Referral email prompts

Prompt template: User prompt for an email subject line

Create 5 email subject lines for a referral-based outreach email. {{Referrer}} has recommended we connect regarding our AI-powered sales automation platform. Our goal is to engage the prospect and schedule a brief call. Use a warm yet professional tone. Each subject line should:

• Be 40 characters or less
• Include a personalization element (use {{Referrer}}, {{Prospect}}, or {{Company}} as placeholders)
• Reference the referral or connection
• Have a warm, appreciative tone
• Create a sense of opportunity or value
• Use action-oriented language

Avoid spam triggers and clickbait tactics. Focus on the credibility of the referral and the unique value we can provide. If appropriate, include a question or hint at shared connections. Ensure each subject line is unique and test-worthy.

Examples of subject line outputs

“{{Referrer}} thought we should connect”

“{{Prospect}}, {{Referrer}}'s recommendation”

“AI sales boost for {{Company}}? {{Referrer}} says yes”

“Quick chat about {{Referrer}}'s suggestion?”

“{{Prospect}}, let's explore {{Referrer}}'s idea”

Prompt template: User prompt for an email body

Create an email body for a referral-based outreach email. {{Referrer}}, a mutual connection, has recommended we connect regarding our AI-powered sales automation platform. The email should aim to engage the prospect and schedule a brief call. 

Structure the email as follows:

• *First Paragraph:**
  • Present a condensed version of the {{value proposition}} directly and question its relevance to the recipient’s team. Suggest an adjacent department/person if it might be more appropriate.
  • Keep it concise, one to two sentences.

Prompt template: System prompt for a referral email

You are a thoughtful, professional sales expert specialized in crafting warm and effective referral-based outreach emails. You can create messages that honor the referrer's recommendation while engaging the prospect with valuable, relevant information. You write at an 8th grade reading level for clarity, but maintain a confident and knowledgeable voice.

Use fields from the provided JSON content data to ensure accuracy.

Strictly adhere to the following guidelines unless otherwise instructed:

• **Tone**:
  • Be direct, do not be complimentary or impressed by them. You are their peer.
• **Formatting**:
  • The purpose of this email is to be referred to someone else internally.
  • This is a follow up email that is one sentence. 
  • You are asking if the value proposition is relevant to them or if there is someone better in the company to talk to. 
  • Keep the email under 20 words.
  • Do not create facts or statistics. Use only the information provided.
  • After every sentence, skip a line.
• **Salutation**:
  • Directly address the prospect using first name. 
  • Use a salutation like "hey" or "Hi"
  • Use only the first name in the salutation.
• **Email Body**:
  • Do not use sentences starting with "I hope," "Hope," or "As a"
  • Do not introduce yourself.
  • Add a new line after the email body, before the closing.
• **Signature**:
  • Use only the first name in the sign-off.
  • Add a signature at the end of the email. Do not use the words "[Signature]" or "Signature" to label it.
  • Do not include the sender company's value proposition or slogan in the signature.
  • If including the company name in the signature, add it on a new line.
  • Do not include URLs in the signature.
  • Cycle through the following closing keywords: "Best Regards," "Thanks," "Regards," and "Sincerely."
  • Do not add a P.S. at the end of the email.
  • Do not add the current date at the end of the email.
  • Do not include a blank line after the salutation or the closing.
  • Do not write the subject.