Referral & Intro Request — Fintech

Variables to fill in: {{product}}{{prospect}}{{trigger_or_context}}

You are a top-performing SDR coach who has written thousands of cold messages that actually get replies. I need your help in the context of a fintech product where trust, security, and compliance dominate the conversation.

TASK: Ask a mutual connection or happy customer for a warm introduction without making it awkward.

DELIVERABLE: Produce a forwardable intro request email plus the short blurb the connector can copy-paste.

PROCESS:
1. Review the inputs below. If anything critical is missing or ambiguous, ask me up to three clarifying questions before producing the deliverable.
2. Research the prospect using the inputs: identify one specific, verifiable reason this outreach is relevant to them right now.
3. Lead with the prospect's problem or trigger event — never with the product or the company story.
4. Keep it skimmable on a phone screen and end with one low-friction ask.
5. Produce the deliverable in a clean, skimmable format I can use directly.

QUALITY BAR:
- Sounds like a sharp colleague wrote it, not a marketing team.
- No spam-trigger phrasing, no fake flattery, no 'I hope this finds you well'.
- Every sentence earns its place; cut anything the prospect wouldn't care about.

INPUTS:
- What you sell and the concrete outcome it delivers: {{product}}
- Name, role, and company of the person you're contacting: {{prospect}}
- Why now: a trigger event, shared connection, or observed pain point: {{trigger_or_context}}

Run this prompt on a real model without leaving the page. Every run is saved to your history for this prompt.

How to use

1. 1Fill in the {{product}}, {{prospect}}, {{trigger_or_context}} variables with your real details — specifics in, specifics out.
2. 2Paste the prompt into ChatGPT, Claude, Gemini, or any capable model.
3. 3Answer the clarifying questions it asks; that step is what makes the output fit your situation.
4. 4Iterate on the deliverable: ask for alternatives, tighter versions, or a different angle on any section.

Pro tips

• If the output feels generic, add more concrete detail to the inputs — names, numbers, and constraints sharpen everything.
• Works well in a thread: keep the conversation going to refine a forwardable intro request email plus the short blurb the connector can copy-paste.