Referral & Review Request Templates

☐ They just told you a problem is solved or thanked you in chat

☐ They left positive feedback or a high rating on a support reply

☐ They renewed, upgraded, or placed a repeat order

☐ They hit a milestone with you (30 days in, first big result, project shipped)

☐ They referred someone casually without being asked

Do not ask when: there is an open complaint, a refund, or a pending issue. When in doubt, wait for the next clear win rather than forcing it.

So glad that sorted it out, [First Name]. Quick favor: would you mind leaving us a short review? It honestly helps a lot.

Here is the direct link, takes about a minute: [Review Link]

Even one or two lines about what worked for you would mean a lot. Thank you!

If they say yes: Amazing, thank you so much. Anything you write is genuinely appreciated.

If they are busy: Totally understand. I will drop the link here so it is handy whenever you have a minute: [Review Link]

Subject: Quick favor, [First Name]?

Hi [First Name], thanks again for [specific thing that went well, e.g. trusting us with your move last week]. I am really glad it went smoothly.

If you have a minute, would you leave us a quick review? It helps other [type of customer, e.g. small business owners] decide with confidence, and it means a lot to our small team.

Here is where to leave it: [Review Link]

No pressure at all, and thank you either way.

Best,

[Your Name], [Company]

Subject: Know anyone who could use [Company]?

Hi [First Name], since [specific result they got] worked out so well, I wanted to ask: do you know anyone else who might need [what you do]?

If you point them our way, we will give you [incentive, e.g. $25 off your next month / a free month / a gift card; referrals only, never for reviews] as a thank you, and we will take good care of them.

Easiest way: forward them this link, or just reply with their name and I will reach out gently: [Referral Link]

Thanks for thinking of us, no worries at all if no one comes to mind.

[Your Name], [Company]

Referral: Hey [First Name]! Really happy [thing] worked out. Quick one: know anyone who might need [what you do]? We would send a little thank-you your way if you connect us: [Referral Link]

Review: Hey [First Name], would you mind leaving a quick review? Here is the link, takes a minute: [Review Link]

Soft follow-up after a few days: No rush at all on this, just popping the link back up in case it is handy: [Review Link or Referral Link]

For a review: Just saw your review, [First Name], thank you so much. It genuinely made our day and helps more than you know.

For a referral, to the referrer: [Referred Name] just reached out, thank you for connecting us! If sending a gift: Your [incentive] is on its way. If applying a credit: Your [incentive] is now applied to your account.

For a referral, first message to the new person: Hi [Referred Name], [First Name] suggested we connect. They thought we might be able to help with [what you do]. Happy to answer anything, no pressure at all.

Optional later note: Thanks again for the referral, [First Name]. [Referred Name] is all set up and doing great.