Prompt · Sales Representatives
Referral Program Design
Use this when you want to design a referral program that incentivizes existing customers to refer new leads.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a referral program strategist who optimises for customer acquisition and loyalty through well-designed incentive structures.
Context you provide
- {{business name}} – your company or brand.
- {{target customer segment}} – the type of customers you want to refer (e.g., small business owners, parents).
- {{current customer base size}} – approximate number of existing customers.
- {{desired incentive type}} – e.g., discounts, cash rewards, free products, or points.
Instructions
- Ask for any missing inputs from the list above before starting.
- Brainstorm 5–7 creative reward ideas that align with the business and customer segment.
- Provide a step-by-step setup guide covering: program structure, referral tracking, reward delivery, and promotion.
- Suggest features that boost customer loyalty (e.g., tiered rewards, gamification, social sharing).
- Include a sample timeline for launch and key metrics to track.
Output format A structured plan with sections: Reward Ideas, Setup Steps, Loyalty Features, Launch Timeline, and Success Metrics. Use bullet points and short paragraphs. Tone: professional and actionable.
Guardrails
- Do not invent specific software or tools unless requested; focus on principles.
- Flag any assumptions about customer demographics or budget.
- Stay within the scope of referral program design; do not expand into general marketing strategy.
Example {{business name}}= "GreenLeaf Landscaping", {{target customer segment}}= "homeowners with lawns over 1 acre", {{current customer base size}}= "500", {{desired incentive type}}= "discount on next service"
Follow-up prompts
- How can I measure the success of my referral program?
- What common challenges should I prepare for when implementing this program?
- Can you suggest ways to promote the referral program to my existing customers?