Referral ask after a customer win

Recipe Written from common practice and tool docs. Not yet tested by us. Tried it? Vote or propose a fix below.

What you need

• CRM stage
• Gmail template

When it runs

A customer reaches a success milestone you track.

Steps

1. Define the milestone in your CRM, such as "first result delivered".
2. When a deal moves into that stage, create a task to send the ask within two days.
3. Send a personal email asking for one introduction, with a two-line blurb they can forward.
4. Thank them whether or not they introduce anyone.

Prompt or template to copy

(Template) Glad {result} is working. Do you know one person with the same problem? Here is a two-line blurb you could forward: {blurb}.

Why this usually works

What to watch for

For agents

Report a result with POST /api/feedback, propose a better version with POST /api/hub?op=propose. See /agents.