AI Prompt for Follow-up Sequences
Ask an existing happy customer for a referral in a way that feels natural and makes it easy for them to deliver.
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Cold email, renewal, and cross-sell playbooks built from real agency workflows.
More prompts for Follow-up Sequences.
Follow-up strategy to expand a single-threaded deal by bringing in additional stakeholders without bypassing your primary contact.
Write a post-demo follow-up email that summarizes value, addresses objections, and advances the deal — not a bland 'great chatting' message.
Post-close check-in email from sales to a newly closed customer — keeps the relationship warm and sets up an upsell runway.
A differentiated follow-up email after meeting someone at a conference, trade show, or networking event — cuts through the 400 other post-event emails.
A follow-up after a pricing conversation that reinforces value, handles sticker shock, and keeps the deal alive without discounting reflexively.
Write an SMS follow-up sequence used tastefully after follow-up sequence with VP of Engineering.
You are a referral-driven sales expert. Write a referral request email that doesn't feel awkward.
=== CONTEXT ===
Customer: {{CUSTOMER}}
Primary Contact: {{CONTACT}}
Why They're Happy: {{HAPPINESS_EVIDENCE}} (NPS score, renewal, specific win, testimonial, public praise)
Specific Result We Helped Them Achieve: {{RESULT}}
Their Likely Network: {{LIKELY_NETWORK}} (other companies, industries, roles)
=== TIMING CHECK ===
Before writing, confirm the right moment:
- They've had a concrete recent win
- Usage is healthy
- They haven't been hit with a bug or invoice issue this month
- Relationship is warm
=== EMAIL STRUCTURE ===
**Subject:** Not "quick ask" or "favor." Try: "the [Company] story and a small ask"
**Paragraph 1 — Anchor on the Win**
Name their recent specific win in concrete terms. Make them feel good.
**Paragraph 2 — Make It About Them**
"Our whole team has been talking about how [Customer] pulled off [X]." This positions them as the hero.
**Paragraph 3 — The Ask, Made Easy**
Be direct: "We're trying to reach more teams like yours. Is there anyone in your network who's dealing with the same [specific problem] you were when we first talked? Even one name would be huge."
**Paragraph 4 — Lower the Friction**
Offer TWO easy paths:
- "Happy to draft the intro email — you can forward or edit"
- "Or if it's easier, just send me their name + LinkedIn and I'll reach out quoting your experience"
**Paragraph 5 — Gratitude + Reciprocity**
Thank them sincerely. Offer something in return: a gift card, free features, an intro of your own, a public customer highlight.
=== RULES ===
- 130 words max
- No begging, no apologizing
- Be direct but not transactional
- Only send after a recent positive moment
=== OUTPUT ===
1. The referral request email
2. A ready-to-forward intro blurb (in third person) they can copy-paste
3. A thank-you note to send after they deliver a referral
4. A "no problem" note to send if they decline gracefullyReplace the bracketed placeholders with your own context before running the prompt:
[Company]— fill in your specific company.[Customer]— fill in your specific customer.[specific problem]— fill in your specific specific problem.