Sales Workflows
Referral Request Template Pack(Free Download)
Ready-to-adapt referral asks for the two moments they actually work — post-onboarding and post-milestone — plus a WhatsApp referral message and the CRM fields to track incentives.
Template preview
Workflow preview
What's included
Two email ask skeletons (post-onboarding and post-milestone), a WhatsApp referral message, a forwardable intro line, four CRM incentive-tracking fields, and a quarterly review checklist.
ask Templates3
trigger Moments2
tracking Fields4
forwardable Lines1
review Checklist Items6
Template specs
Difficulty
Beginner
Setup time1 hour
Best for1–50 seats
IndustryUniversal
Plan required
Free
Updated 2026-08-07
No credit card · Free forever
A template pack for asking for referrals at the two moments customers are most likely to say yes: right after a smooth onboarding, and right after a win they can feel. Includes the email skeleton for each moment, a short WhatsApp version for customers who live there, and the phrasing that makes referring effortless — naming the type of person you help, and offering a forwardable line so the customer never has to compose anything. A small set of CRM custom fields tracks who referred whom, what incentive was promised, and whether it was paid, so the programme survives past its first month.
The Problem This Solves
Most teams either never ask for referrals or ask at random — a generic 'know anyone who might benefit?' buried in a newsletter. Happy customers would refer, but the ask arrives at the wrong moment, requires them to write something from scratch, and any promised incentive is tracked in someone's head until it is forgotten.
Who It's For
Founders, account managers, and customer success teams at agencies, SaaS companies, and service businesses where word of mouth already drives deals — typically 1–50 seats.
Use Cases
- Ask for a referral in the week after onboarding, while goodwill is at its peak
- Trigger a milestone-based ask when a customer hits a result they can feel
- Send a short WhatsApp referral message customers can forward in one tap
- Track referrer, referee, incentive promised, and incentive paid as CRM fields
- Turn an informal 'we get referrals sometimes' motion into a measured channel
How to Use This Template
- 1
Define your two trigger moments — onboarding complete, and one concrete milestone
- 2
Adapt the ask skeletons: name the exact type of person you help, not 'anyone'
- 3
Include the forwardable line so referring takes one tap, not a composed email
- 4
Add the four incentive-tracking fields to your CRM and log every ask as an activity
- 5
Thank and update the referrer at each step — silence kills second referrals
- 6
Review the referral field report quarterly: asks made, referrals received, deals won
Inside the template: sample data
The exact rows that ship with the Referral Request Template Pack download — replace them with your own records after import.
| Ask | Channel | Trigger | Message goal |
|---|---|---|---|
| Post-onboarding ask | 7 days after onboarding complete | Name the type of person you help + include the forwardable line | |
| Post-milestone ask | Customer hits a concrete result | Tie the ask to the result they just achieved | |
| WhatsApp referral | Either trigger, WhatsApp-first customers | Two lines + forwardable intro they can send in one tap | |
| Thank-you update | WhatsApp/Email | Referral received | Thank the referrer; tell them what happens next |
| Incentive close-out | Referred deal won | Deliver the promised incentive; log it as paid in the CRM |
Frequently Asked Questions
Ready to use this template?
Deploy Referral Request Template Pack in HelloGrowthCRM with one click. Get started free — no credit card · free forever.
Free forever · No credit card required · Set up in minutes
Related resources
Related Templates
Agency Client Onboarding Checklist
22-step agency onboarding checklist across 5 milestones: kickoff, access & assets, CRM setup, automation, and launch readiness.
Customer Success Health Check
Quarterly recurring health check workflow: six milestone stages from usage and NPS through renewal risk, expansion, and automated CSM follow-up.
WhatsApp Follow-Up Sequence Pack
A 7-touch WhatsApp follow-up sequence with message timing, template categories, and re-engagement branches for unresponsive leads.