Referral Ask Script and Tracking Sheet
Ask on purpose, track every referral, and say thank you. Print it (Ctrl/Cmd + P) or copy it for your team. From SB Help Group.
1. Pick your ask moment
- Wrote down the moment the customer feels the result (job done, first win, first-month check-in)
- Every job that hits that moment gets an assigned “referral ask” task with a date
2. Scripts (pick one, make it yours)
In person / phoneScriptReally glad [result] turned out the way you wanted. We grow mostly through people like you. Is there anyone who's been putting off something like this? No pressure, I just figured I'd ask.
Text (after the job)ScriptHi [Name], [Your name] with [Company]. Thanks again for having us out. If you know anyone who could use [service], here's an easy link to pass along: [link]. No pressure at all.
Check-inScriptYou mentioned you've been happy with [service]. Mind if I ask, is there anyone you'd feel good sending our way?
3. Make it easy to share
- A forwardable text with your name, what you do and a booking link or phone number
- The referred person contacts you, or your customer introduces you with their permission
- Never cold call or text a referred name who hasn't agreed to hear from you
4. Tracking fields (every new lead)
| Lead name | Source | Referred by | Date in | Outcome (booked / quoted / won / lost / open) | Thanked? |
|---|---|---|---|---|---|
5. Close the loop
- Told the referrer what happened
- Sent a thank-you (note, call or text)
- Checked your industry's rules before offering any referral reward
6. Weekly 10-minute check
- Referral asks sent this week:
- Referrals received (and from whom):
- Booked from referrals:
- Thank-yous still owed:
Want to see how this fits your business? Book a walkthrough, or read Ask for Referrals on Purpose: A Simple System for the Customers Who Already Like You.
— Dan Hanna, founder, SB Help Group