Written by Thomas Norris
When competing in sales, having the right resources is essential. Knowing who you can reach out to for advice, counsel, and even referrals can be the difference between success and failure. However, creating a reference request template that works can be a challenge. In this article, we’ll look at tips and tricks to help you create a successful reference request template that your sales team can use to get the most out of their networking efforts.
First, it’s important to understand why a reference request template is beneficial. A well-crafted template can help streamline the process of requesting references from potential customers, colleagues, and other industry contacts. It can also provide an opportunity to personalize the request by tailoring it to the specific needs of the recipient. A template also helps ensure that everyone on your team is using the same language and format when reaching out for references, which can help to ensure consistent messaging and better results.
Now that you know why a reference request template is important, let’s look at the steps you should take when creating one.
The first step is to identify the information you need from potential references. Think about the types of questions you’ll be asking, such as their experience with your product or service, how they rate your customer service, and whether they’d be willing to provide a testimonial or referral. This information will help you create a template that accurately captures the information you need.
Next, consider the format of your reference request template. You’ll want to make sure that the template is easy to read and understand, with clear headings and formatting that clearly outlines each question. You should also consider adding a signature line to the template, so that recipients can sign off on the request and provide their contact information.
It’s also important to consider how you will deliver the reference request template. Think about the best way to reach out to potential references, such as via email or social media. Consider the most convenient way for them to respond, such as by filling out an online form or responding to a survey.
Finally, make sure that your reference request template is professional and polished. Include any logos or other visuals that you feel are necessary, as well as a personalized message that makes it clear why you’re requesting a reference. Make sure that the template looks professional and that it is free of errors.
Creating a reference request template is an important part of the sales process. By following these tips, you can create a template that is both effective and professional. Your template should be tailored to the specific needs of the recipient and should include clear headings and formatting, as well as a signature line and personalized message. It should also be delivered in a convenient manner and be professional and free of errors. With a well-crafted template, you can ensure that your team is making the most of their networking efforts and getting the most out of their reference requests.