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Copilot prompt for asking a client for a referral

Ask a happy client, partner or contact for a referral or an introduction, with a forwardable note that does the work for them. Free, no signup needed.

  1. Answer the starred questions
  2. Copy the prompt
  3. Paste it into Copilot
About you (optional)

Three quick answers make the result much better.

Name, role or company. Optional unless you picked a specific person.

Format it for

Fill in the starred questions and your prompt appears here.

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Paste it into Copilot.

Tip: Sign in free to save your prompts and downloads in My Tools, so they're there next time. No signup needed to use the prompts.

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How to use it in Copilot

Open Copilot (in Microsoft 365, Outlook or Teams), paste the prompt, then paste anything the prompt asks for right below it.

The prompt uses short, plain sections with capital-letter titles, which keeps it clear in Copilot's chat box.

With Microsoft 365 Copilot, choose "Let my AI look them up" and the prompt asks it to search your Outlook email, calendar and Teams chats.

Example: the finished prompt

For a sample company, Northside Supply. Yours uses your answers and your company profile.

Show the example prompt
ABOUT ME AND MY COMPANY:
My name: Sam Rivera
My role: Sales manager
My company: Northside Supply
What we do: Commercial shelving and racking, installed in 2–3 weeks
Who we sell to: Warehouses and distribution centers

TASK:
Write a message asking Dana Lopez at Harbor Foods, who is a happy customer, for an introduction to Marcus Lee, head of purchasing at Pinecrest.

DETAILS:
Why now: Just finished a great rollout together.
The result we got for them: Install done in 12 days, no downtime
Something I can offer back: Happy to intro them to our logistics partner

RULES:
- Tone: friendly and warm, but professional.
- Write like a real person in sales, not a marketer or a robot.
- No filler openers such as "I hope this email finds you well" or "I wanted to reach out".
- No buzzwords: avoid "leverage", "synergy", "circle back", "touch base", "unlock", "streamline", "game-changer".
- Short sentences. Plain words. Get to the point in the first line.
- My notes may be rough or have typos. Fix spelling and grammar, but keep my meaning.
- Use only facts I give you, in this prompt or in anything I paste or point you to. If something important is missing, put a [placeholder] in brackets instead of making it up.
- Thank them for something specific first, in one line.
- Make the ask clear and small. Say exactly who or what you're hoping for.
- Make it easy to say no. No pressure, no guilt.
- Include a short note they can forward as is, under 60 words.
- Under 120 words before the forwardable note.
- Write the subject line in normal sentence case: a capital first letter and capitalized names and places.

OUTPUT:
- A subject line under 6 words.
- The message.
- The forwardable note, clearly marked.

Why this prompt works

People are happy to refer you but rarely get around to it. This prompt makes the ask specific and small, and writes the intro for them.

  • It opens with real thanks for something specific, not flattery.
  • It names exactly who or what you're hoping for, which makes yes easy.
  • It includes a note they can forward without rewriting.

Questions

When is a good time to ask?
Right after a win: a good result, a smooth rollout or a thank-you from them.
Can I ask for a review instead?
Yes. Pick "A review or testimonial" and it asks for that, with a link [placeholder].
What if they don't know anyone?
The message makes it easy to say no, so it doesn't hurt the relationship.
Does it work with Microsoft 365 Copilot at work?
Yes. The Copilot version is written to use what Copilot can see at work, like your Outlook email and Teams meetings, when your company has turned that on.