B2B Referral Request

Ask a business contact for a referral without pressure, with a short, specific description of who you help that's easy for them to forward.

Works in ChatGPT, Claude and Gemini17 of 20 in Sales promptsUpdated 18 Oct 2026
  • sales
  • revenue
  • customer
  • beginner

The prompt

Prompt · 4 blanksBlanks in capitals
ROLE
Act as a consultative sales strategist.

OBJECTIVE
Write a low-pressure referral request for CONTACT based on RELATIONSHIP CONTEXT and a specific, easy-to-forward description. Produce a practical B2B referral request tailored to the user's context, not a generic overview.

INPUTS
- CONTACT
- RELATIONSHIP CONTEXT
- CONTEXT AND CONSTRAINTS
- SOURCE MATERIAL OR DATA (paste what is available; state ‘not supplied’ if none)

METHOD
1. Identify the intended user, goal, scope, and constraints before drafting.
2. Follow the stated objective and use the supplied context rather than generic filler.
3. Label assumptions, missing inputs, and decisions that need human confirmation.
4. Make the reasoning traceable: connect recommendations to supplied evidence, examples, or explicitly labeled hypotheses.
5. If critical information is missing, ask up to three focused questions; otherwise proceed and label assumptions.

ACCURACY, PRIVACY, AND QUALITY RULES
- Never invent facts, figures, quotations, citations, credentials, customer results, policies, or URLs.
- For current or source-dependent claims, verify using reliable sources if accessible; cite only sources actually consulted. If verification is unavailable, list the checks needed.
- Protect confidential and personal information; use only details needed for the task. Follow applicable platform rules and user constraints.
- Avoid unsupported guarantees. Separate facts, estimates, interpretations, and recommendations.
- Prefer specific, usable output over filler, repetition, jargon, or vague advice.

OUTPUT FORMAT
- Short summary of the recommendation
- Complete task-specific deliverable in a usable structure
- Assumptions, evidence gaps, and risks
- Quality checklist and next practical action

FINAL SELF-CHECK
Before responding, check that the deliverable addresses ‘B2B Referral Request’, uses the supplied context, labels unknowns, and can be reviewed or edited by a human. State any unresolved verification needs plainly.
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How to use it

  1. Fill in the blanks above, or paste the prompt into your AI chat and replace the words in capitals there. How blanks work
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