Pay It Forward Guide

Email Template A – HOW YOU CAN HELP AND THANKS FOR THE REFERRAL EMAIL

Hi [Referring Member Name],

Thanks so much for the Pay It Forward Slip for [Referrals Name]. I really look forward to being able to help them/ work with their clients.

As mentioned, I am looking to connect with [niche] as I can help their clients [how I can help their clients].

Here’s a little more about me to make the intro….

I look forward to your introduction to [Referrals Name].

Regards,

**make sure you write the how you can help/ more about me blurb in the third person**

Email Template B – INTRODUCTION EMAIL

Hi [Name] & [Referral],

Let me introduce you to each other!

@[Referral], [Name] is looking for [NICHE] and is looking to help [HELP HOW?]. I immediately thought of you. [Name] owns/ works FOR [owns what?].

@[Name], [Referral] is [edification] and I have no hesitation that he|she|they will be able to assist you.

I have copied you both into this email and will leave it to you to discuss further.

Thanks, and let me know if you need any further details.

Email Template C – CONNECTION EMAIL

Hi [Referrer] and [Referral],

Thanks [Referrer] for introducing me to [Referral].

As [Referrer] mentioned, I can….

[the rest of the email should be completely personal to how you can help their clients and why you have asked to be connected with them]

It would be great if we could jump on a quick phone call to see if there are any opportunities…have you got time this week for a quick 10-minute call?

THE GOAL AT THIS POINT IS TO ESTABLISH A PHONE CALL

You can make all the above your own, these are just sample email templates to get you started.