Agency & Client Services · Playbook

Name who you want to meet. Make it easy to say yes or no.

A referral ask for a happy client, with a defined target introduction and a short note they can forward.

IncludedNative Claude Skill + plain .md for ChatGPT, Gemini & every LLM

Happy clients seldom refer, mostly because nobody asks in a way they can act on. "Know anyone who needs us?" sends them searching their memory, judging who qualifies, and writing the introduction themselves. Most will not.

Referral Request starts by checking that the client is genuinely pleased, then defines the introduction you want: a role, a company type, and a likely route. It writes a three-paragraph ask with an easy out, a 60-word blurb in the client's voice, and a single follow-up. Nothing in it asks for a name you cannot justify.

What you get

What it produces.

  • →A one-sentence definition of the ideal introduction
  • →A short ask with a no-pressure out
  • →A 60-word forwardable note in the client's voice
  • →A single follow-up and a thank-you
Who it's for
  • ✦Agency owners with satisfied clients and no referral habit
  • ✦Consultants finishing a successful project
  • ✦Freelancers who want introductions without discomfort
What's included
  • →referral-request.zip: a native Claude Skill. Upload to Settings → Skills in Claude, or unzip to ~/.claude/skills/
  • →referral-request-skill.md: plain markdown. Works in ChatGPT Custom GPTs, Gemini, Claude Projects, agent system prompts, anywhere
  • →A README inside the zip with install steps for Claude, ChatGPT, and Gemini
Delivery
Emailed within 60 seconds of payment
Compatibility
Claude, ChatGPT, Gemini, any LLM
License
One-time purchase, yours to keep
One-time purchase
$12.99
Yours to keep
No subscription · free updates within v1.x

Works as a Claude Skill (.zip) and as a plain .md for ChatGPT, Gemini & every LLM
Delivered to your email within 60 seconds · Secured by Stripe
Price includes UK VAT where applicable

Questions

Before you buy.

How is this different from just asking Claude directly?

Asked cold, Claude writes a warm but vague request that asks the client to think of anyone. This names the type of person you want, supplies a ready-to-forward blurb, and builds in an easy no.

How is this different from a Tool?

Playbooks are systematically produced to a fixed template and priced accordingly ($12.99). Tools are hand-built, one at a time, and go deeper ($39 to $199). A Playbook gives you a reliable method for routine work; a Tool is for when the judgment matters more than the format.

Will this work with ChatGPT, Gemini, and other LLMs?

Yes. You get a native Claude Skill (.zip) that auto-invokes in Claude, plus a plain .md you can paste into a ChatGPT Custom GPT, a Gemini system prompt, or any LLM. The procedure travels with the file.

Can I share this with my team?

It's licensed for your own personal and professional use. The output it produces is yours to circulate. To put the Playbook itself in the hands of a whole team, email hello@authority.md about team licensing.

What if it doesn't work for me?

If the file hasn't been delivered, or arrives defective or empty, we refund in full: see our refund policy.

More Agency & Client Services Playbooks

Other Playbooks.