client_reference_request_email
Generate an email asking a past client to serve as a reference for a prospect, providing context and setting time expectations for a simple yes or no.
Instructions
Ask a trusted past client to be a named reference for a specific prospect — someone the prospect can email or call directly. Different from testimonial_request (written quote for your website), recommendation_request_email (LinkedIn), and referral_request (active warm intro). A reference is a person on your reference list who speaks directly to a prospect doing due diligence. This email makes the ask easy: it gives context on the prospect, sets expectations on time commitment, and makes it simple to say yes or no. Does not count against your monthly draft limit.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | The client's first name | |
| project_name | Yes | The project or engagement you worked on together — gives them context for what they'd be speaking to (e.g. 'the brand identity project', 'the six-month retainer', 'the website redesign') | |
| prospect_type | Yes | A short description of the prospect — what kind of business or person they are and what they're looking to hire for. No need to name them. (e.g. 'a B2B SaaS startup looking for a content strategist', 'a boutique law firm that needs a website redesign', 'a founder evaluating fractional CFO services') | |
| prospect_name | No | Optional: the prospect's name, if you're comfortable sharing it and want to personalise the ask | |
| time_commitment | No | Optional: expected time commitment if they're contacted — sets expectations and removes anxiety (e.g. 'a 10-minute call', 'a few email questions', 'a quick 15-minute chat'). Defaults to 'a short call or a few email questions' if omitted. | |
| your_name | No | Optional: your name for the sign-off |