A script for asking a happy customer whether they know someone who could benefit. Their consent comes first, and a no is a perfectly good answer.
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When to use it
Use it after a good result or a positive review, not in the middle of a problem, and not as part of the sales close.
The script
Referral ask script
Call script
Opening
Hello [Name], this is [Your name] from [Company]. Thank you again for [what happened]. Have you got a minute? I would like to ask a small favour, and 'no' is a perfectly fine answer.
The ask
Do you know anyone in [role or field] who might benefit from [outcome]?
Make it easy
I can send you a short message to forward, or I can mention your name only if you agree.
Consent
Before I contact anyone, would you check that they are happy to hear from me?
Thank them
Thank you. I will let you know what happens. If nobody comes to mind, that is fine.
DIRI AI · diriai.com · Training material, not legal or financial advice.
Replace the [square brackets] with your own facts and adapt the wording to your own voice.
How to use it
Ask only customers who have said something positive in the past, and mention what they said.
Never contact the referred person until the customer has confirmed they agree.
Report back to the customer, whatever the outcome, within a week.
Practise it before you dial
In DIRI AI an AI customer, clearly marked as AI, answers your call and reacts the way a busy person might. Matching scenario: Life insurance: first contact from a referral. The Free plan costs nothing.