Referral Ask Kit
A structured referral ask that gets happy customers to send you 1 to 3 new leads. Without feeling salesy.
Everything in the Kit
- The 3-Moment Referral Ask framework
- Verbal ask script (memorize-ready)
- SMS + email referral request templates
- Referral reward menu (paid vs. non-paid)
- Referral tracking sheet
- Reciprocal thank-you template
The Problem
Every happy customer would refer you if you asked. Most owners never ask. The ones who ask sometimes get zero because they ask at the wrong moment or with the wrong words.
You are not getting referrals because you are worse. You never asked at the moment they would have said yes.
The 3-Moment Referral Ask
3 steps. Run them in order. Every time.
- Step 1: MOMENT -- Identify the peak-happiness moment in your customer journey.
- Step 2: ASK -- Level 2. Employee gathers info, you decide.
- Step 3: REWARD -- Choose an incentive that fits your margin and your customer type.
Who This Is For
Any service business with happy customers who never built a system to ask for referrals.
Ready for us to install this for you?
You have the The 3-Moment Referral Ask and every template. If you would rather have us install this system inside your CRM, wire the tracking, and hand you a running machine, we do that inside every build we run.
Book The Teardown →Zero pitch. You leave with a written plan whether we work together or not.
