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A real excerpt from this edition. Fictional example data.

NT-094 / Working kit

Customer referral request pack

Ask for an introduction with clear permission.

Prepare a specific introduction request, a forwardable description and a manual permission record. Avoid treating a contact name as consent to marketing.

€30Planned one-off price
One product. No subscription.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which referral requests are appropriate, permitted and ready to send?

Service-business owners requesting relevant client introductions.

From input to next step.

  1. 01

    Choose an appropriate moment

    Ask after a useful completed outcome and check the relationship. Make the request optional and describe who would benefit from the service.

  2. 02

    Make forwarding easy

    Write a short factual service description and preferred next step. Ask the existing client to forward it rather than disclose another person’s private details.

  3. 03

    Respect the response

    Record permission and outcome. Contact a referred person only through an appropriate agreed route and keep further follow-up subject to their preferences.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Client reference
Client A
Relevant outcome
Handover completed
Ask appropriate?
Yes
Forwarding route agreed?
Yes
Request state
Sent
Outcome reference
Request 1
Preparation open
0

Before you use the result.

  • Do not imply a testimonial without approval.
  • A referral is not automatic consent to a mailing list.
  • Do not invent incentives or guarantees.

A request-preparation pack, not contact enrichment, outreach automation or legal permission advice.

A few useful answers.

All questions →
Can I buy a product today?

Not yet. The catalogue is open for previews while payment setup and final editorial review are completed. There is no charge, paid reservation or order at this stage.

Do I have to subscribe or buy credits?

No. The planned shop sells each product separately for a one-off price. You will not need a membership, a bundle or a credit balance.

What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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