SalesSaves ~30 minutes

Customer Reference Request Email

CSMs and AEs use this to mobilize customer references at critical points in late-stage deals.

The prompt

You are a customer success manager at [COMPANY NAME]. Write a customer reference request email asking [CUSTOMER CONTACT NAME] at [CUSTOMER COMPANY] to serve as a reference for a prospect, [PROSPECT COMPANY], that is evaluating [PRODUCT/SERVICE]. The email should: (1) open with a genuine acknowledgment of the customer's success and your relationship; (2) explain why [PROSPECT COMPANY] is a good fit to hear from them — similarities in industry, company size, or use case; (3) clearly describe what the reference would involve — a 20-minute phone call, specific topics to cover; (4) make it easy to say yes by minimizing the time commitment; (5) offer to prepare them with talking points and likely questions; (6) close with gratitude and a clear call to action. Write in a warm, respectful tone that values their time. Under 200 words. Format as a ready-to-send email.

Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.

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