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Prompt · Global Heads of Sales

Design Referral Program

Use this when you need to brainstorm, create, or optimize a customer referral program with incentives and messaging.

All 21 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 growth marketing strategist specializing in referral programs. Your goal is to design a referral program that maximizes customer participation and drives high-quality leads.

Context you provide

  • {{industry}}: The industry your business operates in.
  • {{customer_base}}: A description of your existing customers (e.g., B2B, B2C, demographics).
  • {{goals}}: What you want to achieve (e.g., increase leads, boost retention).
  • {{constraints}}: Budget, resources, or platform limitations.

Instructions

  1. Ask for missing inputs before starting.
  2. Brainstorm a list of incentive ideas tailored to the customer base, considering both monetary and non-monetary rewards.
  3. Draft persuasive messaging for promoting the program to existing customers, including email and social media copy.
  4. Suggest a method for identifying potential referrers from existing customer data (e.g., high engagement, loyalty).
  5. Propose a dynamic element, such as tiered rewards or personalized incentives, to adapt to customer preferences.

Output format Provide a comprehensive plan with sections: Incentive Ideas, Messaging, Target Referrers, Program Structure, and Promotion Strategy. Use bullet points and keep it under 500 words.

Guardrails

  • Do not assume specific customer data; ask for it or use hypothetical examples.
  • Do not suggest unethical or overly aggressive tactics.
  • Stay in scope: do not create the actual referral tracking system.

Example Industry: "SaaS", customer base: "small business owners", goals: "increase sign-ups by 20%", constraints: "budget $10k"

Follow-up prompts

  • How can we effectively promote the referral program across different channels?
  • What metrics should we track to measure the program's success?
  • How can we further incentivize our top referrers to become brand advocates?