By Brett Kaufman. 8 years using relationships to build sales pipelines, from political fundraising to a 7 figure business to running matchmaking for two communities. Over 1,000 introductions facilitated.

Here is how to introduce two people over text: ask each one privately first, then start a group text with just the two of them. Write three lines: who each person is, why they should talk now, and who sends times. Step back after that, mute the thread, and check in with each side privately later.

Here is the scene. An operator buying commercial cleaning companies texts you on a Thursday. He needs a quality of earnings firm that can turn a small deal in three weeks. You know exactly who. Both of them live on their phones and neither checks email after 5pm. An email intro sits until Monday. A group text gets a call booked before dinner.

But the group text has its own rules, and one of them catches almost everyone: you probably cannot leave it.

How to introduce two people over text, step by step

I have facilitated over 1,000 introductions and I run matchmaking for two communities. Most of mine start as texts. Here is how I would run every one.

1. Ask each side privately first. One text each: who, why now, easy no. The double opt in intro template has the exact ask. Never drop someone into a group they did not agree to.
2. Start the group with only the two of them. No assistant, no third person “who might be helpful.” Adding people later is easy. Removing them is awkward.
3. Write three lines. Who each person is in one line, why now, and who moves first.
4. Name who sends times. Pick the side with more to gain. They will chase.
5. Step back. Say you are getting out of the way, then mute the thread.
6. Check in privately later. Never in the group. A private text gets an honest answer.

Should you introduce by text or by email?

Text when it is two people and one call. Email when there is paper, a team, or formality. This is the table I would use.

Situation	Better channel	Why
Two operators, one quick call	Group text	Both answer faster, nothing to attach
Buyer to SBA lender, LOI already signed	Email	Documents, and the lender has a process
Anyone with an assistant who books calendars	Email	The assistant is not on the text
An investor who has only ever emailed you	Email	Match how they already talk to you
Owner not on the market, confidential	Neither as a group	Two separate texts, or a call first
Event night, both said “text me”	Group text	Momentum while the room is fresh
One side is formal or senior and you are unsure	Ask them	One extra question beats the wrong channel

The rule under the table: use the channel the busier person already uses with you.

Can you leave a group text after an introduction?

Usually not. Apple’s support page on leaving a group text says you can leave “as long as there are three other people on the thread and everyone is using an Apple device.” An intro has you and two others. That is one short, so the Leave this Conversation option will not be there.

Three ways to handle it:

• Hide Alerts. Apple notes that if you cannot leave, you can mute the conversation. Open the thread, tap the names at the top, scroll down and turn on Hide Alerts. You stay in the thread but stop getting every scheduling message.
• Say it in the intro. “I’ll get out of the way” tells them to start their own thread for scheduling. Most will.
• Skip the group. Text each person the other’s contact card with one line of context. No group exists, so there is nothing to leave.

Green bubbles change things too. Apple’s page on group text messages explains that if any recipient is not using iMessage, the group goes as MMS or SMS instead, and in a group SMS, “the recipients can’t see the other responses from the group.” If one side is on Android, the contact card route is the safer one.

What is the etiquette for a group text introduction?

• Workday hours only. A 10:40pm intro buzzes two phones on two nightstands. Draft it at night, send it at 9am.
• Three lines, not three paragraphs. If it needs a paragraph, it needs an email.
• No private context in the group. What each person told you privately stays private. “She mentioned her fund is closing” is not yours to type.
• No confidential owners in groups. An owner thinking about a sale gets a call or a private text, never a thread with a buyer on day one.
• First and last names, plus a contact card if they do not have each other’s number. Make it easy to save the contact.
• Do not reply all to every message. Once they are scheduling, you are done in that thread.

Four group text intro templates

All illustrative. Swap in your own details. Each one fits in a single text.

1. Operator to a service provider.

Mike, meet Dana. Mike is buying commercial cleaning companies and has a deal that needs a quality of earnings in three weeks. Dana’s firm does fast QoE on small deals. Mike, you send times. I’ll get out of the way.

2. Buyer to a broker.

Sam, meet Priya. Priya is buying a B2B services business in the Southeast with committed equity. Sam has two listings that might fit. Priya, grab 20 minutes with Sam this week. Stepping out.

3. The contact card split, no group. Send the card plus one line to each.

Sending you Dana’s card. She does fast QoE on small deals and said yes to a call. Text her today, she’s expecting you.

Mike’s card. He’s the buyer I mentioned, deal under LOI, needs QoE in three weeks. He’ll text you today.

4. Event night, two people who just met near each other.

You two were at opposite ends of the table tonight and should have been next to each other. Ana runs a holdco buying home services. Leo just exited one. Leo, coffee this week?

The fourth one works because the event is the reason. Send it the same night if both said “text me,” or the next morning if not.

What happens after the group text?

The intro is half the job. The person who received it should reply fast and keep you posted, which how to follow up after being introduced lays out from their side. Your side is the private check in later. If it stalls, what to do when an intro you made goes nowhere has the texts.

Why text intros slip at volume

A text intro is fast, which is the point. It is also invisible. It lives in a group thread you muted, so a month later you have no idea whether the call happened, and nothing reminds you to ask. Do 15 of those in a month and your intro record exists only in threads you hid. That is the gap the super connector’s operating system closes.

The system that remembers the intro you texted

That is part of why I built FRONT OF MIND. Intros to make this week show up in your 10 minutes for today with dated proof on both sides, so you know the reason is current before you ask. Each ask comes as a drafted text style message, 40 words max, in your voice. Nothing sends without your tap, and it learns from your edits.

After you send the group text, say the two names and a sentence out loud, “Mike to Dana, QoE in three weeks,” and it is saved. When the check in is due, they come up with a one line reason why today.

It runs in your phone browser, and you can save it to your home screen. Your contacts are encrypted. No one on our team looks at them. Export and delete anytime.

Start free with your first 25 contacts and 1 intro, and see who comes up first.

See how it works