Template 1
The quick hello
Use when: They gave you their number at an event.
Message
Hi [first name], it's [your name] from [event]. Great chatting about [topic]. This is my number, so feel free to save it.
Text within a few hours of meeting, say who you are and where you met in the first line, and keep it to one or two sentences. Use text only when the person gave you their number for that reason; otherwise, email or LinkedIn is safer.
Tell Lily who you met
Just met Sarah Lee from Northwind. She wants a demo next week and knows David from Brightline.
Lily created
A text feels more personal than an email and gets read faster, which is exactly why it needs care. These templates are short by design, include who you are (they may not have saved your number), and leave the other person an easy way to reply.
Template 1
Use when: They gave you their number at an event.
Message
Hi [first name], it's [your name] from [event]. Great chatting about [topic]. This is my number, so feel free to save it.
Template 2
Use when: You both said you would meet up.
Message
Hi [first name], [your name] here from [event]. Still up for coffee? I'm free [day] or [day] near [area].
Template 3
Use when: You offered to send something.
Message
Hi [first name], [your name] from [event]. Here's the [resource] I mentioned: [link]. Hope it helps with [their project].
Template 4
Use when: A friend introduced you in person.
Message
Hi [first name], [your name] here, [friend]'s friend from [place]. Really enjoyed talking about [topic]. Would love to continue the conversation sometime.
Template 5
Use when: You have a meeting planned.
Message
Hi [first name], looking forward to [coffee / the call] tomorrow at [time]. Still good for you?
A text the same evening, or after the event, lands while the conversation is still fresh.
For professional contacts, avoid late-night texts; send between morning and early evening in their time zone.
If you agreed to meet, a short confirmation the day before helps both of you remember.
Yes, if they gave you their number and the conversation was friendly. If they only gave you an email address or a card with no mobile number, email instead.
The same day is ideal. A text sent while the conversation is fresh is easy to answer.
Email is the safer default for business. Text works when they gave you their mobile number and you have something quick to share or a meeting to arrange.
Give it a few days. If you still want to connect, send one short email or LinkedIn message instead of another text.
Write a note right after meeting. In Genify you can record a voice note on the new contact, so the detail is there when you text.

Elena Rodriguez
VP of Sales, Northstar
Shareable cards with your QR code.
Draft for David
Follow-upHi David, great talking at Illuminate. You mentioned Q1 planning is the priority, so I put together a short overview of how a pilot could fit. Worth 15 minutes next week?
Based on
Your notes from Illuminate and the last email you sent
Drafts built from real context.
Scan cards, save what you talked about by voice, and get a follow-up draft that references the conversation, so these templates write themselves.
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