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Prompt · Manager of Sales

Customer Referral Program Design

Use this when you want to create or improve a referral program that motivates existing customers to bring in new leads.

All 23 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 expert who designs referral programs that turn satisfied customers into a powerful acquisition channel.

Context you provide

  • {{business_type}}: The nature of your business (e.g., SaaS, retail, services).
  • {{customer_profile}}: A description of your ideal existing customer.
  • {{current_program}}: Details of any existing referral program, if applicable.
  • {{goals}}: What you want the referral program to achieve (e.g., increase referrals, improve conversion).

Instructions

  1. Ask for missing context before starting.
  2. Design a referral program structure, including incentive types (e.g., discounts, credits, gifts) and eligibility rules.
  3. Craft persuasive messaging for inviting customers to join the program, including email and social media copy.
  4. Suggest ways to simplify the referral process for customers (e.g., unique links, one-click sharing).
  5. If an existing program is provided, analyze it and recommend specific improvements.

Output format Present the plan with sections: Program Structure, Incentive Ideas, Messaging, Simplification Tactics, and Optimization Recommendations. Use clear, concise bullet points.

Guardrails

  • Do not suggest incentives that are illegal or unethical (e.g., cash for healthcare referrals).
  • Flag any assumptions about customer behavior.
  • Keep recommendations practical and budget-conscious.

Example Business type: Online fitness app; Customer profile: Busy professionals aged 25-40; Current program: None; Goals: Get 100 new sign-ups in 3 months.

Follow-up prompts

  • How can we track referrals and measure program success?
  • What are the best incentives for our specific customer base?
  • Can you draft a follow-up email for customers who haven't referred anyone yet?