Members onlySales Templates

Referral Partner Outreach Template

Proposes a mutual referral relationship with a business that serves the same customers you do.

Best for

Service providers whose customers also need adjacent, non-competing services.

Use this when

When you can name three businesses whose customers are your customers, and who don't do what you do.

Preview

The email

Hi [First Name],

I run [Business Name] — we do [Offer] for [Target Customer] in [Location].

We keep meeting customers who also need [their service], and right now I don't have anyone good to point them to. Based on [specific reason you rate them], that might be you.

I'm not asking for anything yet. I'd just like to know enough about how you work to refer people confidently.

Would you be open to a 20-minute call? I'd want to understand:
- Who's an ideal customer for you
- What makes a bad fit
- How you'd like referrals sent over

If it turns out to work both ways, even better.

[Your Name]
[Business Name] | [Website]

The rest of this resource is for members

Members get the complete Referral Partner Outreach Template, one-click copy, saved favorites, and every other resource in the library for $149 per month.

One-click copy unlocks with membership

Referral fees are restricted or must be disclosed in some professions and industries. Never pass a customer's contact details to a third party without their permission, and check the rules that apply to your field before agreeing to paid referrals.

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