Sales Script Creation
Crafting a Sales Script for Customer Referrals
This prompt helps sales teams create a script to request referrals from existing customers. It focuses on expressing gratitude, highlighting the mutual benefits of referrals, and making it easy for customers to provide leads.
Responsible:
Sales
Accountable, Informed or Consulted:
Sales, Customer Success
THE PREP
Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:
Identify customers who have shown high satisfaction, such as those with positive survey responses or NPS scores.
Prepare examples of how referrals have helped other customers or companies in similar roles.
Create a simple process for referrals, like a pre-written email template or a referral link.
THE PROMPT
Help create a sales script to request referrals from satisfied customers of [specific software product or service]. Focus on:
Expressing Gratitude: Starting with appreciation, such as, ‘We’re thrilled with how your team has been leveraging [Product Name], and we truly value your partnership.’
Highlighting Mutual Benefits: Mentioning the value referrals bring, such as, ‘We love working with forward-thinking teams like yours and are always looking to connect with others who might benefit from [specific value].’
Making the Ask: Clearly and respectfully requesting the referral, like, ‘Do you know anyone in your network who might face similar challenges or could benefit from [specific feature]?’
Providing Simplicity: Making it easy for them to help, such as, ‘If it’s easier, I can draft a quick intro email for you to share—just let me know!’
Closing Positively: Wrapping up with an offer to assist further, like, ‘We’d love to extend the same success you’ve had to someone you think would value it. Let me know how I can make this simple for you.’
Provide an example script that is warm, professional, and easy for customers to act on. If additional context about their usage or satisfaction is needed, ask clarifying questions to refine the request.
Bonus Add-On Prompts
Suggest methods for following up with customers who agree to provide referrals but haven’t acted yet.
Highlight techniques for identifying the best timing to request a referral, such as post-success milestones.
Propose strategies for incentivizing referrals, such as discounts or thank-you gifts.
Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.
SUGGESTIONS TO IMPROVE
Focus the script on specific industries or customer types to tailor the ask.
Include recommendations for using social media connections, like LinkedIn, for referrals.
Propose ways to follow up on referrals with personalized updates or thanks.
Highlight tools for managing and tracking referrals, such as HubSpot or ReferralCandy.
Add suggestions for turning referrals into case study opportunities to build further credibility.
WHEN TO USE
After customers have achieved success or expressed satisfaction with your product.
During ongoing customer success conversations or annual reviews.
To grow your customer base through trusted recommendations.
WHEN NOT TO USE
If the customer has unresolved concerns or hasn’t fully adopted the product.
When targeting customers without a strong professional network or connection opportunities.