Scripts/B2B Sales

Referral Request Cold Calling Script

The exact script for asking customers and contacts for B2B referrals. Includes word-for-word dialogue, objection handlers, and tactics that convert 25% of asks into introductions.

Conversion Rate
25%
Avg Duration
3-5 minutes
Dials/Appt
4-6 dials
Best Time
Wednesday-Friday, 10am-12pm or 2pm-4pm

1The Opener

Hi {{contact_name}}, this is {{your_name}} from {{your_company}}. How are you doing?

[Let them respond]

Great! So I was thinking about you because {{reason_for_call}}. Do you have just a couple minutes?

[If yes:]

Perfect. So as you know, we've been working together on {{current_work_or_relationship}}, and I really appreciate the partnership.

The reason I'm calling is that we're looking to work with more companies like {{their_company}}, and I'm wondering if you might be able to help me with an introduction.

2Discovery & Pitch

Here's what I'm looking for—I'd love to connect with {{target_role}}s at {{target_company_type}} who might be dealing with {{pain_point}}.

Off the top of your head, is there anyone in your network who comes to mind?

[Give them time to think]

[If they mention someone:]

Oh, that's great! Tell me a little about them. How do you know {{referral_name}}? And do you think they'd be open to an introduction?

[LISTEN]

That's perfect. Here's what I was thinking—would you be comfortable sending a quick intro email? I can draft something for you if that's easier. Or, if you prefer, I can reach out directly and mention that you suggested I call.

What works best for you?

[If they can't think of anyone immediately:]

That's okay—no pressure. Let me give you a bit more context that might jog your memory.

We've been helping companies like {{reference_company_1}} and {{reference_company_2}} with {{pain_point}}—specifically, {{specific_outcome}}.

The ideal person for me to talk to is someone who's {{target_profile}}.

Does anyone come to mind now? It could be someone you worked with before, someone in your industry network, or even a LinkedIn connection.

[If still no one:]

No problem. Could I ask a favor? Would you keep me in mind if you do come across someone? And would it be okay if I sent you a quick email with a summary of who I'm looking to connect with? That way, if someone pops into your head later, you have my info handy.

[Before ending the call:]

One more thing—do you know of any events, conferences, or networking groups where I might find {{target_role}}s? I'm always looking for ways to connect with the right people.

3Objection Handlers

Click an objection to see the response. Practice these until they're automatic.

Your Response

That's totally fine—I put you on the spot. Let me send you a quick email with the profile of who I'm looking for. If someone comes to mind later, just shoot me their name and I'll take it from there. Would that work?

4Closing Options

Would you be comfortable sending a quick intro email? I can draft something for you.

Can I reach out to {{referral_name}} and mention that you suggested I call?

I'll send you an email with the profile. If someone comes to mind, just reply with their name.

Would it help if I sent you a short LinkedIn message you could forward to them?

Voicemail Script

Hi {{contact_name}}, this is {{your_name}} with {{your_company}}.

I was thinking about you and wanted to ask for your help with something.

We're looking to connect with more {{target_role}}s like the folks you know, and I'm wondering if you might have anyone in your network who'd be a good fit.

Give me a call when you have a minute: {{your_phone}}. I'll also send you a quick email with more details.

Thanks so much—talk soon!

Variables to Customize

{{contact_name}}Your existing contact's name
{{your_name}}Your first name
{{your_company}}Your company name
{{reason_for_call}}Why you thought of them (recent project, news, etc.)
{{current_work_or_relationship}}Your existing relationship with them
{{their_company}}Their company name
{{target_role}}The role/title you want introductions to
{{target_company_type}}Type of companies you're targeting
{{pain_point}}The problem you solve
{{referral_name}}The name of the person they referred
{{reference_company_1}}First reference customer
{{reference_company_2}}Second reference customer
{{reference_company}}Reference company for results
{{specific_outcome}}Result you've achieved for customers
{{specific_result}}Specific result for reference
{{target_profile}}Description of your ideal referral
{{industry}}Target industry
{{your_phone}}Your callback number

Perfect For

  • Account executives looking to expand their network through warm introductions
  • Sales reps leveraging existing customer relationships
  • Business development reps building pipeline through referrals
  • Founders and consultants growing through word-of-mouth
  • Anyone with happy customers or strong professional relationships
  • Teams focused on high-quality, warm outreach over cold prospecting

Not Ideal For

  • Sales reps with no existing relationships to leverage
  • New salespeople who haven't built a network yet
  • Transactional sales with no ongoing customer relationships
  • Reps who have burned bridges with their contacts
  • Industries where referrals are uncommon or inappropriate

Pro Tips

Ask for referrals when the relationship is strong—after a successful project or positive interaction

Be specific about who you're looking for. Vague asks get vague responses.

Make it easy for them. Offer to draft the intro email or LinkedIn message.

Explain what's in it for the referral—not just for you, but for the person being referred

Follow up on every referral, even if it doesn't pan out. Let your contact know what happened.

Thank your referrer profusely. Send a note, small gift, or at minimum a heartfelt email.

Ask every happy customer for referrals—most people don't ask, so they never receive

Time it right: ask when they're most satisfied (after a win or positive review)

Common Mistakes

Asking too early in the relationship before trust is built

Being vague about who you're looking for—specificity helps

Not making it easy for the referrer to say yes

Forgetting to follow up after they give a referral

Not thanking them or keeping them informed on the outcome

Asking everyone, including unhappy customers or weak relationships

Putting them on the spot without giving them time to think

Not explaining what's in it for the person being referred

Practice Exercises

1

Practice explaining your ideal referral profile in 15 seconds or less

2

Role-play asking for referrals from a happy customer

3

Practice handling 'I can't think of anyone' smoothly

4

Draft 3-5 different intro email templates for your contacts to use

5

Practice asking for referrals at the end of every successful interaction

6

Create a list of 20 contacts you could ask for referrals today

Tone & Delivery

Warm, grateful, and non-pushy. You're asking for a favor, so be appreciative. Make it clear there's no pressure, and that you value the relationship regardless of whether they provide a referral. Be specific and make it easy for them to help. Express genuine gratitude for any introductions, even if they don't convert.

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