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Prompt · Sales Representatives

Referral Program Design

Use this when you want to design a referral program that incentivizes existing customers to refer new leads.

All 18 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. 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

  1. Ask for any missing inputs from the list above before starting.
  2. Brainstorm 5–7 creative reward ideas that align with the business and customer segment.
  3. Provide a step-by-step setup guide covering: program structure, referral tracking, reward delivery, and promotion.
  4. Suggest features that boost customer loyalty (e.g., tiered rewards, gamification, social sharing).
  5. 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?