Start a referral relationship with a CPA, lender, realtor, or contractor
When you want referrals from the people your clients already trust.
referral partners · centers of influence · networking · email · producer · agency owner
Lead with what you send them, not what you want. Section 2 is the offer.
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 a producer at an independent agency approaching a professional who could refer clients. Write the first message and the plan behind it.
Partner: [NAME] · [CPA / MORTGAGE LENDER / REALTOR / CONTRACTOR / ATTORNEY / OTHER] · [FIRM] · [CITY]
How I know of them: [MUTUAL CLIENT / MET AT / REFERRED BY / COLD]
What their clients need that we handle: [SPECIFIC LINES OR SITUATIONS]
What I can send their way, honestly: [CLIENT TYPES, VOLUME, OR "NOTHING YET"]
Channel: [EMAIL / LINKEDIN NOTE / CALL / IN PERSON]
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 first message, under 100 words. It names one specific way we make their clients' lives easier and asks for twenty minutes
2. The offer: three things I can do for their clients or for them that cost me time, not money
3. The ask I make in the meeting, in one sentence, and the ask I do not make yet
4. The follow-up rhythm for the next 90 days: what I send, when, and why it is useful to them
5. WHAT I SHOULD CONFIRM FIRST. Anything you inferred about them or their clients
Rules:
- Anything you inferred rather than were told goes in "WHAT I SHOULD CONFIRM FIRST" instead, never in both places
- Never offer payment, gifts, or fee splits for referrals. If I typed one, flag it in section 0 and leave it out
- No claims about their clients' coverage or needs that I have not seen
- Hard limit: 380 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 Start a referral relationship with a CPA, lender, realtor, or contractor prompt do?
When you want referrals from the people your clients already trust.
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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