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Customer Referral Request Document Template

A polite request asking satisfied customers for referrals or testimonials.

Customer Referral Request

We are always striving to serve our customers better. If you’ve enjoyed working with us, we kindly ask you to refer your friends, family, or colleagues who may benefit from our services.

Dear {name},

We hope this message finds you well and that you’ve had a positive experience with our services. Your satisfaction is our top priority, and we greatly value your trust in us.

We’re reaching out to kindly ask for your help. Customer referrals have always played a vital role in helping our business grow. If you’re happy with what we’ve provided, would you consider referring us to someone you know?

Ways you can help:

{#referralMethods}

  • {method}

{/referralMethods}

Your referrals can help others benefit from the same quality and support you received, and we would be truly grateful.

{#incentiveSection}

As a token of our gratitude, we’re offering:

{incentiveDetails}

{/incentiveSection}

If you know someone who may be interested, simply share our contact info or have them mention your name when reaching out. If you'd prefer, we're also happy to reach out directly with your permission.

Want to provide a testimonial instead?

{#wantsToGiveTestimonial}

We’d love to hear what you think!

Feel free to send a short testimonial about your experience. You can email it to us at {contactEmail} or submit it via our website.

{/wantsToGiveTestimonial}

Thank you again for your support and trust in {companyName}. It means the world to us.

Sincerely,
{senderName}
{senderTitle}
{senderEmail}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Customer Referral Request Using Forms

collect customer referrals via embedded web form and auto-generate referral request document
generate testimonial request letter from form responses on landing page
send personalized referral request PDF after form completion by satisfied clients
collect feedback and generate custom referral invitations using online form
use web form to trigger document creation for customer referral requests

Generate Customer Referral Request Using APIs

automatically generate referral request document via API after customer satisfaction survey
trigger customer testimonial request document from CRM system using API
generate personalized referral letters from customer data using REST API
auto-create referral request document when customer reaches loyalty threshold via API
use API to generate and send referral documents after support ticket is resolved

Integrations / Automations

generate referral request document in Google Drive using Zapier after Google Form submission
send automated referral request via email using Make after a 5-star review in Trustpilot
create and send customer referral document from Typeform responses using Zapier workflow
automatically populate and send testimonial invitation from Airtable data via Zapier
trigger referral request generation in Dropbox when new record added in HubSpot

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