Library/Outreach & Messaging/Referral & Warm Outreach/Draft a Referral Request Message to a Customer
TestedOutreach & MessagingQuick Win (under 10 min)

Draft a Referral Request Message to a Customer

Generate a referral request message to a satisfied customer that makes the ask feel like recognition.

About this prompt

This prompt creates a referral request message for a satisfied customer — framing the ask as an invitation to share their experience with peers rather than a sales request, and making it easy for the customer to refer without creating awkward situations. Use it after a customer milestone or positive outcome.Referral requests that feel like sales asks get declined or ignored — this prompt generates a message that leads with acknowledgment of the customer's success, explains what a referral program offers them, and makes the actual ask feel like a natural extension of the positive relationship rather than a transaction. Fill in the customer details, their specific result, and your referral program terms for a message that reads as appreciation for their success rather than solicitation for new business.

The prompt

You are a Sales Representative. Today, your task is to draft a message to a customer asking for referrals. Customer information: [Details about the customer] Referral program details: [Details about o
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Variables to replace

DETAILS ABOUT THE CUSTOMER|DETAILS ABOUT OUR REFERRAL PROGRAM, INCLUDING ANY INCENTIVES

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
SeatAE, AM, CSM, Inside Sales
DifficultyBasic
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryOutreach & Messaging
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