Cold email template Relationships
A referral request email that is easy to say yes to
Use it with a customer or contact who is happy with your work and knows someone you would like to meet.
The three emails
Written to Mike Delgado, Plant Manager at Lakeside Packaging in Toledo, OH. Every name and company here is made up. Text in [brackets] is what you change for each person.
Subject: a quick favor, if you are up for it
Hi Mike,
[Glad the switch to Tuesday pickups has smoothed out your Toledo dock.]
I noticed you are connected with Erin Walsh at Keystone Plastics in Akron. Their plant ships on many of the same lanes, and I think we could help them the same way.
Would you be comfortable introducing us? I drafted a two-line note below you can forward or change. No pressure if not.
[Two-line intro draft]
Jordan
Subject: Re: a quick favor, if you are up for it
Hi Mike,
Totally fine if you would rather not make the intro. Even a sense of whether Erin is the right person would help a lot.
Jordan
Subject: Re: a quick favor, if you are up for it
Hi Mike,
I will drop this. Thanks for being a great customer either way, and see you at the quarterly review.
Jordan
Why it works
- It names one specific person, so he does not have to think of someone.
- It explains why the intro is good for the other person, which makes it safe for him to send.
- The drafted intro takes the work off his plate.
- It says "no pressure" and means it, which protects the relationship.
The personal line to swap
The relationship line. Open with something real about your work together: a recent win, a problem you solved or a kind word they shared.
Specific, true, checkable
- Thanks again for the note about the driver who helped with the late load in March.
- Six months in, your team has not had a missed pickup. That is a credit to your dock crew too.
Could be sent to anyone
- I hope you're enjoying our services! I'd love it if you could refer anyone you know.
How Reach Crew's Writer personalises it
Reach Crew reaches new people from public sources and leaves out people you already talk to, so referral asks to customers are yours to write. Use Reach Crew for the person they point you to: Scout can find them and Checker checks their work email.
Opening from their public work. Source shown beside the draft.
Hi Mike,
Glad the switch to Tuesday pickups has smoothed out your Toledo dock.
I noticed you are connected with Erin Walsh at Keystone Plastics in Akron. Their plant ships on many of the same lanes, and I think we could help them the same way.
Would you be comfortable introducing us? I drafted a two-line note below you can forward or change. No pressure if not.
Two-line intro draft
Jordan