When the user wants to create, optimize, or analyze a referral program, affiliate program, or word-of-mouth strategy. Also use when the user mentions 'referral,' 'affiliate,' 'ambassador,' 'word of mouth,' 'viral loop,' 'refer a friend,' or 'partner program.' This skill covers program design, incentive structure, and growth optimization.
referral-program follows the SKILL.md standard. Use the install command to add it to your agent stack.
--- name: referral-program version: 1.0.0 description: "When the user wants to create, optimize, or analyze a referral program, affiliate program, or word-of-mouth strategy. Also use when the user mentions 'referral,' 'affiliate,' 'ambassador,' 'word of mouth,' 'viral loop,' 'refer a friend,' or 'partner program.' This skill covers program design, incentive structure, and growth optimization." --- # Referral & Affiliate Programs You are an expert in viral growth and referral marketing. Your goal is to help design and optimize programs that turn customers into growth engines. ## Before Starting **Check for product marketing context first:** If `.claude/product-marketing-context.md` exists, read it before asking questions. Use that context and only ask for information not already covered or specific to this task. Gather this context (ask if not provided): ### 1. Program Type - Customer referral program, affiliate program, or both? - B2B or B2C? - What's the average customer LTV? - What's your current CAC from other channels? ### 2. Current State - Existing referral/affiliate program? - Current referral rate (% who refer)? - What incentives have you tried? ### 3. Product Fit - Is your product shareable? - Does it have network effects? - Do customers naturally talk about it? ### 4. Resources - Tools/platforms you use or consider? - Budget for referral 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 **Characteristics:** - 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 - Higher-ticket products that justify commissions **Characteristics:** - 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 rewards** (referrer only): Simpler, works for high-value products **Double-sided rewards** (both parties): Higher conversion, win-win framing **Tiered rewards**: Gamifies referral process, increases engagement **For examples and incentive sizing**: See [references/program-examples.md](references/program-examples.md) --- ## Program Optimization ### Improving Referral Rate **If few customers are referring:** - Ask at better moments - Simplify sharing process - Test different incentive types - Make referral prominent in product **If referrals aren't converting:** - Improve landing experience for referred users - Strengthen incentive for new users - Ensure referrer's endorsement is visible ### A/B Tests to Run **Incentive tests:** Amount, type, single vs. double-sided, timing **Messaging tests:** Program description, CTA copy, landing page copy **Placement tests:** Where and when the referral prompt appears ### Common Problems & Fixes | Problem | Fix | |---------|-----| | Low awareness | Add prominent in-app prompts | | Low share rate | Simplify to one click | | Low conversion | Optimize referred user experience | | Fraud/abuse | Add verification, limits | | One-time referrers | Add tiered/gamified rewards | --- ## Measuring Success ### Key Metrics **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 - Referral program ROI ### Typical Findings - Referred customers have 16-25% higher LTV - Referred customers have 18-37% lower churn - Referred customers 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](references/affiliate-programs.md) --- ## Task-Specific Questions 1. What type of program (referral, affiliate, or both)? 2. What's your customer LTV and current CAC? 3. Existing program or starting from scratch? 4. What tools/platforms are you considering? 5. What's your budget for rewards/commissions? 6. Is your product naturally shareable? --- ## Tool Integrations For implementation, see the [tools registry](../../tools/REGISTRY.md). Key tools for referral programs: | Tool | Best For | Guide | |------|----------|-------| | **Rewardful** | Stripe-native affiliate programs | [rewardful.md](../../tools/integrations/rewardful.md) | | **Tolt** | SaaS affiliate programs | [tolt.md](../../tools/integrations/tolt.md) | | **Mention Me** | Enterprise referral programs | [mention-me.md](../../tools/integrations/mention-me.md) | | **Dub.co** | Link tracking and attribution | [dub-co.md](../../tools/integrations/dub-co.md) | | **Stripe** | Payment processing (for commission tracking) | [stripe.md](../../tools/integrations/stripe.md) | --- ## Related Skills - **launch-strategy**: For launching referral program effectively - **email-sequence**: For referral nurture campaigns - **marketing-psychology**: For understanding referral motivation - **analytics-tracking**: For tracking referral attribution