is due, and when. Recorded in the app on a demo account.

1. Introduced through a referral

Subject: [Referrer name] suggested we connect

Hi [Name], [Referrer name] mentioned you're working on [specific challenge, e.g. expanding into two new states] and suggested we talk. I run [Company], and we help [type of company] with [specific service]. Recently we helped [similar client] [specific result, e.g. get licensed in three states in under four months]. Would a 20-minute call next week be useful? I'm happy to share what we learned, even if we're not the right fit. Best, [Your name] [Title], [Company]

Why it works: Leading with the referrer's name borrows trust, and 'even if we're not the right fit' lowers the stakes.

2. After meeting at an event

Subject: Great meeting you at [event]

Hi [Name], It was great talking with you at [event] about [specific topic you discussed]. Your point about [specific detail] stuck with me. As promised, a quick introduction: I lead [Company], where we help [type of client] with [service]. Given what you said about [their challenge], I think there's a real chance we could help. Would you be open to a short call in the next couple of weeks? If it's easier, here's my calendar: [link]. Thanks, [Your name]

Why it works: Recalling a point from your talk proves you listened and picks up where you left off.

3. Cold introduction based on a trigger event

Subject: Congrats on [trigger event]

Hi [Name], Congratulations on [trigger event, e.g. opening the new Denver office]. That kind of growth usually brings [specific problem, e.g. a scramble to hire local staff quickly]. I'm [Your name] with [Company]. We help [type of company] with exactly that, most recently [similar client], who [specific result]. If it's on your radar, I'd be glad to share how they approached it. Worth a quick call? [Your name]

Why it works: Opening with something that just happened to them shows this isn't a mass email.

4. Introducing a new company or new business

Subject: Introducing [Company]

Hi [Name], I've just launched [Company], focused on [specific service] for [type of client]. Before this, I spent [number] years at [previous role or type of firm], where I [specific accomplishment]. I'm reaching out because [specific reason they're a fit, e.g. your team works with the same suppliers I know well]. I'm taking on a small number of first clients and would love to learn about your priorities for the year. Would you be open to a 15-minute call? Best, [Your name]

Why it works: Your background and a clear reason for choosing them build trust when the company itself is new.

5. New account manager introducing yourself to an existing client

Subject: Your new point of contact at [Company]

Hi [Name], I'm [Your name], and I'll be taking over your account from [previous contact], who has moved to [new role]. [Previous contact] briefed me on [specific project or priority], so you won't need to start from scratch. I'd like to set up a 30-minute call in the next two weeks to hear what's working, what isn't, and what's ahead for you. Here's my direct line: [phone]. I look forward to working with you. [Your name]

Why it works: Showing you've been briefed tells the client the handoff won't cost them time.

6. Welcome email to a newly signed client

Subject: Welcome aboard, [Name]

Hi [Name], Welcome to [Company]. We're excited to get started on [project]. Here's what happens next: 1. [Team member] will send a short questionnaire by [date]. 2. We'll hold our kickoff on [date] to agree on goals and timelines. 3. You'll get your first progress update by [date]. You'll work mostly with me and [team member]. If anything is unclear at any point, call or email me directly. Looking forward to it, [Your name]

Why it works: A clear list of next steps removes the doubt new clients feel right after signing.

7. Introduction with a useful idea up front

Subject: An idea for [Company]'s [area]

Hi [Name], I was looking at [Company]'s [website, listing or process] and noticed [specific observation, e.g. that the booking page asks for payment before showing availability]. Teams that move that step later often see far fewer abandoned bookings. I'm [Your name] with [Company], and we help [type of business] with [service]. That idea is yours to use either way. If you'd like more where that came from, I'd be glad to walk through a few others on a short call. [Your name]

Why it works: Giving away a truly useful idea earns attention before you ask for any.

8. Very short introduction for a busy executive

Subject: Quick question, [Name]

Hi [Name], I'll keep this short. We help [type of company] [specific result] without [common pain, e.g. adding headcount]. [Similar client] is one example. Is [specific problem] a priority for you this year? If yes, I'd value 15 minutes. If not, no worries, and I won't keep following up. [Your name] [Company]

Why it works: A yes-or-no question and a promise not to chase respect an executive's time and invite a quick reply.

9. Following up after no reply

Subject: Re: [original subject]

Hi [Name], Following up on my note from last week in case it slipped past. I know your inbox is busy. One more useful thing: [short resource or insight, e.g. a one-page checklist we use for state expansions]. Happy to send it over with no strings attached. If [specific problem] isn't a priority right now, just let me know and I'll check back another time. Best, [Your name]

Why it works: Adding something useful gives them a new reason to reply, not just a reminder.

10. Introducing your services to a past contact's new company

Subject: Congrats on joining [Company]

Hi [Name], Congratulations on the move to [Company]. I enjoyed working with you at [previous company] on [specific project]. Since then, my firm has focused on [service] for [type of company], and I suspect [Company] may be facing [specific challenge] as you settle in. No rush at all while you're getting your bearings. When you're ready, I'd love to hear what's on your plate and see if we can help like we did before. Best, [Your name]

Why it works: Past work together is the strongest intro there is, and giving them time to settle in shows respect.

Sending these to more than a few people? See how people keep track of who to follow up with, and when: what a personal CRM does and the best personal CRMs, compared.

When to send it

Subject lines

What to avoid

After you send it

If there's no reply, follow up once after four or five business days with something useful. Try once more a week or two later. Then stop, and set a reminder to reconnect in a few months. Wait for a real reason: a useful article, a result from a similar client or news about their company. If they do reply, book the call quickly and send a short recap after. Stay in light touch every month or two until there's a clear project.

Building the habit: how to keep in touch with contacts and what a personal CRM does.

Want the new client to book a call? Add your digital business card to the intro. It has a booking link, so the client can pick a time to meet without a back and forth.

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A study of 20 million LinkedIn members found that acquaintances, more than close friends, led to new jobs (Science, 2022). Capstone keeps those people warm. You approve every message, and it goes from your own email or phone.

Frequently asked questions

How do you write an introduction email to a new client?

Say who you are and why you're writing to them. Name one problem they likely have. Show one result you got for a similar client. Then ask for a small next step, like a 15 or 20-minute call. Keep it under 120 words and make the subject line specific.

How do you introduce your company to a new client by email?

Lead with their situation. Then describe your company in one sentence: who you help and the result you get. Add one proof point, like a similar client or a clear outcome, instead of your full history. Save the services list and credentials for the call or a follow-up.

What is a good subject line for an introduction email?

Short and specific works best. Mention a referrer ('[Name] suggested we connect') or a shared event ('Great meeting you at [event]'). Or name something about their business ('An idea for [Company]'s onboarding'). Avoid generic lines like 'Introduction' or 'Business opportunity' that look like spam.

How long should an introduction email be?

Aim for 75 to 125 words, or about five to seven short sentences. That's enough to say who you are, why them and what you can do. It's also short enough to read on a phone. If you need more detail, offer to send it or cover it on the call.

How do you introduce yourself to a client as their new account manager?

Explain who you are and who you're replacing. Show you've already been briefed on their priorities. Propose a short call to hear their goals, and share your direct contact details. The point is to show them the handoff won't cost them time or progress.

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