Asking a delighted customer for a warm intro

Referral ask

Send to a customer who has just renewed, given a 9-10 NPS, posted a positive social mention, or sent unprompted praise in the last 30 days. Always name a specific person at a specific company — never ask for "anyone who might be a fit." Include a ready-to-forward intro paragraph so they can do this in 30 seconds. Limit to two named asks per email.

Use this in Tonic Desk Email template

The template

Ready to copy

Subject: Tiny ask — intro to {{prospect_name}}?

Hi {{first_name}},

I won't pretend this isn't an ask, so I'll keep it short.

You mentioned a couple of weeks ago that {{your_product}} had paid for itself by {{specific_outcome}} — that comment genuinely made my month.

Two folks I think would benefit from the same thing:

  1. {{prospect_name}} at {{prospect_company}} — they're {{prospect_context}}.
  2. {{prospect_2_name}} at {{prospect_2_company}} — {{prospect_2_context}}.

If either feels like a fair intro, I've drafted something below you can paste into a forwarded email — no rewriting needed:

Hey {{prospect_first_name}}, meet {{your_first_name}}. They run {{your_product}} and we use it for {{specific_outcome_short}}. Worth a 20-min chat — I think you two will get on.

Totally fine to say no — appreciate even just considering it.

{{your_first_name}}

Placeholders

Variables you'll need to swap in

{{first_name}}
Customer's first name
{{your_product}}
Your product name
{{specific_outcome}}
A concrete outcome they got
{{specific_outcome_short}}
One-line version of the outcome
{{prospect_name}}
Full name of person 1
{{prospect_company}}
Company of person 1
{{prospect_context}}
Why person 1 needs this
{{prospect_2_name}}
Full name of person 2
{{prospect_2_company}}
Company of person 2
{{prospect_2_context}}
Why person 2 needs this
{{prospect_first_name}}
First name for the forwardable intro
{{your_first_name}}
Your first name
Skip the copy-paste

Use this in Tonic Desk

Import this email template into Tonic Desk in one click. Variables auto-map to your contact and deal fields, so the next send is a single keystroke away.

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