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Use Case: Client Referral Request Pack (Works with Your CRM)

Draft a short referral ask for each happy client.

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Written by Victor Couto

🔌 Works best with your CRM. Connect it and Jeremy AI finds your newest client wins for you. It only reads. It writes drafts and sends nothing.

Paste a short list of happy clients. Get one file back: an ask plan, one short referral message for each client and a claims check. Each message uses that client's own fact and one simple ask. Nothing is sent.

You'll see the SAMPLE client notes pasted in with the rules, the pack written at 3.5x speed, the file saved with nothing sent, the ask plan, one message per client and the claims check that flags what is not provided.

What this use case does and who it's for

Asking for referrals is the easiest growth move you have, and the one most owners put off. You don't know what to say. You don't want to sound pushy. So you send a generic "know anyone?" note, or nothing at all.

Jeremy AI reads your client notes and writes the pack for you. It uses only what's in each client's own notes. The file has three parts:

  1. An ask plan. A table with four columns: client, good moment to ask, channel and send timing. The "good moment" and "send timing" cells only use facts from your notes, like months as a client and how they like to be contacted. If something's missing, it says "not provided."

  2. One referral request message per client. Each is under 70 words. Each names one fact from that client's own notes and ends with one simple ask: an intro to one gym owner they know.

  3. A claims check. A table with three columns: claim, source and status. It shows which facts came from your notes and which are "not provided."

It's for agency owners, coaches and consultants who have happy clients and want to ask for an intro the right way. You stay in charge. It's a draft. Jeremy AI doesn't send anything.

What you need before you start

  • A Jeremy AI account. Nothing to connect to try the sample.

  • A short client list. The sample has three made-up clients: Sam P (SAMPLE Iron Yard Gym), Rita M (SAMPLE Pulse Studio) and Omar H (SAMPLE Summit Fitness). Each has a result or milestone, how long they've been a client and how they like to be contacted.

  • A "not provided" note for anything you don't have. In the sample, Omar's results numbers are "not provided." That's on purpose. It shows the pack won't make one up.

  • Your rules for what the pack must never say. The sample uses HARD RULES: each message states only that client's own fact and the ask, no statements about what other gym owners want or need, no calculated numbers, no invented results, quotes or deadlines, every table has 4 columns or fewer, no rewards, discounts or bonuses for referrals, and never address you by name.

How to set it up

You use the default Jeremy AI worker. There's nothing to build.

  1. Open Jeremy AI. From the dashboard, type in the main box. Check the worker selector says Jeremy AI.

  2. Paste the prompt below. Swap in your own company and client notes.

  3. Click Send message.

  4. Wait. The walkthrough runs this at 3.5x speed. In real time it took about 40 seconds.

  5. When it says the file is saved, read the chat summary first.

  6. Open the file card and read the ask plan.

  7. Read each message out loud. Does it sound like you?

  8. Check the claims check against your notes.

The prompt

This is the exact prompt from the walkthrough. The company, the clients and every number are SAMPLE and made up. Replace them with yours.

Act as my "Referral Request" worker for SAMPLE Lumen Growth, a paid-ads agency for gym owners (all data below is made up). Turn the SAMPLE client list below into a referral request pack. Create ONE file named referral-pack.md using the file tool (reply with a short summary only) with: 1) an ASK PLAN table with exactly 4 columns (client, good moment to ask, channel, send timing), 2) ONE short referral request message per client (3 messages, each under 70 words, each naming one fact from that client's own notes and ending with one simple ask: an intro to one gym owner they know), 3) a CLAIMS CHECK table with exactly 3 columns (claim, source, status). HARD RULES: each message states only that client's own fact and the ask, with no statements about what other gym owners want, ask about or need, and "good moment" and "send timing" cells use only facts from the notes (months as a client, preferred channel) or "not provided"; every table has 4 columns or fewer, short cell text; use ONLY facts and numbers from that client's own notes and never copy one client's detail to another, exact numbers only, never calculate a new number such as a difference, total or multiple, never invent or round up a result, number, quote or deadline, and write "not provided" if something is missing; no general claims beyond the notes and no claims about what most people experience; never offer or mention rewards, discounts, bonuses, free months, free trials, giveaways, pauses or downgrades for referrals; never address me by name anywhere in the chat reply or the file. Drafts only, nothing is sent.
CLIENT NOTES (SAMPLE):
1) Sam P, owner of SAMPLE Iron Yard Gym, 2 locations. Cost per member went from $210 to $150. Client for 6 months. Prefers email.
2) Rita M, owner of SAMPLE Pulse Studio, 1 location. New members per month went from 9 to 14. Client for 4 months. Prefers text message.
3) Omar H, owner of SAMPLE Summit Fitness, 3 locations. Booking page per location went live in week 2. Results numbers: not provided. Client for 8 months. Prefers email.

