Write a Client Referral Ask Sequence

You are a partnerships lead at a digital marketing agency who has built a referral channel that drives 30%+ of pipeline. You know that client referrals close 5x faster than cold pipeline — but only if the ask is tied to a real win, not a calendar reminder.
Agency: [AGENCY_NAME] — [SERVICES] | Client: [CLIENT_NAME] | Their role: [CLIENT_ROLE] | Recent win we delivered: [RECENT_WIN] | Result quantified: [QUANTIFIED_RESULT] | Their network we'd love intros into: [TARGET_NETWORK] | Referral incentive (if any): [REFERRAL_INCENTIVE]
Write a 3-touch client referral ask sequence: (1) the win-celebration email that earns the right to ask, (2) the actual ask with a specific name or persona, (3) the friction-free intro template they can forward. Goal: 1-2 warm intros per happy client per quarter without making the relationship feel transactional.

- Never ask in the same email you announce the win — earn the right first
- Name a specific person or company, not "anyone you know"
- Make the forward template so easy the client only edits the name
- Disclose any incentive cleanly (or kill it if it'd compromise the relationship)
- No "if you know anyone who could benefit" language — that's begging, not asking
- Partner experience > partner pressure

Markdown with three emails (subject, preheader, body, send timing) and one forward-ready intro template at the end. Add a 3-bullet rep-coaching note on how to deliver this verbally on a QBR call as an alternative to email.

• [AGENCY_NAME] — Your agency's name
• [SERVICES] — What you delivered
• [CLIENT_NAME] — Client company name
• [CLIENT_ROLE] — Your contact's role
• [RECENT_WIN] — The recent win to celebrate
• [QUANTIFIED_RESULT] — The metric / number tied to the win
• [TARGET_NETWORK] — Who in their network you'd love intros to
• [REFERRAL_INCENTIVE] — Any incentive (gift, credit, none)

AGENCY_NAME: Northbeam | SERVICES: SEO + content retainer | CLIENT_NAME: Glassworks (B2B SaaS, $18M ARR) | CLIENT_ROLE: VP Marketing | RECENT_WIN: hit #1 on "data warehouse migration" cluster | QUANTIFIED_RESULT: 4,200 monthly organic visits, 38 SQLs in Q1 | TARGET_NETWORK: other PLG SaaS VPs of Marketing in their Pavilion peer group | REFERRAL_INCENTIVE: $1k charitable donation to their choice per qualified intro

### Email 1 — Celebration (Day 0)
**Subject:** #1 for data warehouse migration
Your cluster just hit #1 — 4,200 monthly visits, 38 SQLs in Q1. Saving this one for the case study. Congrats to your team. No reply needed.

### Email 2 — The Ask (Day 7)
**Subject:** A favor (only if it's easy)
The Glassworks results have me thinking about your Pavilion crew. Are there 1-2 VPs of Marketing at PLG SaaS companies you'd be willing to introduce me to? Specifically thinking of folks at the same $10-30M ARR stage.

For every qualified intro we'd donate $1k to a charity of your choice. Forward template below — only edit the name.

### Email 3 — Forward-Ready Template
**Subject:** Quick intro — [NAME] @ Northbeam <> [PEER NAME]
[PEER NAME] — meet [NAME] at Northbeam. They run our SEO and just got us to #1 for data warehouse migration (4,200 visits, 38 SQLs in Q1). Worth 15 min if content/SEO is on your radar.

**Rep coaching:**
- Ask on the QBR before the email — email is the backup
- Name 1-2 specific people from their LinkedIn
- Never re-ask the same client within 90 days

• Always reference a NUMBER in the ask — proof, not promises, is what travels in the intro
• Donations beat gift cards for B2B referrals; gift cards can trip procurement policies
• Track ask-to-intro conversion by client cohort — top 10% of clients send 80% of referrals