Library/Outreach & Messaging/Referral & Warm Outreach/Write a Referral Request Email to an Existing Customer
TestedOutreach & MessagingQuick Win (under 10 min)

Write a Referral Request Email to an Existing Customer

Generate a referral request email citing a customer outcome and making it easy for the customer to say yes.

About this prompt

This prompt helps AEs, AMs, and founder-led sellers write a referral request email to an existing customer or partner that ties the ask to a specific positive outcome, describes the type of referral they're looking for in concrete terms, and reduces friction by offering to draft the introduction email on their behalf. Use it after a customer has experienced a clear win and before the end of the honeymoon period, when willingness to advocate is highest.Use this prompt when you have a satisfied customer and want to ask them for a warm introduction to a peer or similar company. Fill in the customer's name, the specific outcome they achieved, and the type of company or persona you want to meet — the more specific, the better the output. This prompt works best after a QBR, a major milestone, or a positive NPS response, when the customer's goodwill is at its highest. It differs from a general ask-for-introduction prompt by explicitly writing the forwardable blurb the customer can copy and send, reducing the effort required from their side. For best results, include the customer's LinkedIn headline or role so the AI can match the tone and relationship context accurately.

The prompt

Write an email to [FILL IN existing customer or partner] asking for a referral. The email should: (1) reference a specific positive outcome they've had with us, (2) describe the type of company or per
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Variables to replace

FILL IN EXISTING CUSTOMER OR PARTNER

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

StageProspecting
SeatAE, AM, Founder-Led Seller
DifficultyBasic
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryOutreach & Messaging
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