Preview site. Not yet public.
AI Use Cases for Small Businessby Brendan Byrne
Sales · Use case 21 of 40

Write a referral request email

A practical way to use AI for this job in a small business, with a prompt you can copy.

The job
Write a referral request email
Tool(s)
ChatGPT or Claude
Time saved
10 minutes per email (estimate). My rough estimate, not a measured result.

The prompt

Write a short email to a happy customer, [name], who I helped with [job]. Thank them and ask if they know anyone else who might need [service]. Make it easy to say no. Under 90 words.

Replace everything in [square brackets] with your own details. Don't paste in anything you wouldn't want stored by the AI provider.

Steps

  1. Pick customers who've said something nice recently.
  2. Run the prompt.
  3. Personalise it.
  4. Send it.

My verdict

Simple and effective. Never offer a reward for reviews; referrals are different, but check the rules in your industry.

More sales use cases

Next: Clean up and segment a customer list · All sales · Want a bot to do this automatically? See bot setup guides.