Library/Account Management & Customer Growth/Reference, NPS & Advocacy Operations/Ask a happy customer for a review or reference
TestedAccount Management & Customer GrowthSame-Day Use (under 30 min)

Ask a happy customer for a review or reference

Craft an advocacy ask (review, reference, logo, speaking) anchored on a real win that leads with what they gain.

About this prompt

This prompt helps AMs, CSMs, and AEs turn a genuinely happy customer into advocacy without it feeling like cashing in the relationship. It writes the ask, an effort-reducer that makes saying yes easy, and a timing note on whether now is the right moment. Use it post-sale when a recent win gives you a natural reason to request a review, reference call, logo use, or speaking nomination.A happy customer is your best advocacy source, but a clumsy ask makes them feel like an unpaid marketing asset and damages the relationship. This prompt anchors the request on a real, recent win and leads with what the customer gets, then removes friction so yes is effortless. Describe the contact under WHO (name, role, how happy, why), name the specific ask under G2 / GARTNER PEER INSIGHTS REVIEW / REFERENCE CALL / LOGO USE / SPEAKING NOMINATION, and give THE MOMENT that makes now the right time. Add WHAT THEY GAIN (visibility, peer status, roadmap influence, a favor returned) and rate HOW MUCH EQUITY I HAVE so the ask matches the relationship's warmth. You get the message, the effort-reducer (a starter draft, talking points, a 20-minute cap), and a read on whether to ask now or bank it. One tip: if the relationship isn't strong enough for this ask, the prompt suggests a smaller one to build toward it rather than risk a no that goes cold.

The prompt

I have a genuinely happy customer and I want to convert that into advocacy — a review, a reference call, logo permission, or a speaking nomination — without it feeling like I'm cashing in on the relat
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Variables to replace

WHO — NAME, ROLE, HOW HAPPY, WHY | G2 / GARTNER PEER INSIGHTS REVIEW / REFERENCE CALL / LOGO USE / SPEAKING NOMINATION | THE MOMENT — A RESULT, A MILESTONE, POSITIVE FEEDBACK | WHAT THEY GAIN — VISIBILITY, PEER STATUS, INFLUENCE ON ROADMAP, A FAVOR RETURNED | HOW MUCH EQUITY I HAVE

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePost-Sale/Growth
SeatAM,CSM,AE
DifficultyBasic
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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