Client Referral Request Email Template
Ask satisfied clients for referrals in a professional, non-pushy way.
Template Preview
Subject: Know someone who could use our help?
Hi {{client_name}},
We love working with you! If you know anyone who could benefit from {{service_description}}, we'd be honored if you'd share our information.
Share this link with them: {{referral_link}}
When they mention your name:
🎁 They get: {{referral_offer_new_client}}
🎁 You get: {{referral_offer_existing_client}}
No pressure at all - we just know the best clients often come from clients like you!
Thank you for your trust in us.
Warmly,
{{your_name}}
{{business_name}}How to Use This Template
Copy the Template
Click the copy button above to copy to clipboard
Replace Variables
Swap {{variables}} with your business info
Send or Automate
Use manually or automate with SchedulingKit
Variables to Replace
{{client_name}}{{service_description}}{{referral_link}}{{referral_offer_new_client}}{{referral_offer_existing_client}}{{your_name}}{{business_name}}💡 Pro Tips
Only ask happy, established clients
Offer value to both referrer and referee
Make sharing easy with a link
Time it after a positive interaction
Perfect For
When to Use This Template
Send to loyal clients who have visited 3+ times and recently had a positive experience. For brand-new clients, focus on the welcome and follow-up sequence first — it is too early to ask for referrals.
✅ Best Practices
Send after a positive interaction so the request feels natural and well-timed, not random
Make the referral link shareable on social media and messaging apps with one tap
Clearly state what both the referrer and the new client receive so there is no ambiguity about the incentive
⚠️ Common Mistakes to Avoid
Asking every client for referrals regardless of their satisfaction level or relationship stage
Making the referral process complicated with codes or forms instead of a simple shareable link
Offering a reward that is too small to motivate action or too large to be financially sustainable
Frequently Asked Questions
Can I customize this email template?
Absolutely! This template is designed to be fully customizable. Simply copy the template and replace the {{variables}} with your specific business information, branding, and messaging. You can also adjust the tone, add or remove sections, and personalize it for your audience.
When should I send this email?
For best results with client referral request email template, timing matters. Only ask happy, established clients Many businesses automate this email to trigger at the optimal time using scheduling software.
How do I automate this email template?
You can automate this template using SchedulingKit's workflow feature. Once set up, the system will automatically send personalized versions of this email to the right clients at the right time—no manual work required. This ensures consistency and saves hours of administrative work.
What makes a good email for appointments?
Effective appointment emails should be clear, professional, and include all essential information (date, time, location). Offer value to both referrer and referee Using email templates ensures you don't miss important details.
Explore More Resources
Further Reading
- HubSpot: Free Business Templates — Curated collection of professional business templates.
- SCORE: Technology Resources — Free mentoring and guides for small businesses.
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