Customer Referral Request From Happy Accounts
Ask for introductions at the right moment.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Plan how to ask happy customers for referrals. Customer and results: [CUSTOMER_AND_RESULTS]. Our relationship and last interaction: [RELATIONSHIP]. The kind of referral we want: [REFERRAL_TARGET]. Incentive rules (if any, within platform or legal limits): [INCENTIVE_RULES]. Create: 1. A decision tree: is the customer satisfied (recent success, positive feedback)? is there an open issue? have they been asked recently? IF any issue THEN do not ask. 2. Three scripts (50 to 80 words) for a live conversation: after a success, at the end of a QBR, and when they praise us. 3. An email (100 words) with an easy ask: a specific description of who would benefit and a forwardable blurb they can send in 30 seconds. 4. A forwardable intro blurb (60 words) written for the customer to use. 5. Thank-you messages for a referral that closes and for one that does not. 6. A tracking sheet: customer, ask date, response, referral, outcome. 7. Guardrails: no pressure, no ask when the customer is unhappy, respect confidentiality, and disclose incentives clearly under the rules in [JURISDICTION] [VERIFY]. Use only the information supplied.
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