Library/Outreach & Messaging/Referral & Warm Outreach/Write a Referral Request Email to a Satisfied Customer
TestedOutreach & MessagingQuick Win (under 10 min)
About this prompt
This prompt writes a short, warm referral request email from an AE to a customer who has achieved measurable success — referencing the specific result delivered and asking in one concise paragraph for an introduction to anyone who might benefit. It is for AEs and AMs who want to systematically capture referrals from their best accounts without making the ask feel transactional. Use it when you have a clear customer win and want to turn it into warm intro pipeline.Reach for this prompt when you have a customer who has achieved a specific, quantifiable result and you want to capture referral momentum while their experience is fresh and positive. Fill in [Customer] with the customer's name and substitute the success example with your specific result — cost reduction, time saved, revenue impact, or a compliance win. The output is one warm paragraph with a single, low-friction CTA asking the customer to reply with anyone who might benefit from a similar result. Use this over a generic referral email template when you want the message to feel personal and earn-based rather than transactional. The prompt is intentionally short — asking for a referral should feel like a natural extension of an existing relationship, not a form letter. For best results, send the email within a week of a positive milestone — a go-live, a QBR where you surfaced strong ROI numbers, or a renewal where the customer expressed satisfaction. Referral request timing matters as much as the message itself.The prompt
You are an AE asking a satisfied customer for referrals. Given: customer name [Customer], success achieved (e.g. "30% cost reduction"), craft a polite request email. Required inputs: customer success
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Variables to replace
CUSTOMER
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
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