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Ask a client for a referral

Most patients come because a friend or relative recommended the clinic. People are glad to recommend, though many prefer that nobody knows what they came in for.

The prompt
I work in marketing at a private health clinic. Help me ask a happy client for a referral.

Context: Most patients come because a friend or relative recommended the clinic. People are glad to recommend, though many prefer that nobody knows what they came in for.

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 health information only. Never write anything that reads as advice on a person's own condition, and never suggest a treatment is certain to work or free of risk.
- 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 our clinical lead or the registered manager who approves marketing should see:
- Any reward or discount for referrals, and whether your approver allows it
- That the request reveals nothing about the patient's treatment to others

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • Any reward or discount for referrals, and whether your approver allows it
  • That the request reveals nothing about the patient's treatment to others

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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