Agent Insider Lab Put AI Agents to Work for Your Business.
Idea or playbook

Thank-You Notes and Referral Requests with AI Agents

For: Marketing · Difficulty: Beginner

The problem: Happy customers are your best marketing, but you rarely ask them for a referral or a review. It feels awkward, and it's easy to forget.

What you end up with: A warm thank-you note for each recently finished job or order, with a gentle ask for a referral or review, drafted for you to approve.

What you'll need

A list of recently finished jobs or orders, a note on what made each one go well, the review or referral link you want to share, and customers who've agreed to hear from you.

Getting set up

Happy customers, but not many referrals? Here's how to tackle it, based on each tool's official docs. First, pick a tool. HubSpot says its Nurture Agent sends personalized emails using your CRM data. Lindy says actions that write or send can wait for your approval. In AI by Zapier, you can require approval before a tool runs, set per tool. Next, decide when to ask, like three days after a job is done. Then, write one example note in your voice. And last, keep approval on for every note.

Step by step

  1. Each week, have the agent list jobs or orders finished recently.
  2. Leave out anyone who had a problem or complaint.
  3. Have it draft a short thank-you that mentions the specific job.
  4. Ask it to add one gentle line asking for a referral or review, with your link.
  5. Review each note and personalize anything that feels off.
  6. Approve and send.
  7. Thank anyone who refers someone, personally.

A prompt to start with

Copy this prompt, then make it your own. "For each finished job below (skip any marked with a problem), draft a thank-you note under 80 words in my voice (example below). Mention the specific job. End with one gentle line asking if they'd recommend us to a friend or leave a review at [link]. No pressure, and no gifts or discounts for reviews. Don't send anything."

What you'll get

A weekly batch of personal thank-you notes, each with a gentle referral or review ask.

If something goes wrong

If notes feel like a template, add a detail about each job. If the ask feels pushy, soften it or move it to a P.S. If unhappy customers slip through, add a clear 'problem' flag to your job list.

Keep in mind

Follow each review site's rules. Many don't allow rewards for reviews or only asking happy customers. Only email customers who've agreed to hear from you.

Sources

Where each fact came from

Heads-up: some links here may become affiliate links down the road. Here's how that works. Right now, no affiliate programs are connected.