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Professional Services Referral Request

Client Services
Operations

Request a referral or testimonial from a client after a successful project delivery.

Add this workflow to Outlook

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
client_first_name
project_name
testimonial_link
me::phone
me::email
Workflow previewApplied workflow: Professional Services Referral Request
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Est. saved: 3 min 31 sec

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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.

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.

01
Add this workflow

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02
Open it in Outlook

Launch it from the compose window where your team already works.

03
Review, fill, and send

Review the remaining fields, then send with the right message already in place.

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.

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