Free referral request email template (PDF and Word).
Ask a happy web design client for an introduction once the site is live and the final invoice is paid. Name the kind of owner you want, give them a note to forward and make a no easy.
Free, no email needed. 4 pages, in English. Updated .
What is inside the template
8 sections, in the order you use them, each with short guidance you delete before sending.
Before you send: four rules
Ask after the win, name who you want, make one ask and skip the reward, with the FTC’s CAN-SPAM guide and Endorsement Guides as sources.
The request email
A short email sent once the final invoice is paid that names the kind of owner you want, includes a note to forward and says a no is fine.
The handover-call line
One sentence to say out loud, plus a short text version.
The note they can forward
Written in the client’s voice so they make the introduction themselves and you never email a stranger cold.
The reply when they can’t think of anyone
A short, warm reply that leaves your note with them.
The thank-you
Sent the same day, whether or not it turns into work.
One follow-up, then let it go
A short nudge about a week later, then stop.
Checklist before you send
Seven checks, from a paid final invoice to sending one follow-up only, and a note on remembering to ask.
Plus a filled-in example
A fictional studio asks the client of a Harbor Dental site that launched five weeks ago, with a made-up note to forward. Use it to see what “named” looks like; your words will differ.
How to use it
- Download the PDF to read it, or the Word file to edit it. The Word file also opens in Google Docs and Pages.
- Fill in the brackets, name the kind of owner you want to meet and delete the guidance in italics.
- Send the request once the final invoice is paid, with no discount or gift attached.
- Send the thank-you the same day, one follow-up about a week later if there is no reply, then let it go.
In Workspace369, every request records whether it came from a form, funnel or page, and forms can capture UTM parameters in hidden fields, on every plan, and tagging each client with a lead source starts on Voyager. You still write the email yourself. See what Workspace369 tracks. Our #1 pick is Workspace369.
Questions about the template
Is the referral request email template free?
Yes. Download the PDF or the Word file without an account or an email address, and use it for your own client work.
When should I ask a client for a referral?
After the win: the site is live, the final invoice is paid and the client has said thanks. The template says it wouldn’t ask while a balance is open.
Can I offer a reward for a referral?
The template says to skip the reward and say thanks after. The FTC’s CAN-SPAM guide says a seller that offers money or discounts for forwarding a message may be responsible for compliance, so check your local rules first.
Is this template legal advice?
No. It is general information. Check the rules where you work, especially around referral rewards, forwarded commercial email and disclosing connections.