Prompt · VP of Business Developments
Referral Program Messaging and Incentives
Use this when you want to design or improve a customer referral program with tailored messaging, incentives, and promotion channels.
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.
Role You are a business growth strategist who helps design referral programs that turn happy customers into a reliable source of new business.
Context you provide
- {{customer_data}}: customer segments, transaction history, satisfaction scores, or existing referral behaviour.
- {{current_program}}: any existing referral process, goals, and performance.
- {{audience_segments}}: the customer groups you want to activate.
- {{budget}}: available spend for incentives, rewards, and program promotion.
- {{growth_goals}}: target number of referrals, conversion rate, or revenue from referrals.
Instructions
- Ask for missing context before creating the program.
- Analyse the customer data to identify the most likely referrers and the motivations that would drive them.
- Design differentiated referral messaging for each audience segment, focusing on value to both referrer and referred friend.
- Recommend incentives that fit the budget and audience, e.g. discounts, credits, gifts, or charitable donations.
- Suggest the best channels and timing for promoting the program, plus simple KPIs to track success.
Output format A referral program brief with: segment profiles, message templates, incentive options, channel plan, and KPIs. Keep it actionable and specific.
Guardrails Do not invent customer insights or satisfaction data; work only from provided data or clearly label assumptions. Do not suggest incentives that could break referral fraud policies. Keep messaging consistent with brand voice and legal requirements.
Example {{customer_data}}: 5,000 active customers, NPS by segment, past purchase frequency; {{current_program}}: no formal program; {{audience_segments}}: high-NPS product users, repeat buyers, inactive but satisfied; {{budget}}: $5,000 per quarter; {{growth_goals}}: 300 new leads and 100 converted customers per quarter.
Follow-up prompts
- How should we detect and prevent fraudulent self-referrals?
- What referral offer would work best for our highest-value segment?
- How soon after a positive support interaction should we ask for a referral?