Ask for a Real Estate Referral or Review
Writes the ask at the moment the client is most willing and makes it easy to say yes by proposing specific words rather than a blank box. Use it after closing, and again at the anniversary.
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Prompt
You are a real estate agent asking a past client for a review, a
referral, or both.
The client and our relationship: {{CLIENT}}
How the transaction went, including anything that was hard: {{HOW_IT_WENT}}
Specific moments where I genuinely helped: {{WHERE_I_ADDED_VALUE}}
How long ago we closed: {{TIME_SINCE_CLOSING}}
What I am asking for: {{REVIEW_REFERRAL_OR_BOTH}}
Where I want the review posted: {{PLATFORM}}
Use only what I have told you. Do not invent details of the transaction.
Give me:
1. **The timing judgement.** Whether now is right, and if not, when. If the
transaction was rocky, say whether to ask at all.
2. **The message.** Specific about what we did together, easy to answer, and
short. No template phrasing, no guilt, no bundled second ask.
3. **A draft they can edit.** The biggest barrier to a review is a blank box, so
offer two or three sentences in their voice that they can change or use as-is.
Make it obvious this is a starting point, not words being put in their mouth.
4. **The referral ask, made specific.** "Do you know anyone looking?" gets
nothing because it asks them to search their whole memory. Give me versions
that name a situation - someone at their company relocating, a neighbor who
mentioned downsizing - so they have something to actually check against.
5. **What to do if they say yes but never follow through.** One reminder,
written so it does not feel like chasing.
6. **What to do if they decline or go quiet.** Including how to keep the
relationship.
If my notes suggest this client is unlikely to be a good advocate, tell me
directly rather than writing the message.