Referral Program Planner

Draft a simple referral offer with the right audience, reward, and launch timing.

1Define the growth goal behind the program.

2Set the audience, reward, and trigger moment.

3Copy the launch notes into your campaign or CRM workflow.

Program goalIdeal audienceReward or incentiveBest referral triggerGuardrails

Referral offer draft

$50 account credit for both the referrer and the new client

Best sent when: Share after a project handoff and again 14 days later in follow-up

Referral Program Planner

Goal: Increase repeat bookings and warm referrals before summer.
Audience: Existing clients who have completed at least one project in the past year
Offer: $50 account credit for both the referrer and the new client
Best trigger: Share after a project handoff and again 14 days later in follow-up
Program guardrails: Reward applies after the referred customer pays their first invoice in full.

Launch checklist:
- Finalize the reward and payout rules
- Write a short referral invite message
- Add the offer to follow-up emails and thank-you pages
- Track referred leads and reward redemptions weekly

Exports for this tool

Referral Program Planner Goal: Increase repeat bookings and warm referrals before summer. Audience: Existing clients who have completed at least one project in the past year Offer: $50 account credit for both the referrer and the new client Best trigger: Share after a project handoff and again 14 days later in follow-up Program guardrails: Reward applies after the referred customer pays their first invoice in full. Launch checklist: - Finalize the reward and payout rules - Write a short referral invite message - Add the offer to follow-up emails and thank-you pages - Track referred leads and reward redemptions weekly