Referral ask scripts for 5 situations
A free referrals & past clients prompt for real estate agents. Copy it, or fill in the blanks first, then paste it into ChatGPT or Claude.
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Your prompt
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Write 5 ways to ask for a referral, one for each situation:
1. Right after closing, while the client is happy
2. 30 days after closing
3. A sphere check-in (someone in my network who hasn't bought or sold with me)
4. After someone has already referred me once (thank them and keep the door open)
5. A soft ask that plants the seed without asking directly
Each under 50 words, conversational, never desperate. Give a text version and a spoken version for each. Sign texts as [YOUR NAME].
Don't promise cash, gift cards or other rewards for referrals; state license law and RESPA can restrict that. Remind me to check with my broker before sending any thank-you gift for a referral.AI output is a draft. Read every word before a client does.
When to use it
When you know you should ask for referrals but every version you try sounds pushy.
Tip for a better answer
Make the ask specific: "Who do you know who's been talking about selling?" gets more names than "Know anyone looking to buy or sell?"
How to push the first draft further
- Reply “shorter” or “half the length”. First drafts run long.
- Ask for “three versions with different tones” and keep the best lines from each.
- Paste something you wrote that sounds like you and say “match this voice”.
Templates for your next appointment
Editable seller and buyer guides with matching presentations, from our Etsy shop.
