Referral Request Email for Financial Services

# Referral Request Email - Financial Services

## Purpose
Send 30 days after a successful project completion or positive feedback to capitalise on client goodwill.

## When to Use
A well-timed referral request email that makes it easy for satisfied clients to recommend your business to their network.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (HubSpot or Mailchimp)

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Subject: Know someone who could benefit from what we do?

Hi [Client Name],

It has been great working with you on [Project/Service Name], and I am pleased to hear that things are going well. Thank you for your trust in [Company Name].

The best compliment we can receive is a referral from a satisfied client. If you know a business owner or colleague who is facing similar challenges to those we helped you with, we would love an introduction.

We are a great fit for businesses that:
- [Ideal Client Characteristic 1, e.g. "Are growing quickly and struggling to keep up with manual processes"]
- [Ideal Client Characteristic 2, e.g. "Want to improve their client communication and retention"]
- [Ideal Client Characteristic 3, e.g. "Are looking to save time on repetitive admin tasks"]

If someone comes to mind, you can simply forward this email with a quick introduction, or send me their details and I will reach out directly with a mention of your name.

As a thank you, we offer [Referral Incentive, e.g. "a $200 credit on your next invoice" or "a complimentary strategy session"] for every successful referral.

No pressure at all. We just wanted you to know the door is open.

Warm regards,

[Your Name]
[Your Title]
[Company Name]
[Phone Number]

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**Complexity:** simple | **Setup time:** 5 minutes | **Tools:** HubSpot, Mailchimp, ActiveCampaign

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.