Off Prompt

AI Tools for Small Business

Marketing

Ask a Customer for a Referral by Email or Text

Use this prompt when you want to ask a specific satisfied customer for referrals. Fill in the bracketed fields with your actual business details, customer description, incentive offer, and tracking method before sending.

The Prompt

You're helping me write a referral ask message for my small business. Here's my situation:

- My business: [Describe what you do in one sentence — e.g., "I run a one-person bookkeeping service for restaurants in Austin."]
- Who I'm writing to: [Describe this customer — e.g., "A longtime client who's been with me 2 years, always pays on time, and left me a 5-star Google review."]
- The offer: [Your double-sided incentive — e.g., "They get $50 off their next invoice, and whoever they refer gets $50 off their first month."]
- How to refer: [Your tracking method — e.g., "Just have their friend mention their name when they reach out."]
- Tone: Warm, personal, not salesy. Should sound like a real person who genuinely likes this client — not a marketing campaign.
- Avoid: Phrases like "excited to announce," "referral program," "valued customer." Don't use corporate language.
- Format: Write two versions — one email (under 150 words) and one short text message (under 80 words).

From the guide

Using AI to write a simple referral program offer and the email or message that asks your best customers to join it →

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