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referral-program

When the user wants to create, optimize, or analyze a referral, affiliate, or word-of-mouth program — 'ambassador,' 'viral loop,' 'refer a friend,' 'partner program,' 'referral incentive,' 'affiliate payout.' For launch-specific virality, see launch-strategy.

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Files included (4)

  • SKILL.md6.3 KB
  • evals/evals.json6.4 KB
  • references/affiliate-programs.md4.1 KB
  • references/program-examples.md3.2 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

Referral & Affiliate Programs

Design and optimize programs that turn customers into growth engines.

Before Starting

Product context: If .agents/product-marketing-context.md exists (or .claude/product-marketing-context.md in older setups), read it first and tailor output to it; only ask for what it doesn't cover.

Gather (ask if not provided):

  1. Program Type — customer referral, affiliate, or both? B2B or B2C? Average customer LTV? Current CAC from other channels?
  2. Current State — existing program? Referral rate (% who refer)? Incentives tried?
  3. Product Fit — shareable product? Network effects? Do customers naturally talk about it?
  4. Resources — tools/platforms in use or considered? Budget for incentives?

Referral vs. Affiliate

Customer referral programs — best for existing customers recommending to their network, products with natural word-of-mouth, lower-ticket or self-serve products. Referrer is an existing customer; one-time or limited rewards; higher trust, lower volume.

Affiliate programs — best for reaching audiences you don't have access to (content creators, influencers, bloggers) and higher-ticket products that justify commissions. Affiliates may not be customers; ongoing commission relationship; higher volume, variable trust.


Referral Program Design

The Referral Loop

Trigger Moment → Share Action → Convert Referred → Reward → (Loop)

Step 1: Identify Trigger Moments

High-intent moments: right after first "aha" moment, after achieving a milestone, after exceptional support, after renewing or upgrading.

Step 2: Design Share Mechanism

Ranked by effectiveness:

  1. In-product sharing (highest conversion)
  2. Personalized link
  3. Email invitation
  4. Social sharing
  5. Referral code (works offline)

Step 3: Choose Incentive Structure

  • Single-sided (referrer only): simpler, works for high-value products
  • Double-sided (both parties): higher conversion, win-win framing
  • Tiered: gamifies referrals, increases engagement

For examples and incentive sizing: See references/program-examples.md


Program Optimization

Improving Referral Rate

Few customers referring: ask at better moments, simplify sharing, test different incentive types, make referral prominent in product.

Referrals not converting: improve landing experience for referred users, strengthen incentive for new users, make referrer's endorsement visible.

A/B Tests to Run

  • Incentive: amount, type, single vs. double-sided, timing
  • Messaging: program description, CTA copy, landing page copy
  • Placement: where and when the referral prompt appears

Common Problems & Fixes

ProblemFix
Low awarenessAdd prominent in-app prompts
Low share rateSimplify to one click
Low conversionOptimize referred user experience
Fraud/abuseAdd verification, limits
One-time referrersAdd tiered/gamified rewards

Measuring Success

Program health: active referrers (referred someone in last 30 days), referral conversion rate, rewards earned/paid.

Business impact: % of new customers from referrals, CAC via referral vs. other channels, LTV of referred customers, program ROI.

Typical findings: referred customers have 16-25% higher LTV, 18-37% lower churn, and refer others at 2-3x rate.


Launch Checklist

Before Launch

  • Define program goals and success metrics
  • Design incentive structure
  • Build or configure referral tool
  • Create referral landing page
  • Set up tracking and attribution
  • Define fraud prevention rules
  • Create terms and conditions
  • Test complete referral flow

Launch

  • Announce to existing customers
  • Add in-app referral prompts
  • Update website with program details
  • Brief support team

Post-Launch (First 30 Days)

  • Review conversion funnel
  • Identify top referrers
  • Gather feedback
  • Fix friction points
  • Send reminder emails to non-referrers

Email Sequences

Referral Program Launch

Subject: You can now earn [reward] for sharing [Product]

We just launched our referral program!

Share [Product] with friends and earn [reward] for each signup.
They get [their reward] too.

[Unique referral link]

1. Share your link
2. Friend signs up
3. You both get [reward]

Referral Nurture Sequence

  • Day 7: Remind about referral program
  • Day 30: "Know anyone who'd benefit?"
  • Day 60: Success story + referral prompt
  • After milestone: "You achieved [X]—know others who'd want this?"

Affiliate Programs

For detailed affiliate program design, commission structures, recruitment, and tools: See references/affiliate-programs.md


Task-Specific Questions

  1. What type of program (referral, affiliate, or both)?
  2. Customer LTV and current CAC?
  3. Existing program or starting from scratch?
  4. What tools/platforms are you considering?
  5. Budget for rewards/commissions?
  6. Is your product naturally shareable?

Tool Integrations

For implementation, see the tools registry. Key tools:

ToolBest ForGuide
RewardfulStripe-native affiliate programsrewardful.md
ToltSaaS affiliate programstolt.md
Mention MeEnterprise referral programsmention-me.md
Dub.coLink tracking and attributiondub-co.md
StripePayment processing (for commission tracking)stripe.md

Related Skills

  • launch-strategy — launching the referral program effectively
  • email-sequence — referral nurture campaigns
  • marketing-psychology — understanding referral motivation
  • analytics-tracking — tracking referral attribution

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