Free, customisable referral request email designed specifically for Australian real estate 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 - Real Estate ## 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 real estate 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 real estate businesses in Australia. Adjust terminology and compliance references to match your specific context.
Follow these steps to get the most out of this template.
Customise the placeholder fields (marked in [brackets]) with your real estate specific business details
Test the referral request email with a small group or internal team before full rollout
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
Train your real estate team on when and how to use this template in their daily workflow
Make this template your own with these recommendations.
Add your company logo, colours, and branding elements where indicated
Connect dynamic fields to your CRM or automation platform for auto-population
Replace all placeholder text in [brackets] with your real estate actual business information
Create multiple versions for different customer segments or use cases
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