Templates
Template: asking a customer for a referral
Ask for a referral at a moment of success, such as a good result or a positive review, not at renewal. Name the kind of person you are looking for, make the introduction easy with a short note they can forward, and thank them whatever they decide. Below are the ask, the note and the thank you.
Published by Sellinger AI. Numbers and settings checked on 24 October 2026 against the fact register. Report an error.
The text
Subject: A quick favour Hi [first name], Congratulations again on [the result]. Is there one person in your network with the same problem you had last year, perhaps [kind of person]? I would be glad to be introduced. No pressure at all. [Name]
[Your name] at [your company] helped us with [problem]. [One sentence about the result in their words]. Worth a short call if you are looking at the same thing.
Thank you, [first name]. I will make sure [referred person] is well looked after, and let you know how it goes.
Why each line is there
| Line | Why it is there |
|---|---|
| At a moment of success | The customer is glad to help when they feel the value. |
| Name the kind of person | Specific asks get specific answers. |
| A forwardable note | Saves them writing. |
| No pressure | Protects the relationship. |
What it measured
No data yet. Sellinger has not measured results for this exact text, so this page makes no claim about replies, meetings or revenue. Measured campaigns are in the case studies.
When not to use it
- At renewal or during a problem.
- With customers who have not yet seen results.
- Repeatedly; ask once, then thank them.
How to use it in Sellinger
This message usually comes from a person, after a real conversation. You can keep a copy of the wording in a knowledge base text article so the agent follows the same pattern when it writes to someone in the same situation.
Common questions
When should I ask a customer for a referral?
Should I offer a reward for referrals?
What if they say no?
Sources and method
Wording is ours.
Related: Templates hub, Case study request email, Referral partner outreach, Referral partner outreach blog.
