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Referral partnership

Proposes sending each other customers when one of you can't help, between businesses that serve the same clients.

Partnerships

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Subject lines

  • Sending each other work(used in the template)
  • Sending each other work
  • Clients we could share

Follow-ups reply in the same thread, so they’re sent as “Re:” the first subject.

The sequence: 2 emails

  1. Email 1 · day 1

    Sending each other work

    Hi {{first_name}}, I'm a commercial photographer. Clients often ask me to recommend someone for brand identity work, and I'd like to be able to point them to a studio I trust. I suspect {{company}} has the opposite question now and then: clients who need product or team photography. Would you be open to a short call to see if we'd be a good fit to refer each other? {{sender_first_name}}

  2. Email 2 · day 7 (6 days after the previous one, if there’s no reply)

    Re: Sending each other work

    Hi {{first_name}}, No commitment involved. If it helps, I'm happy to send the next brand project I come across your way first, and we can see how it goes. {{sender_first_name}}

{{first_name}} and similar are filled from each lead; after a “|” is the text used when the field is empty. Written for a commercial photographer writing to a branding agency.

When to use it

When you regularly meet clients who need something you don't do, and the other business does it well.

Why it works

  • It starts from a real situation you both face: turning down work.
  • No money needs to change hands at the start, which keeps it simple.
  • Offering to send the first referral shows good faith.

How to adapt it

  • Describe the overlap from your side honestly.
  • Only offer referral fees if you're sure it's allowed in your industry.

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