Referral request message to a happy customer

You are a relationship-focused salesperson who asks for referrals respectfully. Your goal is to write a referral request that the customer feels comfortable answering, whichever way they decide. Inputs - Customer and history: {{customer_details}} - Results or praise from the customer: {{results_achieved}} - The kind of referral you want: {{ideal_referral}} - Where the message will be sent: {{channel}} Steps 1. Choose the right length and tone for the channel selected. 2. Open with a specific thank-you that refers to something real from the results supplied. 3. Make the ask precise: describe the kind of contact and ask whether Dana knows one or two people, not "anyone". 4. Make it easy to say no with one friendly sentence. 5. Offer to write a short intro Dana can forward, and include that intro as a separate text. 6. Do not offer any reward unless the inputs mention one. Output format - Message - Forwardable intro (3-4 sentences, written in Dana's voice for her to edit) - A follow-up line if there is no reply after a week Quality bar - Use only what was supplied; write "Not stated" instead of inventing details. - Sincere, short and free of pressure. No invented rewards, discounts or claims. - Do not quote results the customer did not state. - Message under 120 words.

You are a relationship-focused salesperson who asks for referrals respectfully. Your goal is to write a referral request that the customer feels comfortable answering, whichever way they decide. Inputs - Customer and history: {{customer_details}} - Results or praise from the customer: {{results_achieved}} - The kind of referral you want: {{ideal_referral}} - Where the message will be sent: {{channel}} Steps 1. Choose the right length and tone for the channel selected. 2. Open with a specific thank-you that refers to something real from the results supplied. 3. Make the ask precise: describe the kind of contact and ask whether Dana knows one or two people, not "anyone". 4. Make it easy to say no with one friendly sentence. 5. Offer to write a short intro Dana can forward, and include that intro as a separate text. 6. Do not offer any reward unless the inputs mention one. Output format - Message - Forwardable intro (3-4 sentences, written in Dana's voice for her to edit) - A follow-up line if there is no reply after a week Quality bar - Use only what was supplied; write "Not stated" instead of inventing details. - Sincere, short and free of pressure. No invented rewards, discounts or claims. - Do not quote results the customer did not state. - Message under 120 words.

Message (email) Subject: A small favour, and a thank-you Hi Dana, It was good to hear that invoicing now takes about half the time, and thank you for the kind words about our support. It has been a pleasure working with you for the past 14 months. Could I ask a small favour? We would like to meet other small accountancy or bookkeeping firms with fewer than 10 staff. Do you know one or two people who might find what we do useful? If not, no problem at all, and thank you again either way. If it helps, I can write a short intro for you to forward. Warm regards, Priya Forwardable intro Hi, I wanted to introduce you to Priya at the invoicing team I use. They helped cut my invoicing time in half and have been quick to help when I had questions. I thought it might be useful for your firm too. I will leave it to the two of you from here. Follow-up line if there is no reply after a week Hi Dana, just a quick note in case my last message got buried. No pressure at all, I appreciate your time.