Referral Letter Template

A referral letter introduces two contacts who should know each other.

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[[Sender Name]]
[[Date]]

[[Recipient Name]]

Dear [[Recipient Name]],

I'd like to introduce you to [[Referred Person]] of [[Their Company]]. They [[what they do / why relevant to recipient]].

[[Recipient Name]], you mentioned you were looking for [[recipient's need]] — [[Referred Person]] may be able to help.

[[Referred Person]], [[Recipient Name]] is [[recipient's context]]. I'll let you both take it from here.

Best,
[[Sender Name]]

What to fill in

The referred person and their relevance
The recipient's stated need
A line of context for each side
Your sign-off

Tips

Get both parties' OK before connecting them.

Explain why the intro helps each side.

Keep it short — let them take over.

FAQ

Should I CC both people?

Yes, a single email CC'ing both is the cleanest referral. Ask permission first if the relationship is sensitive.

By Tracy Walsh, business writing coach

Referral Letter Template

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What to fill in

Tips

FAQ

Should I CC both people?

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