wdm0006/drafting-warm-introductions
skills/warm-introduction/SKILL.md
Drafts double-opt-in introduction emails connecting two Evergreen CRM contacts. Use when someone asks for an introduction, when you spot a mutually beneficial connection, or when facilitating networking between contacts.
testing
Updated Apr 23, 2026
$ install --global
skillsauthnpx skillsauth add wdm0006/evergreen-skills drafting-warm-introductionsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
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TrivyContainer and dependency vulnerability scanner
95%
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SemgrepStatic code analysis for vulnerabilities
95%
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mcp-scan (Snyk)Model Context Protocol security validation
95%
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Snyk (dep)Open source security scanning
50%
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Socket.devSupply chain security analysis
50%
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VirusTotalMulti-engine malware detection
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CrowdStrikeAdvanced threat intelligence
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OSV-ScannerOpen Source Vulnerability database check
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OWASP Dep-Check
50%
Last scanned: Apr 24, 2026, 2:36 AM69.0s1 file scanned
SKILL.md
- name:
- drafting-warm-introductions
- description:
- Drafts double-opt-in introduction emails connecting two Evergreen CRM contacts. Use when someone asks for an introduction, when you spot a mutually beneficial connection, or when facilitating networking between contacts.
Warm Introduction Drafting
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
When to Use
- Someone asks "Do you know anyone who...?"
- You spot a mutually beneficial connection between two contacts
- You promised to make an introduction
- After a meeting where two contacts should meet
How It Works
- Retrieve both contacts with
get_contactfor full profiles - Pull interaction history for both with
interactions.list - Check if they're already connected with
get_contact_network - Draft a double-opt-in permission email (ask each party first)
- Draft the actual introduction email
- Log the interaction for both contacts with
interactions.log - Create relationships with
relationships.create(type: "introduced_by")
Double-Opt-In Process
Step 1: Permission ask (to each party separately)
Subject: Quick intro — [Name] at [Company]?
Hey Sarah,
I've been talking with Marcus Webb, who's building a real-time analytics
platform at DataFlow. Based on what you've told me about Meridian's
data infrastructure challenges, I think you two would have a lot to
discuss.
Would you be open to an intro? Happy to connect you over email.
Step 2: Introduction email (after both agree)
Subject: Intro — Sarah Chen <> Marcus Webb
Sarah, Marcus — excited to connect you two.
Sarah is the CTO at Meridian Health, building out their healthcare
data pipeline. Marcus is the founder of DataFlow, focused on
real-time analytics infrastructure.
I think there's a natural overlap in the data pipeline space that
would make for a great conversation.
I'll let you two take it from here!
Step 3: Log in Evergreen
1. interactions.log(sarah_id, type: "email", summary: "Introduced to Marcus Webb (DataFlow) — data pipeline overlap")
2. interactions.log(marcus_id, type: "email", summary: "Introduced to Sarah Chen (Meridian Health) — data pipeline overlap")
3. relationships.create({
contact_id: sarah_id,
related_contact_id: marcus_id,
type: "introduced_by",
notes: "Connected re: data infrastructure — Apr 2026"
})
Introduction Quality Checklist
| Element | Why | |---------|-----| | Both parties opted in | Respect and trust — never blind-intro | | Clear reason for connecting | Not just "you should know each other" | | Brief context on each person | Save them the Googling | | Specific overlap highlighted | Give them a starting point | | Graceful exit | "I'll let you two take it from here" |
Checklist
Warm Introduction:
- [ ] Both contacts' profiles and history reviewed
- [ ] Mutual benefit clearly identified
- [ ] Double-opt-in obtained before sending intro
- [ ] Introduction email includes context on both parties
- [ ] Interaction logged for both contacts
- [ ] Relationship created in Evergreen
Learn More
- Evergreen — Local-First Personal CRM
- Evergreen Gets Serious
- Evergreen Gets Even Evergreener
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