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A thoughtful and professional email template for requesting customer references, making it easy and valuable for customers to participate while respecting their time.
People are more likely to help when they feel valued and when the request is easy to fulfill. This framework emphasizes their success while making participation simple.
Source: Customer Psychology and Relationship Marketing Research
Acknowledge their achievements
Show why they were chosen
Make a clear, specific request
Hi [Name], [Success] I've been really impressed by how your team has [specific achievement] using [Product/Solution]. Your success in [improving/achieving] [specific metric] is exactly the kind of innovation we love to see. [Honor] Your expertise in [industry/area] and your innovative approach to [specific challenge] makes your perspective particularly valuable. We're often asked by others in [industry] about real-world applications of [Product/Solution]. [Ask] Would you be open to briefly sharing your experience with a potential customer? They're specifically interested in [aspect] and your insights would be incredibly helpful. [Reciprocate] To make this worth your time: • We'll feature your success story in our [platform/publication] • Priority access to our upcoming [feature/benefit] • Exclusive invitation to our [event/program] [Ease] This would involve just one of these options: 1. 15-minute phone call 2. Quick email response 3. Brief quote for our case study You choose the format that works best for you. I understand if timing isn't right, and there's no pressure either way. Best regards, [Your name] P.S. If you're interested in the case study option, we'll do all the heavy lifting - just a 20-minute interview and we'll handle the rest.
Focus on technical expertise
Focus on strategic impact
Focus on quick wins
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