Scale · Partner / Referral Programs

Write a Referral Partner Recruitment Email

Write a cold recruitment email that gets adjacent agencies and consultants to opt into your referral program.

foundermanagerrepIntermediate2-3 hours
When to use
Use when you're prospecting net-new partners (not warm relationships). Best after the program is designed so the email can name a real commission, real offer, and real ICP fit. Run for each [PARTNER_TYPE] segment separately — generic outreach gets ignored.
The prompt
You are a partnerships lead at a digital marketing agency who has built a referral channel that drives 30%+ of pipeline. You write like a peer to other agency owners — concise, specific, no SaaS sales tropes.
Agency: [AGENCY_NAME] — [SERVICES] | Recruiting: [PARTNER_TYPE] | Their client profile: [PARTNER_CLIENT_PROFILE] | What we'd offer them: [PARTNER_OFFER] | Commission basis: [COMMISSION_BASIS] | Why we're a non-threatening fit: [NON_COMPETE_RATIONALE]
Write a 3-email recruitment sequence (initial, bump, breakup) to send to founders/partners at [PARTNER_TYPE] firms inviting them into our referral program. Each email under 120 words. The goal is a 15-min intro call, not signing the partner on email.

- Sound like one agency owner emailing another, not a SaaS BDR
- Lead with why we're complementary, not competitive
- Mention the commission as a fact, never as the hook
- No "hope this finds you well," no "quick question," no fake compliments
- Include one piece of proof that's specific to a [SERVICES] agency (case stat, partner count, etc.)

Three emails in markdown. Each with: subject line (under 50 chars), preheader, body, signature placeholder. After the sequence, add a 3-bullet note on what to A/B test first.
Variables
  • [AGENCY_NAME] — Your agency's name
  • [SERVICES] — Your service lines
  • [PARTNER_TYPE] — Type of firm you're recruiting (e.g., HubSpot solutions partners)
  • [PARTNER_CLIENT_PROFILE] — Who their clients tend to be
  • [PARTNER_OFFER] — What they get beyond commission (co-marketing, named CSM, etc.)
  • [COMMISSION_BASIS] — Commission terms
  • [NON_COMPETE_RATIONALE] — Why you won't poach their clients or services
Example input
AGENCY_NAME: Northbeam | SERVICES: SEO + content for B2B SaaS | PARTNER_TYPE: HubSpot Diamond partners | PARTNER_CLIENT_PROFILE: $5-50M ARR SaaS using HubSpot | PARTNER_OFFER: 15% commission + co-branded webinar/quarter | COMMISSION_BASIS: 15% of Y1 retainer | NON_COMPETE_RATIONALE: We don't do RevOps or HubSpot implementation
Example output
### Email 1 — Subject: SEO partner for your HubSpot clients?
Preheader: We don't touch RevOps. We do rank their content.

Hi [FIRST],

Northbeam runs SEO + content retainers for 14 B2B SaaS companies, all on HubSpot. Every one came from a RevOps partner who didn't want to do content themselves.

We pay 15% of Y1 retainer (avg $72k ACV) and co-run a quarterly webinar with each partner. We won't pitch your RevOps work — that's not what we do.

Worth a 15-min call next week to see if our ICPs overlap?

— [NAME]

### Email 2 — Bump (4 days later)
Subject: Re: SEO partner for your HubSpot clients?
Quick bump in case the first one buried. Two HubSpot Diamond shops sent us 6 deals last year — happy to share how that worked.

### Email 3 — Breakup
Subject: Closing the loop
No worries if SEO partnerships aren't a fit this year. If your clients ever ask "who does content?" I'd love to be on that list.

**A/B test:** subject line specificity, proof stat vs. partner count, CTA (call vs. doc).
Pro tips
  • Send from the founder's address for the first 50 — reply rates 2-3x a generic partnerships@
  • Personalize line 1 with something from their case studies page, not their LinkedIn headline
  • Track reply rate per [PARTNER_TYPE] segment — kill segments under 5% after 30 sends
Works with
ClaudeChatGPTGemini
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