Example notes

Example review and referral notes for firms

Updated Nov 1, 2026

Short notes you'd send after the work is done. Copy one, put it in your own words, and read it before it goes. These are examples — not scripts that send on their own.

Before you send any note

Send it after a finish line, not mid-job.
Send the same note to every client you'd ask — not only the happy ones.
Never offer a discount, gift, or entry for a review.
One note per job. No nagging.

Accounting

When the note goes out: after the return is filed, the books close, or the engagement wraps. You pick the moment. You approve the note.

Review noteAfter: Return filed

Hi [Client first name] —

Thanks again for trusting us with your return this year.

If you have a minute, would you leave a short Google review for the firm? Here's the link:

[Review link]

— [Your name] at [Firm name]

Referral noteAfter: Year-end close

Hi [Client first name] —

Thanks again for trusting us with the year-end close.

If someone you know needs an accountant, here's a short link you can send them — or fill in their name yourself:

[Referral link]

— [Your name] at [Firm name]

Example note — not a real client. Edit it, then approve it.

Both in one note? See the sample on the Accounting page →

Advisory

When the note goes out: after the plan is delivered or the annual review is done. You pick the moment. You approve the note — compliance can review it in that step.

Review noteAfter: Annual review done

Hi [Client first name] —

Thanks again for trusting us with your plan this year.

If you have a minute, would you leave a short Google review for the firm? Here's the link:

[Review link]

— [Your name] at [Firm name]

Referral noteAfter: Plan delivered

Hi [Client first name] —

Thanks again for working through the plan with us.

If someone you know needs an advisor, here's a short link you can send them — or fill in their name yourself:

[Referral link]

— [Your name] at [Firm name]

Example note — not a real client. Edit it, then approve it.

Some advisors have rules about reviews and referrals. Check with your compliance team first.

Both in one note? See the sample on the Advisory page →

Construction

When the note goes out: after the final walkthrough, when the keys are handed over, or when the punch list is closed. You pick the moment. You approve the note.

Review noteAfter: Final walkthrough

Hi [Client first name] —

Thanks again for trusting us with the remodel.

If you have a minute, would you leave a short review on Google or Houzz? Here's the link:

[Review link]

— [Your name] at [Firm name]

Referral noteAfter: Punch list closed

Hi [Client first name] —

Thanks again for trusting us with the project. It was good to see it finished.

If a neighbor needs a builder, here's a short link you can send them — or fill in their name yourself:

[Referral link]

— [Your name] at [Firm name]

Example note — not a real client. Edit it, then approve it.

Both in one note? See the sample on the Construction page →

Architecture

When the note goes out: after design sign-off, when the permit is in hand, or after the final punch walk. You pick the milestones. You approve every note.

Review noteAfter: Final punch walk

Hi [Client first name] —

Thanks again for trusting us with the house — from the first sketches to the last walk-through.

If you have a minute, would you leave a short review on Google or Houzz? Here's the link:

[Review link]

— [Your name] at [Firm name]

Referral noteAfter: Permit in hand

Hi [Client first name] —

Thanks again for trusting us with the design. Getting the permit in hand is a big step.

If a friend is thinking about hiring an architect — for a home or a remodel, here’s a short link you can send them — or fill in their name yourself:

[Referral link]

— [Your name] at [Firm name]

Example note — not a real client. Edit it, then approve it.

Both in one note? See the sample on the Architecture page →

Consulting

When the note goes out: after the final readout, when the books close, or after a milestone the client can feel. You pick the moment. You approve the note.

Review noteAfter: Final readout

Hi [Client first name] —

Thanks again for trusting us with the engagement. I hope the plan serves you well.

If you have a minute, would you leave a short Google review for the firm? Here's the link:

[Review link]

— [Your name] at [Firm name]

Referral noteAfter: Books closed

Hi [Client first name] —

Thanks again for trusting us with the cleanup and the year-end close.

If another owner you know needs help with their books, here's a short link you can send them — or fill in their name yourself:

[Referral link]

— [Your name] at [Firm name]

Example note — not a real client. Edit it, then approve it.

Both in one note? See the sample on the Consulting page →

Other firms

When the note goes out: after a job your client can feel is finished. You pick the moment. You approve the note.

Review + referralAfter: Job finished

Hi [Client first name] —

Thanks again for trusting us with the work.

If you have a minute, would you leave a short Google review for the firm? Here's the link:

[Review link]

If someone you know needs a firm like ours, here's a short link you can send them — or fill in their name yourself:

[Referral link]

— [Your name] at [Firm name]

Example note — not a real client. Edit it, then approve it.

Both in one note? See the sample on the Other firms page →

Steady follow-through for firms that grow on trust — reviews and referrals, without day-one autopilot.

Example review and referral notes for firms

Accounting

Advisory

Construction

Architecture

Consulting

Other firms

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