MASTERMIND.

COM

REFERRAL SCRIPTS
HOW TO ASK FOR REFERRALS

Use this step-by-step guide to write a killer referral request:

1. GREETING AND OPENING:

Make it personal – use their name!

2. CELEBRATE:

Highlight any achievements,

progress, or goals that
were accomplished during
your coaching sessions.
3. ASK:

Clearly state your request for a

referral in a respectful and direct
manner, and tell them why their
referral would be valuable to you.
4. EXPLAIN:

Lay out exactly what you’d like

them – and their referral – to do.

5. APPRECIATE:

Thank them for being willing

to help you.
6. CONNECT:

Don’t forget to include

your most current email
and phone number.

powered by WWW.MASTERMIND.COM
1
© 2023 Mastermind.com, LLC. All rights reserved.
 MASTERMIND.COM

Here’s a sample for a coach who helps busy women optimize their gut health through a vegan diet:

Subject: Hey [Client’s Name], Quick Favor to Ask!

Hey [Client’s Name],

I hope you’re doing awesome! It feels like it’s been a minute since we caught up, and I’ve been thinking
about the fantastic journey you had when we were working together on boosting your gut health through
a vegan lifestyle.

Remember those “aha” moments and the progress you made? Your dedication was seriously impressive!

Now, here comes the favor - I’m reaching out because your story is seriously inspiring, and I think it could
genuinely help other busy ladies who want to rock their gut health too. Would you be up for sharing your
success and maybe even recommending my coaching to anyone in your circle who could use a boost?

Here’s the lowdown on what I’m thinking:

Tell Your Tale: You sharing a brief testimonial or your experience could totally resonate with others in the
same boat.

Hook Me Up: If you happen to know someone who could benefit from my coaching, it would mean the
world if you could shoot them a quick intro email or give me the green light to reach out.

I’m seriously grateful for your support, and I’m stoked about the chance to keep spreading positive vibes
and wellness transformations. If you’ve got any questions or you’re all set to connect me with someone, just
hit reply or drop me a line at [Your Email] or [Your Phone Number].

Massive thanks for being part of this journey and even considering my request. Can’t wait to catch up soon!

Stay awesome,

[Your Name]

[Your Title/Position]

[Your Email]

[Your Phone Number]

powered by WWW.MASTERMIND.COM
2
© 2023 Mastermind.com, LLC. All rights reserved.
 MASTERMIND.COM

Now it’s your turn to draft your referral request email:

Your Solution Statement:

Greeting:

Celebrate:

Ask:

Explain:

Appreciate:

Connect:

powered by WWW.MASTERMIND.COM
3
© 2023 Mastermind.com, LLC. All rights reserved.
 MASTERMIND.COM

Ask GG!
Feeling stuck? GG, your Mastermind.com AI assistant, can help you write a referral request email in no
time. Edit the text in brackets and paste the following prompt into a conversation with GG:

“I am a [coach] who [helps busy women optimize their gut health

through a vegan diet]. I want to write an email to former
clients asking them for referrals following this structure:

Greeting and Opening: Use their name!

Celebrate: Highlight any achievements, progress, or goals

that were accomplished during your coaching sessions.

Ask: Clearly state your request for a referral in

a respectful and direct manner, and tell them why
their referral would be valuable to you.

Explain: Lay out exactly what you’d like

them – and their referral – to do.

Appreciate: Thank them.

Connect: Include your most current info.

Can you write an email template for me that’s friendly

and casual?”

powered by WWW.MASTERMIND.COM
4
© 2023 Mastermind.com, LLC. All rights reserved.