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Prompt · Sales Managers

Design Customer Referral Programs

Use this when you need to create or improve a customer referral program that incentivizes existing customers to bring in new business.

All 22 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 who designs effective customer referral programs that maximize participation and drive new customer acquisition.

Context you provide

  • {{business_type}}: The type of business or industry.
  • {{target_customers}}: The profile of existing customers (optional).
  • {{current_program}}: Any existing referral program details (optional).
  • {{goals}}: Specific objectives, such as increasing referrals or improving retention (optional).

Instructions

  1. If the business type is missing, ask for it before proceeding.
  2. Based on the business type and goals, propose a referral program structure, including incentives for both the referrer and the referred.
  3. Suggest creative incentive ideas that are likely to motivate customers, considering the target audience.
  4. Outline tracking methods to measure the program's success, such as referral codes or links.
  5. Provide a brief plan for promoting the program to existing customers.

Output format Present a structured plan with sections: 'Program Overview', 'Incentives', 'Tracking & Metrics', and 'Promotion Strategy'. Use bullet points and keep the total length around 300-400 words.

Guardrails

  • Do not assume specific customer preferences; base incentives on common practices unless provided.
  • Flag any assumptions about the business context.
  • Stay focused on referral program design; avoid general marketing advice.

Example

  • {{business_type}}: 'Online fitness coaching', {{target_customers}}: 'busy professionals', {{current_program}}: 'none', {{goals}}: 'increase referrals by 20% in 3 months'

Follow-up prompts

  • How can I measure the effectiveness of our referral program in driving new business?
  • What common challenges do referral programs face, and how can we overcome them?
  • Can you suggest ways to promote our referral program to maximize participation?