Playbooks / Professional Services / Retainers + Renewals
Referral + Testimonial Asks
Timing-based asks after wins: a specific, short request referencing the work just delivered. Approval before send.
How to run it
Open Professional Services > Retainers + Renewals > Referral + Testimonial Asks in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Referral + Testimonial Asks workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Timing-based asks after wins: a specific, short request referencing the work just delivered. Approval before send.
Put this workflow to work.
The Professional Services agent ships with this one installed. Open the demo and ask it to run the Referral + Testimonial Asks workflow on something of yours.