3 Email Templates for Asking Someone Directly for a Referral

3 Email Templates for Asking Someone Directly for a Referral

Asking a current customer if they have anyone in mind to refer to you

Hi [Customer Name],

I hope you’re doing well today! 

I’m so glad to hear that our [work/service/product] has been working so well for you and your team. I knew that by working together, we’d be able to drive significant impact for [insert their brand’s name]. 

Given the success you’ve seen, I wondered if you might know of any [friends/colleagues/other companies in the area] who are also looking to [insert core value proposition of your product or service -- e.g. “improve their blog’s SEO”]. I would love to help them achieve the same results you’ve seen.

Kind regards,
[Your Name]


Asking someone to refer you to a friend or colleague using a promo code 

Hi [Customer Name],

I hope your week is going well so far. 

I was delighted to hear in our last [phone call/email chain/meeting] that our [work/service/product] has been serving you and your team well. Nothing makes me happier than helping to enable my clients’ [growth/happiness].

My goal is to help as many [people/businesses] as possible to [insert core value proposition of your product or service -- e.g. “develop great leaders”]. Since you’ve seen what our [service/product] can do for a business firsthand, I was wondering if you would be willing to share our [service/product] with a friend.

I generally [insert normal, non-referral detail -- e.g. ‘charge $50 for a 30-minute consultation’], but I’m happy to provide [insert referral benefit -- e.g. ‘a completely free consultation’] for anyone you refer to me. 

When they book a consultation, all they have to do is put the following personalized code in: [insert code here]. If you do end up passing along the referral code, you’ll also get [insert referrer’s benefit here - e.g. ‘10% off our next 3 sessions together].

Do you have anyone in mind who might want to take advantage of that benefit?

Thanks,
[Your Name]


Asking a past customer if they know of anyone they may be willing to refer to you

Hi [Customer Name],

I hope your last few [weeks/months] have gone well! 

I’m so glad to hear that our [work/service/product] has been working so well for you and your team. I knew that by working together, we’d be able to drive significant impact for [insert their brand’s name]. 

Given the success you’ve seen, I wondered if you might know of any [friends/colleagues/other companies in the area] who are also looking to [insert core value proposition of your product or service -- e.g. “improve their blog’s SEO”]. I would love to help them achieve the same results you’ve seen.

Kind regards,
[Your Name]

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