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7 Innovative Sales Client Referral Templates

Leverage Magical to streamline your client referral process.
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Magical for client referral

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In the competitive landscape of sales, client referrals can be a goldmine for new business opportunities. To help sales professionals tap into this potential, we have curated a set of client referral templates. These templates are designed to facilitate smooth communication, foster trust, and encourage your existing clients to refer new ones. They cater to a variety of scenarios, ensuring adaptability to different client relationships and industries.

What templates are included in this client referral pack?

Referral Closure Template

This template is used to inform the referring client when a deal with their referral has been closed. It expresses gratitude and encourages future referrals.

More packs

Coming soon!

How can you personalize your client referral templates?

Magical allows you to personalize these templates with your recipients information like

First Name
Referral's Name
Referral's Company
And move more types of information by creating your own custom labels.

How to use Sales prospecting templates

With Magical, you can save any text you type repetitively as a template in Magical and expand the template automatically when you work. Download our Sales prospecting templates to get these templates out of the box.

Download template pack

What is Magical?

Magical is a productivity app that automates your soul-crushing tasks so you can do the work that gets you promoted and still have time to take a break. With Magical, use AI to speed through repetitive tasks like messaging or data entry anywhere on the web —no fancy set-up required. Add Magical to your browser - it’s free.

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Business Operations at
Rupa Health

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