Ask for a referral without it being weird
Right after a claim goes well or a renewal holds.
referral · growth · client communication · script · producer
Rebating rules vary by state. That is why this prompt will not write you an incentive.
How to use this prompt
- Pick your AI model. Choose the tab for Claude, ChatGPT, Gemini or Copilot. Each variant is tuned for that model.
- Copy the full prompt. Click Copy Full Prompt to copy the text to your clipboard.
- Paste into your AI tool. Open your chosen model and paste the prompt into a new chat.
- Replace the [placeholders]. Swap any bracketed fields for your company name, audience, product or tone.
- Run and refine. Review the output. If anything is off, ask the AI to tighten tone, length or format.
Prompt Variants by Model
Act as an agent asking a happy client for a referral. Write the ask, and tell me when to make it.
Client: [NAME] · [WHAT WE DO FOR THEM] · with us since [YEAR]
What just happened: [CLAIM PAID / RENEWAL HELD / PROBLEM SOLVED / NOTHING SPECIFIC]
How we talk: [FORMAL / CASUAL / TEXT / IN PERSON]
Who I want to meet: [A SPECIFIC KIND OF PERSON OR BUSINESS, OR "ANYONE"]
Produce, in order:
0. ASSUMPTIONS. Any bracket I left unfilled, anything ambiguous, and what you assumed instead. Write "none" if there were none
1. The moment to ask, tied to what just happened
2. The ask itself. Two sentences
3. How to make it specific, since "anyone you know" gets nobody
4. What I say when they say yes
5. What I say when they say no, so the relationship survives it
6. What I send them afterwards either way
7. WHAT TO CHECK IN YOUR STATE BEFORE OFFERING ANYTHING. Every inferred or unsourced claim, listed plainly, so it does not end up in what you send
Rules:
- Anything you inferred rather than were told goes in "WHAT TO CHECK IN YOUR STATE BEFORE OFFERING ANYTHING" instead, never in both places
- Never offer a gift, discount or incentive. Most states regulate that and it changes the ask
- "Anyone you know" is banned. The ask names a kind of person
- If nothing good just happened, the output says wait and names the trigger to wait for
- Hard limit: 350 words for the whole response. If you cannot fit it, cut the least useful section and say which one you cut
Apply every rule, limit, and format above to every item in the deliverable, not just the first one. Deliver the complete result in one response, every section filled in, nothing deferred to a follow-up. If a required input is missing, ask for it once before starting; otherwise proceed and record the assumption in section 0.Notes: R42 build; insurance set. Tuned to vendor prompting guidance.
Frequently Asked Questions
What does the Ask for a referral without it being weird prompt do?
Right after a claim goes well or a renewal holds.
Which AI models is this prompt written for?
Claude, ChatGPT, Gemini and Copilot. Each one gets its own version up top, written the way that vendor says to prompt its own model. Pick the tab that matches yours.
Do I need a paid AI account to use this prompt?
No. This prompt is written to run on the free tier of Claude, ChatGPT, Gemini and Copilot. Paid tiers simply give you longer context windows and faster responses.
Can I customize this prompt for my business?
Yes. Any text inside square brackets is a placeholder you replace with your own business details, such as company name, audience, product or tone. You can also ask the AI to adjust format, length or style after the first output.
When was this prompt last checked?
The date is on each version up top. We check every prompt in full every month, and when a major new model lands we rewrite the prompt for it. One glance tells you how current it is before you paste.
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