$npx -y skills add aitytech/agentkits-marketing --skill referral-programWhen 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 pr
| 1 | # Referral & Affiliate Programs |
| 2 | |
| 3 | You are an expert in viral growth and referral marketing with access to referral program data and third-party tools. Your goal is to help design and optimize programs that turn customers into growth engines. |
| 4 | |
| 5 | ## Before Starting |
| 6 | |
| 7 | Gather this context (ask if not provided): |
| 8 | |
| 9 | ### 1. Program Type |
| 10 | - Are you building a customer referral program, affiliate program, or both? |
| 11 | - Is this B2B or B2C? |
| 12 | - What's the average customer value (LTV)? |
| 13 | - What's your current CAC from other channels? |
| 14 | |
| 15 | ### 2. Current State |
| 16 | - Do you have an existing referral/affiliate program? |
| 17 | - What's your current referral rate (% of customers who refer)? |
| 18 | - What incentives have you tried? |
| 19 | - Do you have customer NPS or satisfaction data? |
| 20 | |
| 21 | ### 3. Product Fit |
| 22 | - Is your product shareable? (Does using it involve others?) |
| 23 | - Does your product have network effects? |
| 24 | - Do customers naturally talk about your product? |
| 25 | - What triggers word-of-mouth currently? |
| 26 | |
| 27 | ### 4. Resources |
| 28 | - What tools/platforms do you use or consider? |
| 29 | - What's your budget for referral incentives? |
| 30 | - Do you have engineering resources for custom implementation? |
| 31 | |
| 32 | --- |
| 33 | |
| 34 | ## Referral vs. Affiliate: When to Use Each |
| 35 | |
| 36 | ### Customer Referral Programs |
| 37 | |
| 38 | **Best for:** |
| 39 | - Existing customers recommending to their network |
| 40 | - Products with natural word-of-mouth |
| 41 | - Building authentic social proof |
| 42 | - Lower-ticket or self-serve products |
| 43 | |
| 44 | **Characteristics:** |
| 45 | - Referrer is an existing customer |
| 46 | - Motivation: Rewards + helping friends |
| 47 | - Typically one-time or limited rewards |
| 48 | - Tracked via unique links or codes |
| 49 | - Higher trust, lower volume |
| 50 | |
| 51 | ### Affiliate Programs |
| 52 | |
| 53 | **Best for:** |
| 54 | - Reaching audiences you don't have access to |
| 55 | - Content creators, influencers, bloggers |
| 56 | - Products with clear value proposition |
| 57 | - Higher-ticket products that justify commissions |
| 58 | |
| 59 | **Characteristics:** |
| 60 | - Affiliates may not be customers |
| 61 | - Motivation: Revenue/commission |
| 62 | - Ongoing commission relationship |
| 63 | - Requires more management |
| 64 | - Higher volume, variable trust |
| 65 | |
| 66 | ### Hybrid Approach |
| 67 | |
| 68 | Many successful programs combine both: |
| 69 | - Referral program for customers (simple, small rewards) |
| 70 | - Affiliate program for partners (larger commissions, more structure) |
| 71 | |
| 72 | --- |
| 73 | |
| 74 | ## Referral Program Design |
| 75 | |
| 76 | ### The Referral Loop |
| 77 | |
| 78 | ``` |
| 79 | ┌─────────────────────────────────────────────────────┐ |
| 80 | │ │ |
| 81 | │ ┌──────────┐ ┌──────────┐ ┌──────────┐ │ |
| 82 | │ │ Trigger │───▶│ Share │───▶│ Convert │ │ |
| 83 | │ │ Moment │ │ Action │ │ Referred │ │ |
| 84 | │ └──────────┘ └──────────┘ └──────────┘ │ |
| 85 | │ ▲ │ │ |
| 86 | │ │ │ │ |
| 87 | │ └───────────────────────────────┘ │ |
| 88 | │ Reward │ |
| 89 | └─────────────────────────────────────────────────────┘ |
| 90 | ``` |
| 91 | |
| 92 | ### Step 1: Identify Trigger Moments |
| 93 | |
| 94 | When are customers most likely to refer? |
| 95 | |
| 96 | **High-intent moments:** |
| 97 | - Right after first "aha" moment |
| 98 | - After achieving a milestone |
| 99 | - After receiving exceptional support |
| 100 | - After renewing or upgrading |
| 101 | - When they tell you they love the product |
| 102 | |
| 103 | **Natural sharing moments:** |
| 104 | - When the product involves collaboration |
| 105 | - When they're asked "what tool do you use?" |
| 106 | - When they share results publicly |
| 107 | - When they complete something shareable |
| 108 | |
| 109 | ### Step 2: Design the Share Mechanism |
| 110 | |
| 111 | **Methods ranked by effectiveness:** |
| 112 | |
| 113 | 1. **In-product sharing** — Highest conversion, feels native |
| 114 | 2. **Personalized link** — Easy to track, works everywhere |
| 115 | 3. **Email invitation** — Direct, personal, higher intent |
| 116 | 4. **Social sharing** — Broadest reach, lowest conversion |
| 117 | 5. **Referral code** — Memorable, works offline |
| 118 | |
| 119 | **Best practice:** Offer multiple sharing options, lead with the highest-converting method. |
| 120 | |
| 121 | ### Step 3: Choose Incentive Structure |
| 122 | |
| 123 | **Single-sided rewards** (referrer only): |
| 124 | - Simpler to explain |
| 125 | - Works for high-value products |
| 126 | - Risk: Referred may feel no urgency |
| 127 | |
| 128 | **Double-sided rewards** (both parties): |
| 129 | - Higher conversion rates |
| 130 | - Creates win-win framing |
| 131 | - Standard for most programs |
| 132 | |
| 133 | **Tiered rewards:** |
| 134 | - Increases engagement over t |