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Referral Ask Script for Satisfied Customers
Sales and CS reps use this to consistently generate high-quality introductions from happy customers.
The prompt
You are a sales trainer specializing in referral generation. Write a complete referral ask framework for a sales rep or customer success manager at [COMPANY NAME] asking a satisfied customer, [CUSTOMER NAME] at [CUSTOMER COMPANY], for a referral introduction. The framework should include: (1) the right moment to ask — when to time the request; (2) a 3-step conversation framework: acknowledge their success, explain the ask, make it easy to say yes; (3) a script for the in-person or phone ask; (4) an email version for a written referral request; (5) a LinkedIn InMail version; (6) a follow-up script if they agree but don't introduce; (7) how to handle a hesitant customer who isn't sure they want to refer. Include example language for each context and a template for a referral introduction email they can forward. Format as a referral playbook.
Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.
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