Skip to content

Referral Ask Script

Ready-to-use scripts for asking customers for referrals — in person, by email, and a copy-paste intro for them to forward.

Referral Ask Script
===================

Most word of mouth dies in silence. Customers would refer you if you made it
easy and asked at the right moment. Use these scripts.


WHEN TO ASK
- Right after a project finishes well
- After positive feedback (a thank you, a good review, a kind email)
- When a customer specifically tells you the work helped them


THE ASK (in person or on a call)
"Really glad this worked for you. If you happen to know anyone else who
[specific situation — e.g. is starting a business, struggling with bookkeeping,
trying to find a new house], would you mind sending them my way? I'd really
appreciate it."


THE ASK (by email or message)
Subject: Quick favor

Hi [Name],

Thanks again for the chance to work together on [project]. Really glad
[the specific outcome] worked out.

If you happen to know anyone else who [specific situation], I'd love an
intro. Easiest way: just forward this email and CC me — I'll take it from
there.

Either way, thanks again.

[Your name]


COPY-PASTEABLE INTRO FOR THEM TO FORWARD
"Hi [Friend],

You mentioned [their problem] a while back — wanted to introduce you to
[Your name] who helps [your offer in one line]. They did [project] for me
recently and it was [result].

[Your name] — [your friend] mentioned [their situation]. Sounds like you
two should connect.

[Your contact info]"


FOLLOW UP
- Track every referral source in your customer sheet
- When a referral becomes a customer, tell the original referrer
- Send a small thank you (handwritten note, gift card, public shoutout)
- People who get acknowledged refer again

Format: Plain text file. Copy it into your notes app, or download it.

Browse all templates