Referral Request Emails
Customer Referral Request Email Template
Happy customers are your best salespeople, but you need to ask for referrals at the right moment and make it easy. This template does both.
Subject Line Options
Know anyone else who might benefit?Quick favor - 2 minutesLoved working with you - one requestWho else should we be talking to?Your recommendation means a lotEmail Template
Hi {{firstName}},
Its been great working with you and seeing {{specific result theyve achieved}}.
Im reaching out because customers like you tend to know others facing similar challenges. If you know anyone who might benefit from {{what you offer}}, Id really appreciate an introduction.
**Ideal fit:**
- {{Criteria 1 - role/title}}
- {{Criteria 2 - company type}}
- {{Criteria 3 - situation/challenge}}
Happy to send you a quick blurb you can forward, or I can reach out directly if you just send me their name and email.
{{Optional: incentive - "As thanks, well [offer] for any referral that becomes a customer."}}
Either way, no pressure - just wanted to ask.
Best,
{{yourName}}Replace items in {{brackets}} with your specific information.
Why This Template Works
- Timing after success makes the ask natural
- Specific criteria helps them think of people
- Multiple easy ways to make the referral
- No-pressure close respects the relationship
Best Practices
- -Ask after a success milestone, not randomly
- -Be specific about who youd like to meet
- -Make referral as easy as possible
- -Always thank them, referral or not
When to Use
- After customer achieves measurable success
- Following positive feedback or review
- At natural relationship milestones
When NOT to Use
- During active support issues
- Too early in the relationship
- If customer hasnt seen value yet
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