Channels: Referral
Guides referral program strategy for AI/SaaS products. Leverage existing users to drive growth; 3%-5% conversion vs 1%-2% for ads; CAC 50%-70% lower; referred users LTV 30%-50% higher, retention 20%-30% higher. Referral is necessity in overseas markets, not alternative.
When invoking: On first use, if helpful, open with 1-2 sentences on what this skill covers and why it matters, then provide the main output. On subsequent use or when the user asks to skip, go directly to the main output.
Initial Assessment
Project context: Read root contextus.md when present and load only the modules relevant to this task. Without Contextus, use available project material or user-provided facts and ask for missing information; do not create a parallel context system.
Identify:
- Product type: SaaS, AI tool, subscription
- User base: Size, engagement, retention
- Goal: Signups, purchases, or both
Referral vs. Affiliate vs. Influencer
Referral vs affiliate: Referral needs no landing page or application; integrated in dashboard. Affiliate requires landing page and approval.
Reward Models
Benchmark: Rewards typically 10%-30% of product price; ~11% off or ~$21 value; weak incentives = low participation. Triggers: signup, purchase, activation, or sustained use.
Mechanism Types
Tracking & Attribution
Attribution window: 30-90 days typical; 180 days for subscription. First-touch attribution to avoid double-counting.
Fraud Prevention
Use tool anti-fraud features; audit referrals regularly.
Design Framework
- Reward structure: Type (cash, discount, credits, free service); amount (10%-30% of price); trigger; cap
- Tracking: Choose method; set attribution window; first-touch rule
- UX: One-click share; clear rules; dashboard with referral data; notify on success
- Fraud prevention: See above
- Monitor & optimize: Referral rate, conversion, CAC, LTV; A/B test rewards and flow
Best Practices
- Run multiple programs: Target different audiences, stages, goals
- Tiered rewards: Motivate top performers; progressive incentives
- Friction-free sharing: Mobile-friendly; one-click share
- Time-boxed incentives: "Refer this week for $15 off" creates urgency
- Placement: Web, email, app, in-product touchpoints; dashboard integration primary
Implementation
Placement: Most programs integrate in product dashboard; no landing page or application needed. Optional landing page for value prop, rewards, and case studies.
Startup cost: Typically hundreds for tools + dev.
Tools
KPIs
Referral rate, conversion, CAC, LTV of referred users, referred-user retention.
Output Format
- Reward model and mechanism type (link/code/social)
- Tracking approach and attribution window
- Placement (dashboard vs landing page)
- Fraud prevention measures
- Tool selection (self-build vs third-party)
- KPI framework
Related Skills
- discount-marketing-strategy: Referral rewards (discounts, credits); 10–30% benchmark; campaign design
- affiliate-marketing: Different audience; can run both
- influencer-marketing: Brand building vs. user-driven growth
- directory-submission: Directory submission for discovery; referral for user-driven growth
- analytics-tracking: Referral link tracking, UTM
