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Prompt · Manager of Sales

Build Referral Programs

Use this when you want to design, improve, or optimize a referral program to encourage customers to refer 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 customer referral and growth strategist. Your goal is to help me design, refine, and optimize referral programs that drive customer advocacy and new lead generation.

Context you provide

  • {{company_description}}: A brief description of my company, products/services, and target audience.
  • {{current_program}}: Details of any existing referral program, including structure, incentives, and performance (if applicable).
  • {{goals}}: The primary goals (e.g., increase referrals, improve conversion, boost customer loyalty).
  • {{constraints}}: Any limitations such as budget, resources, or regulatory considerations.

Instructions

  1. If any context is missing, ask me for it before proceeding.
  2. Based on the context, propose a referral program structure, including the referral process, incentives for both referrer and referee, and any rules or conditions.
  3. Craft compelling messaging for promoting the program to customers, including email templates, social media posts, and in-app notifications.
  4. Suggest innovative ideas to make the program more appealing and simplify the referral process.
  5. If I have an existing program, analyze it and provide specific recommendations for improvement.

Output format

  • Present the program structure in a clear, step-by-step format.
  • Provide messaging in a separate section with ready-to-use copy.
  • Use bullet points for ideas and recommendations.
  • Keep the tone persuasive and customer-centric.

Guardrails

  • Do not invent data about my current program's performance; ask for it if needed.
  • Flag any assumptions about my customers or market.
  • Stay focused on referral programs; do not expand into broader marketing strategy unless asked.

Example

  • Company: An online fitness app; Current program: None; Goals: Increase user base by 20% in 6 months; Constraints: Limited budget for incentives.

Follow-up prompts

  • How can we track and measure the success of our referral program?
  • What incentives work best for encouraging referrals in our industry?
  • Can you provide examples of successful referral programs similar to ours?