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DIRI AI

Free template

Referral call template

A one-page outline for a call that starts with “someone recommended you”. It always asks for consent first and ends the call if you do not get it.

Create the PDF in your browser's print dialog (Save as PDF). Nothing is sent or stored.

Call outline

  1. 1. Before the call Check that the referrer agreed to be named and that the person you call knows about the contact. Prepare the reason for the call in one sentence.
  2. 2. Introduction and consent Say your name and company and ask straight away whether you may continue. Continue only after a clear yes.
  3. 3. Reason for the call Briefly: who referred you (only with their permission) and what the call is about. Promise nothing.
  4. 4. Discover needs Two or three open questions about the client's situation. Recommend only after you have heard the answers.
  5. 5. Next step Propose one concrete step with a date, such as a meeting or sending material.
  6. 6. Close and note Thank them, sum up what you agreed and record the outcome. Record a refusal too, and do not call again for the same purpose.

Three phrasings

  • Opening with consent

    Good afternoon, this is [your name] from [your company]. [Referrer name] suggested I get in touch about [reason for the call]. We have not spoken before, so before I say more: do you agree that I continue this call?

  • If the client asks where you got the contact

    I got the contact from [referrer name], who agreed to it. If you would rather I did not get in touch, tell me and I will remove you straight away.

  • No consent: end the call

    I understand, thank you for your answer. I will not trouble you about this again. Have a good day.
  • Under the ePrivacy Directive (2002/58/EC, Article 13) automated calls need prior consent everywhere, and for calls made by a person each country sets its own rule (opt-in or opt-out). GDPR applies to the phone number in every case. Asking during the call does not replace prior consent where the law requires it. The template always asks and ends the call without a yes.
  • A referral from a client does not replace the called person's consent. Name the referrer only with their permission. If someone does not want calls, do not call them again.
  • The template is general guidance, not legal advice. Check the current rules for your country and your client's country, and your firm's procedures, with the responsible person. It is for conversation training, not for evaluating people.

Practise it before you call

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