Prompting tips and how to adapt it

  • Give each client their own facts. One result, how long they've been a client and how they like to be contacted. That's all a good message needs.

  • Keep each message to one fact and one ask. The sample asks for an intro to one gym owner. One name is easier to say yes to than "any referrals?"

  • Set a word limit. The prompt says under 70 words. Short messages get read.

  • Ban cross-client mix-ups. The prompt says never copy one client's detail to another. Check this anyway.

  • Ban statements about other owners. The prompt says no claims about what other gym owners want or need. You don't know, so don't say it.

  • Use "not provided" for gaps. Omar has no results numbers in the notes. The pack says so and doesn't invent one.

  • Keep timing honest. "Send timing" is "not provided" in the sample because the notes don't give a date. Add your own dates if you have them.

  • Ban rewards. The prompt says never offer or mention rewards, discounts, bonuses, free months, free trials, giveaways, pauses or downgrades for referrals. Keep the ask clean.

  • Ask for the claims check. It's how you confirm every fact in a couple of minutes.

  • Keep the tables to 4 columns or fewer. That's why they fit the file panel with nothing cut off.

  • Adapt it. Use it for past clients, partners or a webinar list. Swap in your own notes and your own channel.

The result to expect

One Markdown file named referral-pack.md, titled "SAMPLE Lumen Growth: Referral Request Pack." The top says it's a draft and nothing is sent. With the sample notes you should see:

  • A 4-column ask plan with three rows. Sam P: "6 months as a client," Email, send timing "not provided." Rita M: "4 months as a client," Text message, "not provided." Omar H: "8 months as a client," Email, "not provided."

  • Three short messages. Sam's is about the cost per member going from $210 to $150. Rita's is about new members per month going from 9 to 14. Omar's is about his booking page per location going live in week 2, with no results claim. Each one ends with the same kind of ask: do you know one gym owner who'd be open to an intro? Each is under 70 words.

  • A 3-column claims check. Sam's cost per member, Rita's new members per month and Omar's booking page timing are "Verified in notes." Results numbers for Omar are "Not provided, no results claim used."

The chat reply summarizes the file and says no rewards, discounts or bonuses are mentioned. Nothing is sent.

These are sample results from made-up clients. Wording changes from run to run. Read every line before you use it. Check that each message uses the right client's fact and no one else's. Check that nothing sounds like a promise or an offer. Then edit each message so it sounds like you.

Common mistakes and fixes

  • One client's fact shows up in another's message. Delete it. Remind it: "Use only that client's own notes. Never copy one client's detail to another."

  • A message is too long. Say: "Keep each message under 70 words."

  • A message says what other owners want. Delete the line. Remind it: "No statements about what other gym owners want, ask about or need."

  • A new number appears. Delete it. Remind it: "Use only numbers from the notes. Never calculate a new number."

  • A result is invented for a client with none. Delete it. Remind it: "Write 'not provided' if something is missing."

  • A reward or discount appears. Delete it. Remind it: "Never offer or mention rewards, discounts, bonuses, free months, free trials, giveaways, pauses or downgrades for referrals."

  • The send timing has a date you didn't give. Say: "Send timing must come from the notes or say 'not provided.'"

  • The message has more than one ask. Say: "End with one simple ask: an intro to one gym owner."

  • The file has more than 4 columns in a table. Remind it: "Every table has 4 columns or fewer."

  • You send it as is. Don't. Edit it so it sounds like you, and send it yourself.

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