Referral Request
Request referrals from satisfied clients after successfully completing their tax return or accounting engagement.
A Quick Favor, {{client_name}}?
Hi {{client_name}},
Now that we've wrapped up your {{completed_service}}, I wanted to reach out with a quick request.
If you were happy with our work together, I'd be grateful if you'd keep us in mind when friends, family, or colleagues mention they're looking for {{service_type}} help.
**Who We Help Best:**
{{ideal_client_description}}
**How to Refer:**
Simply have them mention your name when they reach out, or feel free to share my contact information directly:
- Email: {{firm_email}}
- Phone: {{phone_number}}
- Website: {{website}}
{{referral_incentive}}
Of course, there's no pressure at all. We simply find that our best new clients come from referrals from people like you who know our work firsthand.
Thank you again for trusting {{firm_name}} with your {{service_type}} needs.
Warm regards,
{{preparer_name}}
{{firm_name}}
{{phone_number}}Tip: Replace the variables in {{brackets}} with your specific information before sending.
Template Details
- Industry
- Accountants & Tax Preparers
- Email Type
- Referral Request
- Variables to Customize
- 10 fields
Customizable Fields
Pro Tips for This Template
Send 1-2 weeks after successful completion, not immediately - let the positive experience settle
Only send to clients who had a clearly positive experience
Be specific about your ideal client type so referrals are well-matched
If offering a referral bonus, check your state's rules on fee-splitting and client solicitation
A personal note about enjoying working with them makes the ask feel less transactional
When to Use This Template
This Referral Request template is designed for accountants & tax preparers professionals who need to request client referrals.
Simply replace the placeholder variables with your information and send. For even better results, use our AI email generator to customize the tone, length, and messaging to perfectly match your brand voice.
Frequently Asked Questions
How do I use this email template?
Copy the template above, replace the variables in {{brackets}} with your specific information, and paste it into your email client.
Is this template really free?
Yes! This template is completely free to copy and use.
Can I modify this template?
Absolutely. Feel free to adjust the tone, add or remove sections, and customize them to match your brand voice.
Related Accountants & Tax Preparers Templates
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Missing Document Follow-up (Friendly Reminder)
First gentle reminder to clients who haven't submitted all required documents for their tax return or accounting work.
Missing Document Follow-up (Urgent)
Second, more urgent reminder when clients are significantly past deadline and at risk of missing filing deadlines or incurring penalties.
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