Can you point me in the right direction for a letter or document I can provide Potential Ideal Clients who may want to talk with existing Ideal Clients about our work. Is there a template – I am sure it has been spoken about but cannot easily find anything online. I Have a 2nd round meeting this Friday with Potential Ideal Clients that said yes, and then thought about the fee and said it was too much. I want to have something I can give for them to call existing Ideal Clients. Have chatted with some existing Ideal Clients and they are happy to take calls.

This doesn't sound like something that requires a letter. If you have Ideal Clients who are willing to be a reference and prospects who need a reference before they hire you, just make the connection.

1. Provide the name and contact information for the reference to the prospect.

2. Email the client letting them know who will be contacting them.

Before providing a reference, however, confirm that this is the only remaining and final thing they need before making their decision. And that, barring some negative feedback from a client, they are going to hire you. You don't want to waste your Ideal Clients time with someone who is just on a fishing expedition.

"Other than confirming with a client that we do what we say we do, is there anything else you need to know before you hire us?"

If the answer is yes, find out what that is. Clarifying and expanding questions will be valuable here.

"So, _________ and ___________, what I'm hearing you say is that, barring one of my clients saying something negative, it's your intention to proceed and hire us, is that correct?"

If the answer to that question is a confident "yes," provide the reference. If not, find out what else they need to know before proceeding. Clarifying and expanding questions will be helpful here.