Win More Client Referrals with a Thoughtful Followup Sequence
Beginner
15 min
English
Generate customized followup emails to past clients. Remind them of your services and ask for referrals without being pushy.
Steps
- Export your past client list (last 12 months) with their names and project types.
- Open an AI chat and use the prompt to generate a personalized thank-you sequence.
- Customize each email with client name, project recap, and impact.
- Include a soft ask for referrals: "If you know someone who could use my services, I'd love an intro."
- Schedule emails 2–4 weeks after project completion.
- Expect 10–20% of clients to send referrals within 60 days.
Prompts to Use
Write a thank-you email to a past client. Client name: {client_name}. Project type: {project_type}. Key outcome: {outcome}. Services you offer: {services}. Goal: Thank them, remind them of the value you delivered, and ask for referrals without being pushy. Keep under 150 words. Tone: {tone}.
Tools Used
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