The connector should send the first email — always. Their endorsement is what makes the intro warm. Once they send the forwardable email and the target replies, the connector typically loops out of the thread and you continue one-on-one. If you send the first email and just CC the connector, you've lost the entire warmth advantage and it's now a cold email with a name-drop.
The connector sends the first email. Their name on the From line is the credibility signal. Your name on the From line is just another cold inbox arrival.
The flow:
Step 1. You pre-draft a forwardable email and send it to the connector.
Step 2. The connector copies the forwardable email, addresses it to the target, adds a one-line personal note at the top ('Sarah — meet [you]'), and hits send.
Step 3. Target replies to the connector's thread. Now you, the target, and the connector are all on the same email.
Step 4. Connector loops out with a one-liner — 'I'll let you two take it from here' — and you continue one-on-one with the target.
Sending the first email yourself with the connector CC'd is the most common mistake. From the target's perspective, this looks like a cold email with a name-drop. The credibility doesn't transfer because the connector didn't actually vouch — they just got copied.
Another common mistake: the connector forwards the email but adds significant context or commentary. This dilutes the ask and adds friction. The connector's job is to forward, not to re-pitch. The pitch is already in the email you wrote.
Some connectors prefer double opt-in: they email the target first asking 'are you open to an intro from [requester]?' and only forward once the target says yes. This is more polite and produces fewer wasted forwards, but adds a step. Use double opt-in when the target is highly senior (C-level) and the connector wants to protect their relationship. Skip it when the target is at VP level or below and the warm path is strong.
Boomerang is the operational warm-intro orchestration layer for B2B sales teams. Learn more or book a demo.