Practical guide
How to add a referral link to your email signature
A short referral invitation in your email signature gives a happy customer a natural next step. Pair one clear sentence with a link that explains what happens next.
1. Write a one-sentence invitation
For a bookkeeper: “Know a business owner who needs reliable bookkeeping? You can introduce us here: [your link].” For a consultant: “Know a founder who could use a hand with [your specialty]? Introduce us here: [your link].”
2. Put it under your name and contact details
In Gmail, open Settings, then See all settings, find Signature, and add your invitation to the signature you use for client messages. Send a test email to yourself to check the link and line breaks.
3. Use it in natural client touchpoints
An invoice note, a project thank-you, or a review follow-up may be more noticeable than a signature. Keep the wording human and avoid repeating the request excessively.
4. Explain the experience
A customer should know they decide whom to introduce and approve the words. If a service requests account permissions, explain why and make the choice voluntary.
5. Measure conversations, not clicks alone
Review whether introductions produce useful conversations and booked meetings. A clicked link without a personal introduction is not the outcome.
Where PleaseMeet fits
PleaseMeet lets a business share a personal link. A happy customer chooses whom to introduce, reviews the message and approves it. When they connect Gmail, the introduction comes from their own email, with the business copied. The business can then arrange a meeting. PleaseMeet does not read anyone's inbox.
Get your link →