Referrals form and email template

Get more referrals with our Refer A Friend form and Email Blast template

Our research shows most accountants, bookkeepers and financial planners generate new business from word-of-mouth (referrals, networking, partnerships, friends etc). We also know most advisors don't proactively ask for these referrals.

When other people are willing to recommend you, it proves you're doing something right. But how many referrals are you missing out on because you're not asking for them?

Our CEO Matt Wilkinson says "I've learned in business to ask plainly for the things you want." So why not ask a few friendly clients if they know anyone else who could use your services?

You can make it even easier for them to refer by adding our Refer A Friend form to your website or hub. We also have an Email Blast template to request these as well. 

Refer A Friend form

This form is designed to make it easier for people to give you the details of the person who needs your help. It also asks for their details so you know who to thank. You can check out the form here.

your details

Do you have a Referral System or Niche?

If you have an incentive scheme in place or you prefer to work with clients in a certain industry, it is a good idea to detail this on the Refer A Friend page so people know.

Request this form

Please email with the subject line "Please add the Refer A Friend form and Email Template" to request this to be added to your site.

Email Template (edit this to suit you)

Subject line: We would love more clients like you

Do you know anyone that needs our help?

Hi [subscriber:firstname | default:there]

Our firm relies on referrals from valued clients like you to continue to grow. Would you consider referring us to someone you know who could use our services?

Optional - describe the exact type of lead you’re looking for. Example:

A good referral for us is an owner-operator of a trades business like a builder, plumber or electrician.

Can you think of anyone you know who might be a good referral for us?

Please use this form to pass on their details and we’ll get in touch.

Thank you,

{Your name, saluatation and contact details}

More tips

We know a good website "seals the deal" with referrals as most people will Google you before they reach out. What impression does your website give them?

Referral program

If you have a referrals program, we would love to hear about it. Feel free to start a discussion in our private Client Facebook Group.

Please get in touch with us if you have any questions.