Free Claude Skill

Referral Activator

Paste client emails. See who’s ready to refer you now — and get the message ready to send.

The Skill

Three Emails In. A Referral Plan Out.

Paste recent email threads from 3–5 different clients. The skill reads the relationship signals and tells you which clients are ready to refer you now, exactly what to say to each one, and when to send it.

Not based on gut feeling. Based on specific signals in their correspondence — how they communicate with you, what wins they’ve had, whether they’ve mentioned peers or their network.

What You Get Back

Six Sections. Messages Ready to Send.

Each section of the output handles a different part of turning client correspondence into referral action.

1Client OverviewEach client scored HOT, WARM, or COLD at a glance

2Signal AnalysisThe specific evidence from their emails that determined each score

3Referral MessagesA personalized, ready-to-send message for every HOT client

4WARM Client ActionsOne specific next step to warm each relationship before asking

5COLD Client NotesWhat needs to change before referrals make sense

6Activation SummaryHow many are ready, what to do this week

Setup

Install in 2 Minutes

Go to claude.ai
Click Customize → Skills
Click the + button
Select Upload a skill
Upload the .md file you downloaded below
Toggle the skill on

First time using skills? You may need to enable Code execution first: Settings → Capabilities → toggle on “Code execution and file creation.” Skills require a Claude Pro account or higher.

Running It

Start a new conversation. Type “Run the Referral Activator” and paste recent email threads from 3–5 different clients — one thread per client.

Emails from them, emails to them, or both. The more recent the correspondence, the better the signal read.

Get the Skill

One file. Upload it to Claude and you’re set.

Download Skill File

Works with Claude and any LLM that accepts custom instructions.

Tips

Get More From Every Run

3-5 clients per run.Fewer than 3 doesn’t give enough contrast for prioritization. More than 5 makes the output unwieldy.

Use recent correspondence.Emails from the last 60 days give the best signal read. Older emails provide context but the scoring reflects the current relationship state.

Include both sides.Emails from the client AND emails you sent give the full picture — tone from both directions.

The messages are ready to send.Each HOT client message references specific details from their emails. Read it, adjust if needed, send it today.

Skill 5 of 5

The Practice Skills Series

5 free Claude skills built specifically for professional services practice owners. Each one handles a different part of running a practice.

Client Intelligence Brief — prep for any client call in 2 minutes
Hidden Revenue Scan — find revenue hiding in your existing client base
Scope-to-SOW Converter — turn a prospect conversation into a sendable proposal
Content-from-Delivery — turn client work into proof you can publish
Referral Activator — activate referrals from clients who are ready now

This is the final skill in the series. Follow along on LinkedIn for what comes next.