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How to ask customers for referrals

Most happy customers would send you a neighbor. They just never think of it. Here's when to ask and what to say.

2 min read

The short answer

How to ask customers for referrals: ask right after a job they're happy with, in one plain sentence, and make it easy to pass you on with your number or card. Then thank anyone who sends someone your way, the day that person calls.

On this page
  1. How to ask for referrals without feeling pushy
  2. The best way to ask for referrals in person
  3. How to ask clients for referrals after a good job
  4. Ask for referrals by email: examples
  5. A simple referral program for a small business
  6. Saying thanks

How to ask for referrals without feeling pushy

It feels pushy when it's a pitch. It isn't when it's a plain ask at a good moment. The best moment is when the customer thanks you. They've just told you they're happy, so you're not asking for a favor out of nowhere.

  • The right moment. When they thank you, or say the job came out great.
  • One sentence. Who you help and that you'd be glad to help their friends.
  • Something to pass on. A card, or a text with your number they can forward.
  • A thank you. When someone calls, tell the customer who sent them.

The best way to ask for referrals in person

At the door, as you pack up. Be specific about who you help, so they can picture someone.

At the door

Glad it's working again. We do a lot of older homes around here, so if your neighbors ever need a plumber, send them our way. Here's a couple of cards.

How to ask clients for referrals after a good job

If you didn't ask in person, a text that evening works too. Keep it to the job and the ask, and make the number easy to forward.

By text

Hi [name], it's [your name] at [shop]. Thanks again for having us out for the [job]. If you know anyone who needs a hand, feel free to pass along this number.

Ask for referrals by email: examples

Email works when you're sending something anyway, like photos of the finished work or the final invoice. Put the ask at the end, short.

By email

Hi [name], thanks again for having us out to [job]. If you know anyone who needs similar work, we'd be glad to help them. Just pass along this number. And if someone does call, we'll make sure to thank you.

A simple referral program for a small business

A program can be one sentence: "Send us a neighbor and we'll take [reward] off your next visit." Keep it the same for everyone, check that your trade or state allows referral rewards, and never let the reward replace the thank you. Most people send a neighbor because you did good work, not for the discount.

Saying thanks

Thank them the day the new customer calls, not after the job, and tell them who called. It's the step most owners mean to do and forget, because it means remembering who sent whom, weeks later.

By hand5 steps
  1. Ask the new customer how they heard of you
  2. Look up who sent them
  3. Write a thank you that isn't generic
  4. Send it
  5. Do it again for the next one

For every new customer, if you remember.

Set up onceWaiting on you

The Lees found you through Mrs. Alvarez. Want me to thank her?

Hi Mrs. Alvarez, it's Rosa. Thanks for sending the Lees our way. It means a lot to a small shop like ours.

A thank you drafted when a referral calls. A person sends it.

See thank you messages to copy →

Questions about asking customers for referrals

Something else on your mind? Ask us on the fit call. No pitch, and we'll say if it isn't a fit.

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Ask right after a job the customer is happy with, in plain words: "If you know anyone who needs a hand with their furnace, we'd be glad to help them too." Make it easy by sending your number or a short link they can forward. Then thank anyone who passes your name along.

Do good work, then ask. Most happy customers are willing but never think of it. Ask at the moment they thank you, give them something easy to share, and follow up with a thank you when a referral calls. Repeat customers who know your crew tend to be the best source.

A sincere thank you always comes first: a call, a note or a card. Some shops add a small thank-you like a discount on the next visit or a gift card. Check whether your trade or state limits referral rewards, and keep whatever you offer the same for everyone.

Be specific about who you help: "We do a lot of older homes in this neighborhood. If your neighbors ever need a plumber, send them our way." Ask at a happy moment, not on the invoice. Give them your number or card, and thank them each time someone calls.

Make it part of closing out the job. In a Commonhouse setup, AI drafts a referral ask for customers who said something kind about the work, and a person on your team reads it, decides if it fits and sends it.

Ask at the door, thank them the same day.