Ask a client for a referral

I work in marketing at an accountancy firm. Help me ask a happy client for a referral.

Context: Most owner-managed businesses find their accountant through another owner. Clients are glad to recommend one and rarely think to, and they do not want their own finances mentioned in the process.

Before you start, ask me for anything missing from this list:
- The client and what we did for them
- The kind of person we would like to meet
- Any house rules on referral rewards

Then:
1. Thank them for something specific.
2. Describe who we help in one sentence they could repeat.
3. Make the ask easy: one line they can forward.

Give me:
- The email
- A forwardable two-line introduction

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general information only. Never write anything that reads as tax advice on a person's own affairs, and never suggest a tax saving or an outcome with HMRC is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else the partner who approves marketing or our ethics and compliance lead should see:
- Any reward for referrals, and whether it has to be disclosed
- That the request reveals nothing about the client's finances to others