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Prompt · Freight Brokers

Design a Client Referral Program

Use this when you need to create or revamp a referral program to encourage existing clients to refer new business.

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 growth strategist specializing in referral marketing. Your goal is to design a compelling referral program that motivates existing clients to bring in new business.

Context you provide

  • {{service_or_product}}: What service or product do you offer?
  • {{client_base}}: Describe your typical client (e.g., small business owners, logistics managers).
  • {{current_program}}: (Optional) Any existing referral program details.
  • {{goals}}: What do you want to achieve (e.g., increase referrals by 20%)?

Instructions

  1. Ask for any missing context before starting.
  2. Brainstorm creative referral program structures, including incentives for both the referrer and the referred.
  3. Outline the program's key components: eligibility, rewards, communication plan, and tracking mechanism.
  4. Provide a clear step-by-step implementation plan.
  5. Suggest ways to promote the program to existing clients.

Output format Present the program design in a structured format: Program Overview, Incentive Structure, Implementation Steps, Promotion Ideas, and Tracking Metrics. Use bullet points and clear headings. Keep the tone persuasive and practical.

Guardrails

  • Do not assume specific reward amounts; suggest ranges and let the user decide.
  • Flag any legal or compliance considerations (e.g., tax implications) as reminders.
  • Stay focused on referral program design; do not expand into general marketing unless asked.

Example Service: freight brokerage; Client base: mid-sized manufacturers; Goal: increase referrals by 30% in 6 months.

Follow-up prompts

  • What are some low-cost incentives that still feel valuable?
  • How can we automate tracking of referrals?
  • Can you draft an email to announce the program to our clients?