How to find which clients to ask for a referral with Claude

Short answer: have Claude review your email history and CRM to find clients who like working with you, haven't been asked for a referral, and are due for one. Our free Referral Identifier skill does that and drafts a personalized email for each, for you to review before anything is sent.

TEG is an official member of the Anthropic Claude Partner Network. We build Claude Skills, plugins, and MCP integrations for B2B teams. See our full Claude services.

Why referral asks don't happen

For most relationship-driven businesses, referrals are the best source of new work, and almost nobody asks on a schedule. The reason is not reluctance. It's that nobody has time to review months of email and notes to decide who to ask, when, and what to say. So the ask waits for a good moment that never gets scheduled.

What Referral Identifier does

1. Reviews your email history and CRM. Through the connectors you already use, such as Gmail and your CRM, Claude looks at how each client relationship has actually gone.
2. Surfaces referral-ready clients. It flags clients who are overdue for a referral ask, including ones you might never have thought to ask.
3. Drafts a personal message for each. Every draft reflects the real history with that client, not a template.
4. Leaves the decision to you. You review the list and the drafts, then decide who to ask and when.

Who uses it

• Professional services firms, agencies, and consultants who live on referrals.
• Founders and account managers who know they should ask but never get to it.

What to know

The skill runs inside your own Claude account, so your email and CRM data stay with the tools you already use. Its suggestions are only as good as the history it can see, so it works best where your email and CRM are reasonably up to date.

How to get it

Book a free 30-minute session. We'll send you the skill, connect it to your email and CRM, and run it on your real clients so you leave with a shortlist and drafts.

Frequently asked questions

Can Claude tell me which clients to ask for a referral?

Yes. With access to your email history and CRM, Claude can flag clients who are overdue for a referral ask and draft a personalized message for each. The free Referral Identifier skill structures this process.

Does Referral Identifier send emails automatically?

No. It drafts messages for your review. You decide who to ask and when.

Is Referral Identifier free?

Yes. The skill and the 30-minute setup session are both free, with no contract and no obligation.