Library/Outreach & Messaging/Referral & Warm Outreach/Write a Referral Request Email to a Happy Customer
TestedOutreach & MessagingQuick Win (under 10 min)
About this prompt
This prompt writes a referral request email for AEs, AMs, and CSMs reaching out to a happy customer and asking for an introduction to a specific peer, person, or company type facing a similar problem. The email opens with a concrete result the customer has achieved, makes a specific rather than generic referral ask, offers to draft the intro email to reduce friction, and closes warmly without pressure. Use it when a customer has expressed satisfaction with your solution and you're ready to ask for a referral rather than waiting for one to happen organically.Referral requests fail most often because they're vague — 'if you know anyone' — which puts the cognitive burden on the customer to think of a match with no guidance. This prompt structures the ask around a specific customer segment and pain point, making it much easier for the customer to think of someone concrete. Fill in [CUSTOMER NAME] and [COMPANY] with the customer's details, [YOUR SOLUTION] with your product name, reference [A PEER / SPECIFIC PERSON / COMPANIES LIKE THEIRS] with whatever referral target you're hoping for, and fill in [INDUSTRY/ROLE] and [PAIN] with the specific profile and problem you're looking for in the referral. The offer to draft the intro email — which the prompt includes automatically — is the single most effective friction-reducer in referral requests; most customers who are happy to refer still don't follow through because composing the intro message is annoying. Use this prompt after a successful QBR, post-expansion, or following a strong NPS response — not proactively with customers where you haven't yet established clear value. Keep the final email under 130 words and read it aloud before sending to catch any phrasing that sounds transactional rather than genuinely appreciative.The prompt
Write an email to [CUSTOMER NAME] at [COMPANY] asking if they would be willing to refer me to [A PEER / SPECIFIC PERSON / COMPANIES LIKE THEIRS]. The email should:
1. Open by referencing a specific re
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Variables to replace
CUSTOMER NAME|COMPANY|A PEER / SPECIFIC PERSON / COMPANIES LIKE THEIRS|YOUR SOLUTION|INDUSTRY/ROLE|PAIN
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- 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
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