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Referral Request from Happy Clients

Example prompt: "When a client returns a Typeform satisfaction survey with a score of 9 or 10, look up the client and the project they're scoring from HubSpot. Draft a warm, specific referral request email in Gmail that thanks them for the score, references something concrete from the engagement (a deliverable, a moment, a result), and asks if they know one or two peers facing a similar problem we could help with. Keep it short and human — no template feel. Save the email as a Gmail draft addressed to the survey respondent — never auto-send — and post the draft link in #sales on Slack so I can review and send within a day while the score is fresh."

The Problem

The best time to ask for a referral is the moment after a client tells us they are happy, and the worst time is two weeks later when the moment has passed and the next project has eaten the goodwill. Most agencies know this, almost none act on it consistently, because asking takes the kind of warm, specific email that takes ten minutes to write properly and feels mercenary when written badly. Without a system, the high-NPS responses come in, we feel pleased, and we never ask.

How GloriaMundo Solves It

We build a workflow triggered by a new high-score response in our Typeform client satisfaction survey. An integration step pulls the survey response and looks up the client and the most recent project from HubSpot. An LLM step drafts a referral request email that thanks the respondent for the score, references something concrete from the actual engagement, and asks for one or two introductions. The draft is short, human, and avoids template language. An integration step saves it as a Gmail draft addressed to the respondent. A final integration step posts the draft link in #sales on Slack so a partner can review and send the same day. Glass Box preview shows the email before any draft is created, and nothing leaves the inbox without a human send.

Example Workflow Steps

  1. Trigger (webhook): A new Typeform response arrives on the client satisfaction survey with a score of 9 or 10.
  2. Step 1 (integration): Pull the survey response (respondent email, score, free-text comment) from Typeform.
  3. Step 2 (integration): Look up the respondent in HubSpot and pull the most recent project and a short engagement summary.
  4. Step 3 (llm): Draft a referral request email that thanks the client for the score, references one concrete thing from the engagement, and asks for one or two introductions.
  5. Step 4 (integration): Save the email as a Gmail draft addressed to the respondent.
  6. Step 5 (integration): Post the draft link in #sales on Slack with the respondent name, score, and a one-line preview.
  7. Step 6 (integration): Update the respondent's HubSpot contact with a 'referral-ask-drafted' note so we don't double-ask.

Integrations Used

  • Typeform — triggers the workflow on a new high-score survey response
  • HubSpot — source of the client record and engagement context
  • Gmail — referral request lands as a draft for human review
  • Slack — review link posts in the sales channel for same-day send

Who This Is For

Agency partners, studio leads, and senior freelancers who run a client satisfaction or NPS survey, who know that referrals are their best lead source, and who currently miss the high-score moment because writing the ask properly takes time they don't have.

Time & Cost Saved

A warm, specific referral request that doesn't read like a template takes ten to fifteen minutes to write properly. For a studio that gets five to ten high-score responses a month, that is one to three hours, and in practice it tends to be zero because the asks never get written. The real saving is the referrals themselves: one good introduction a quarter changes the pipeline materially, and the only way to get a steady flow is to ask in the moment the client is feeling good about the work.