AI Referral Request Prompts for Real Estate Agents

Write a post-closing email that thanks a client and naturally asks for referrals. Client: Michael and Jennifer Chen — just closed on their first home last week My name: Sarah Johnson Something personal: They mentioned being excited about setting up the kids' rooms and hosting Thanksgiving for the first time Requirements: - Warm congratulations that references something personal about them - Express genuine gratitude for trusting me - Transition naturally to the referral ask (not abrupt) - Frame it as: "If you know anyone going through a similar journey..." - DO NOT offer a referral fee or incentive (keep it genuine) - Include a P.S. with my Google review link as a secondary ask - Under 120 words - Subject line included

Write an annual check-in email for a past client that includes a soft referral request. Client: David and Lisa Martinez — bought their home through me 11 months ago Their home: 123 Oak Lane, Austin TX Market update to share: Homes in their neighborhood have appreciated ~8% in the past year; their home is likely worth $30K more than they paid Something personal: Their daughter just started kindergarten at the nearby school Requirements: - Open with a genuine personal touch (not "checking in on your home value") - Share the equity update as value (they love hearing their home went up) - Offer to provide a detailed home valuation if interested - Soft referral ask: mention I'm accepting new clients and would love to help anyone they know - Warm, personal — feels like it came from a friend, not a marketing automation - Under 130 words - Subject line included

Write a casual text message to a past client asking for referrals. Client: Jake — a young professional I helped buy a condo 6 months ago. We have a friendly, casual relationship. Context: He just texted me a photo of his renovated kitchen, which looks great Requirements: - Respond to his message first (compliment the kitchen) - Transition naturally to a referral ask - Ultra-casual tone — this is a text, not an email - Under 40 words - No formal sign-off - Include a follow-up text if he says yes

Write an email announcing a referral appreciation program to my past client database. My name: Sarah Johnson, Premier Realty Program details: For every referral that closes, I send a $100 gift card to the referrer's favorite restaurant as a thank-you. No gimmicks, no fine print. Requirements: - Warm, appreciative tone — not salesy - Explain the program simply - Emphasize that my business is built on referrals from people like them - Include 2-3 examples of who might need an agent ("a coworker mentioning they want to move," "a neighbor thinking about selling," "a family member relocating") - CTA: "Just text or email me their name — I'll take great care of them" - Under 150 words - Subject line included

Write an email to a business partner asking for mutual referrals. Partner: John Smith, mortgage loan officer at ABC Lending — we've worked together on 5+ deals My name: Sarah Johnson, Premier Realty Requirements: - Reference our successful working relationship - Propose a mutual referral arrangement (I send buyers to him, he sends pre-approved buyers to me) - Emphasize client benefit: seamless experience when agent and lender work together - Suggest a coffee meeting to discuss specifics - Professional, partnership-oriented tone - Under 120 words - Subject line included