Referral & Review Request Templates

Messages for asking happy customers for reviews and introductions. Use the variants as-is, edit the placeholders, or download the editable Word doc.

Format

Editable Word .docx

Length

6 variants · copy-paste

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Sales & Leads

Review request after success

Message

Hi customer name, quick question. You recently worked with us on specific detail, and I want to make sure the result matched what you needed.

Would you be willing to share one sentence about the experience, leave a short review, or introduce us to someone who has a similar problem?

If yes, the easiest next step is next step. Thank you either way. Your feedback helps us improve the service for the next customer.

Follow-up rule

If the customer does not reply, do not chase more than once. A referral ask should feel like a small favor, not a debt.

Internal note

Use this only when review request after success follows a real customer win. Do not ask before value has been delivered.

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6 ready-to-use variants

1. Review request after success 2. Referral request 3. Case study ask 4. LinkedIn recommendation ask 5. Partner introduction ask 6. Thank-you follow-up

1

Review request after success

When to use: Use this when the customer situation is review request after success and the reply needs to be specific, calm, and useful.

Message

Hi customer name, quick question. You recently worked with us on specific detail, and I want to make sure the result matched what you needed.

Would you be willing to share one sentence about the experience, leave a short review, or introduce us to someone who has a similar problem?

If yes, the easiest next step is next step. Thank you either way. Your feedback helps us improve the service for the next customer.

Follow-up rule

If the customer does not reply, do not chase more than once. A referral ask should feel like a small favor, not a debt.

Internal note

Use this only when review request after success follows a real customer win. Do not ask before value has been delivered.

2

Referral request

When to use: Use this when the customer situation is referral request and the reply needs to be specific, calm, and useful.

Message

Hi customer name, quick question. You recently worked with us on specific detail, and I want to make sure the result matched what you needed.

Would you be willing to share one sentence about the experience, leave a short review, or introduce us to someone who has a similar problem?

If yes, the easiest next step is next step. Thank you either way. Your feedback helps us improve the service for the next customer.

Follow-up rule

If the customer does not reply, do not chase more than once. A referral ask should feel like a small favor, not a debt.

Internal note

Use this only when referral request follows a real customer win. Do not ask before value has been delivered.

3

Case study ask

When to use: Use this when the customer situation is case study ask and the reply needs to be specific, calm, and useful.

Message

Hi customer name, quick question. You recently worked with us on specific detail, and I want to make sure the result matched what you needed.

Would you be willing to share one sentence about the experience, leave a short review, or introduce us to someone who has a similar problem?

If yes, the easiest next step is next step. Thank you either way. Your feedback helps us improve the service for the next customer.

Follow-up rule

If the customer does not reply, do not chase more than once. A referral ask should feel like a small favor, not a debt.

Internal note

Use this only when case study ask follows a real customer win. Do not ask before value has been delivered.

4

LinkedIn recommendation ask

When to use: Use this when the customer situation is linkedin recommendation ask and the reply needs to be specific, calm, and useful.

Message

Hi customer name, quick question. You recently worked with us on specific detail, and I want to make sure the result matched what you needed.

Would you be willing to share one sentence about the experience, leave a short review, or introduce us to someone who has a similar problem?

If yes, the easiest next step is next step. Thank you either way. Your feedback helps us improve the service for the next customer.

Follow-up rule

If the customer does not reply, do not chase more than once. A referral ask should feel like a small favor, not a debt.

Internal note

Use this only when linkedin recommendation ask follows a real customer win. Do not ask before value has been delivered.

5

Partner introduction ask

When to use: Use this when the customer situation is partner introduction ask and the reply needs to be specific, calm, and useful.

Message

Hi customer name, quick question. You recently worked with us on specific detail, and I want to make sure the result matched what you needed.

Would you be willing to share one sentence about the experience, leave a short review, or introduce us to someone who has a similar problem?

If yes, the easiest next step is next step. Thank you either way. Your feedback helps us improve the service for the next customer.

Follow-up rule

If the customer does not reply, do not chase more than once. A referral ask should feel like a small favor, not a debt.

Internal note

Use this only when partner introduction ask follows a real customer win. Do not ask before value has been delivered.

6

Thank-you follow-up

When to use: Use this when the customer situation is thank-you follow-up and the reply needs to be specific, calm, and useful.

Message

Hi customer name, quick question. You recently worked with us on specific detail, and I want to make sure the result matched what you needed.

Would you be willing to share one sentence about the experience, leave a short review, or introduce us to someone who has a similar problem?

If yes, the easiest next step is next step. Thank you either way. Your feedback helps us improve the service for the next customer.

Follow-up rule

If the customer does not reply, do not chase more than once. A referral ask should feel like a small favor, not a debt.

Internal note

Use this only when thank-you follow-up follows a real customer win. Do not ask before value has been delivered.

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How to use this template

1
Pick the closest variant. Choose based on the situation, not only the channel.
2
Replace every placeholder. If you cannot fill a field, ask one clarifying question first.
3
Save the final version into sem.chat, your CRM, or your help desk so the team stays consistent.
4
Review results weekly. Drop variants that create confusion and improve the ones that work.

Frequently asked questions

Can I use these templates commercially?

Yes. Copy, edit, and use them in your business, client work, CRM, help desk, or sem.chat workspace.

Why are there six variants?

One generic template rarely fits every situation. Six variants give your team practical choices without a messy library.

Should I paste these into sem.chat?

Yes. Save the best variants as canned replies, knowledge base entries, routing rules, or CRM notes so your AI agent and team stay consistent.

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