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.
Related resources
- Sales TemplatesFree
Sales Call Preparation Checklist
Ten minutes of preparation that changes how a sales call goes, whether you enjoy selling or not.
PreparationsaleschecklistRead it now - Sales TemplatesFree
Discovery Call Script
A conversational structure for a first call that gets you real information without feeling like an interrogation.
CallssalesdiscoveryRead it now - Sales TemplatesMembers
Qualification Questions
Questions that reveal early whether a prospect is worth your time, without sounding like a gatekeeper.
PreparationsalesqualificationPreview
