Made for Bankers
Earn and Activate a Client Referral
Also useful for: people in Finance
Turn a strong client relationship into a specific, consent-based introduction with a clear ask, a forwardable note, and a disciplined follow-up plan.
Create a free account to save your progress and use this Playbook.
Use this when
You use this after delivering clear value, resolving an important issue, receiving positive feedback, or reaching a relationship milestone. You can also use it when you suspect a referral opportunity but need to decide whether the timing is right.
You'll need
- Relationship strength
- Recent value or milestone
- Evidence of satisfaction
- Desired introduction
- Reason for relevance
- Request channel
- Policy limits
- Relationship sensitivities
You'll get
- A supported Go, Wait, or Don't Ask decision
- A specific referral lane, a natural ask, a forwardable introduction note, a consent-safe handoff, a follow-up stopping point, and a record checklist
- You can explain why the request protects trust and follows your institution's rules.
By the end of this playbook
You will have:
- A supported Go, Wait, or Don't Ask decision
- A specific referral lane, a natural ask, a forwardable introduction note, a consent-safe handoff, a follow-up stopping point, and a record checklist
- You can explain why the request protects trust and follows your institution's rules.
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
You have a strong three-year relationship with a small-business client. You recently helped streamline payment collection and account access, and your client emailed that your follow-through saved several hours of confusion. You want an introduction to another local business owner dealing with similar administrative friction. You plan to ask by phone. Your policy allows introduction requests, but you need clear permission before contacting the new person. You can't offer an unapproved incentive or imply preferential treatment.
Sample assembled prompt
You receive a Go decision because... Your referral lane: You want to... Your phone script: "I'm glad the... I work with other business owners... If someone in your network comes... No pressure at all. I can send you a short... Sam helped me simplify a few... I thought a brief conversation might... I'll let you both take it... You share only the reason for... Your stopping point: You make the... You stop after a decline, hesitation,...