Customer Referral Request Message
Write a concise, specific referral request for a satisfied customer.
Customise & copy
Add the context you have. The prompt updates as you work.
Enter the satisfied customer's name.
Enter the role or title of the person you want an introduction to.
Briefly explain why this type of contact is relevant based on the customer's experience or success.
Choose how the introduction should happen.
State the concrete benefit or incentive, such as a charitable donation or customer appreciation gift.
Live prompt
5 fieldsWrite one concise referral request message for an account manager to send to a satisfied customer. Use this fixed format and output only the message: Subject: Quick intro request Hi {{customer_name}}, Given the success you've achieved with us, I thought of someone in {{target_role}} who may be a fit because {{target_fit_context}}. I'm looking for an introduction to a {{target_role}}. Would you be open to a quick introduction via Email? It should take about 30 seconds. As a thank-you, I can provide {{referrer_value}}. Keep the message natural, specific, and concise. Do not add hype, sales jargon, exaggerated claims, fabricated details, private data requests, or follow-up questions.
Proof before you use it
A real example
Tested on gpt-5.6-luna on 2026-09-10
{
"target_role": "CFO of a regional manufacturing company",
"customer_name": "Carlos Rivera",
"referrer_value": "an invitation to an exclusive operations roundtable",
"outreach_method": "LinkedIn message",
"target_fit_context": "They recently opened a second facility and may be reviewing ways to improve cash-flow forecasting."
}A small ritual that works
How to use it
- 01Enter the satisfied customer's name.
- 02Add the target role and why they may be a fit.
- 03Choose Email, LinkedIn message, or Phone call.
- 04State the concrete thank-you or incentive.
Why it works
The prompt gives the message a clear audience, purpose, and fixed structure. Required fields capture the recipient, target role, relevance context, contact method, and thank-you offer, while the writing constraints keep the request concise, specific, and free of unsupported claims.
Where it fails
The structure assumes the customer is genuinely satisfied, the success statement is accurate, the target context is relevant, and the incentive is appropriate. It can also feel repetitive because the target role appears twice, and the fixed wording leaves limited room for relationship-specific tone.
Customisation tips
Adjust the subject, opening, and thank-you language to match the relationship and communication norms of the account. Make the fit context concrete without exposing private information, and select the outreach method that is easiest for the customer to use. If the incentive differs by region or policy, describe it precisely.
Watch-outs
- Do not use the success claim unless it accurately reflects the customer's experience.
- Keep the target-fit explanation grounded in known business context rather than assumptions.
- Confirm that the referral incentive complies with company, legal, and regional policies.
- Avoid entering sensitive customer or prospect information in the free-text fields.
Works in
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