Referral & warm-intro scripts

Referrals are the highest-trust, lowest-CAC channel and the backbone of months 1–6 (std-gtm; business plan §6). Every delivered engagement should generate the next one. The Notion hub’s quantified results are your referral ammunition.

The referral ask (end of a successful Audit or Concierge call)

Before I ask — in your own words, what’s the biggest thing this changed for you? … OK, quick ask while we’re both feeling good about that: who’s the first other [CATEGORY] owner you thought of who’s drowning in the same stuff you were? I’ll take great care of them, and I’ll make you look good for the intro.

Their self-generated statement becomes the quote in the forwarded intro — people stand behind their own words far harder than yours.

If they name someone:

Perfect. Easiest thing — would you mind a two-line intro over [text/email]? I’ll write the draft so it’s zero work for you.

The intro you write for them (send this so they just forward it)

Hey [Referral Name] — want to connect you with [Your Name] at J&M AI Services. He just [SPECIFIC RESULT + CATEGORY MARKER — e.g. “cut our shop’s invoice chasing to 10 min/day”] for us in about a week and I immediately thought of you and [THEIR PAIN]. Worth 30 minutes. I’ll let you two take it from here.

Same-trade, same-town results are the most persuasive sentence you own; make the category visible in the result. And never send the intro draft with the pain bracket blank — a painless intro is a Continuation generator.

Warm-lead first message (a referral who’s expecting you)

Hi [Referral Name] — [Referrer] connected us. They mentioned [PAIN] might be on your plate too — is that actually the case, or did they get it wrong? (Genuinely asking — half the time the referrer names the wrong headache.) Either way, I just [RESULT] for them in a week, and 30 minutes would tell us if there’s anything similar at [Company]. I’ve got [DAY/TIME] or [DAY/TIME].

Partner / channel intro (bookkeepers, web designers, MSPs, consultants who serve your ICP)

[First Name] — you serve [CATEGORY] owners here and so do I, but we don’t overlap: you do [THEIR THING], I do AI workflow audits and done-with-you buildouts. Every one of your clients buried in admin is someone I can help — and vice versa. Want to grab 20 minutes so I can learn what a good referral for you looks like? I’ve got [DAY/TIME]. And to go first: [ONE CLIENT/LEAD YOU CAN ACTUALLY SEND, OR ONE FREE INSIGHT ABOUT THEIR OWN OPS].

Discipline

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