Professional Services Referral Request
Request a referral or testimonial from a client after a successful project delivery.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Asks a satisfied client to refer colleagues or contacts who might benefit from the same professional services.
- Professional referral request
- Client referral ask
- Word-of-mouth outreach
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
A Quick Ask, client_first_name
Hi client_first_name,
Now that project_name is wrapped up, I wanted to reach out with a personal note — not about another project, but to ask a small favor that means a lot to a firm like ours.
The most meaningful way our business grows is through the recommendations of clients we've genuinely served well. If our work together met or exceeded your expectations, I'd be incredibly grateful if you'd consider one or both of the following:
LEAVE A REVIEW
A short review — even just a few sentences — helps other businesses find us when they're looking for the right partner. You can leave one here: testimonial_link
MAKE AN INTRODUCTION
If you know someone who could benefit from our services — a peer, a colleague, or another business in your network — a warm introduction is the highest compliment we can receive. All you need to do is pass along my contact information or forward this email, and I'll take it from there with care and no pressure.
I know your time is valuable, and I wouldn't ask if I didn't feel we'd earned it. If there's ever anything about your experience you'd like to share with me directly — good or otherwise — please don't hesitate. Honest feedback helps us serve the next client better.
Thank you again for trusting us with project_name. It was a pleasure. Reach me anytime at me::phone or me::email.
Workflow context
When to use this workflow
Use this workflow after a successful client project when it is appropriate to ask for a review, testimonial, or warm introduction.
What this replaces
This replaces awkward one-off referral requests, missing review links, and inconsistent post-project asks across account managers or partners.
Why teams standardize this email
Referral requests work best when they are timely, respectful, and specific. A workflow gives teams a polished structure while still letting the sender tailor the ask to the relationship.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the referral or testimonial request email in Outlook
- Prompts for client name, project name, testimonial link, phone, and email
- Adds a client-specific subject line
- Keeps the request language consistent and professional
- Leaves the draft editable before sending
FAQ
Does Toggles post or collect testimonials?
No. Toggles prepares the request email and can include a testimonial link. Collection happens in the linked review or feedback tool.
Can the sender remove the referral ask?
Yes. The draft can be edited before sending.
Is this sent automatically after project completion?
No. The user starts the workflow and sends the email manually.
Part of a starter pack
Explore the Client Services Starter Pack
Help client-facing teams send reliable onboarding, check-in, document, billing, and handoff emails directly from Outlook with the right structure already in place.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.