Published October 12, 2026.
Why the control matters
An executive introduction creates expectations for two people, not just a sent email. A ledger preserves why the connection was made, what each party consented to share, and whether a follow-up remains open.
Build the record
Record requester, proposed counterpart, purpose, source of contact details, sharing permission, introducer, sent time, response state, and closure. Avoid copying private background notes into a tracker with a broad audience.
Run the workflow
Before sending, verify names, roles, organizations, addresses, and the requested next step from current sources. Ask whether both parties expect a direct handoff, a double-opt-in introduction, or simply permission to share coordinates.
Review the evidence
Use statuses that describe evidence: consent requested, one-sided consent, ready to introduce, introduced, meeting arranged, declined, or closed without response. “Networking” is not a useful status.
Close the loop
Review unanswered introductions and stale requests without sending escalating messages on the CEO’s behalf unless authorized. Close the loop with both parties and preserve opt-outs so a declined connection is not repeatedly proposed.
Authority and limitations
Maintain an Executive Introduction Ledger is an operating workflow, not legal, financial, security, employment, travel, or governance advice. The executive office should approve authority, information handling, retention, and exception ownership before using it.