Free, customisable referral request email designed specifically for Australian healthcare & allied health businesses. Copy, customise, and automate - built by Harvard-educated experts.
Setup Time
5 minutes
Complexity
simple
Tools
HubSpot, Mailchimp, ActiveCampaign
Copy this template and customise it for your business.
# Referral Request Email - Healthcare & Allied Health ## 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 healthcare & allied health business details 3. Customise the tone and formatting to match your brand 4. Save in your preferred tool (HubSpot or Mailchimp) --- 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] --- **Complexity:** simple | **Setup time:** 5 minutes | **Tools:** HubSpot, Mailchimp, ActiveCampaign Note: This template has been tailored for healthcare & allied health businesses in Australia. Adjust terminology and compliance references to match your specific context.
Follow these steps to get the most out of this template.
Train your healthcare & allied health team on when and how to use this template in their daily workflow
Review each section to ensure it matches your brand voice and requirements
Schedule a quarterly review to update the template based on feedback and changing requirements
Save the customised version as a reusable template in your document management system
Test the referral request email with a small group or internal team before full rollout
Make this template your own with these recommendations.
Replace all placeholder text in [brackets] with your healthcare & allied health actual business information
Create multiple versions for different customer segments or use cases
Add your company logo, colours, and branding elements where indicated
Add industry-specific terminology and compliance language relevant to your healthcare & allied health sector
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