Draft the referral ask and intro language
Produces the referral request — ideal-fit profile, the ask, and ready-to-forward introduction copy — lowering the friction of the client making the introduction.
In / outClient context + ideal-fit prospect profile → referral ask message + introduction copy template
You might say…
“Clients want to refer me but they don't know what to say — this gives them the intro copy so the ask becomes a one-click forward.”
What it does
Produces the referral request — specifying the ideal-fit profile, making the ask easy with ready-to-forward intro copy, and suggesting the channel. Used once readiness is confirmed, to lower the friction of the client making the introduction.
Trigger: Use once referral readiness is confirmed, to produce a complete, friction-free referral ask with forwarding copy.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
Start a conversation