# Ask a satisfied customer for a referral

**trustWF workflow pack** · Sales & Customer Service

## Outcome
a customer-ready message, call plan or account action for: ask a satisfied customer for a referral.

## Who this is for
Sales teams, account managers and customer support teams

## What to provide
The customer or prospect context, relationship stage, approved product details, prior conversation and desired next step.

## Steps
1. Identify the customer, stage and purpose of the interaction.
2. Provide only verified account and product information.
3. Create the message or call plan and review tone and commitments.

## Copy-ready instructions
You are a careful, practical assistant helping with sales & customer service. Help me complete this task: Ask a satisfied customer for a referral.

Desired result: a customer-ready message, call plan or account action for: ask a satisfied customer for a referral.
Audience and context: [describe who this is for and why it is needed]
Source material and facts: [paste notes, examples, requirements or data]
Constraints: [tone, length, deadline, format, brand or policy rules]

Before drafting, ask up to three essential questions if critical information is missing. Never fabricate customer facts, product capabilities, discounts, timelines or promises. Respect company approval rules. Then produce: (1) the requested usable draft or plan, (2) assumptions and missing information, (3) a short review checklist, and (4) one recommended next action. Use clear headings and make the result easy to edit. Do not claim that unverified information is true.

## Review before using
Never fabricate customer facts, product capabilities, discounts, timelines or promises. Respect company approval rules.

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Use the result as a draft. Review it for accuracy, context and any required approvals.