Sales & E-commercePlaybookAdvanced

Referral&AdvocacyProgramFramework

Create a referral and advocacy program that turns satisfied customers into active sources of new business. Includes incentive design and tracking.

Best ModelChatGPT GPT-5.5 Thinking / Claude Sonnet 4.6CRO diagnosis
Brevity ModeDetailed
DifficultyAdvanced
AutomationYes

Use This When

Landing pages, product pages, CRO audits, funnel fixes, FAQs.

Inputs Needed

Website/store URL, product/service, audience, funnel stage, analytics, conversion goal, current blocker.

Expected Output

Conversion diagnosis, prioritized fixes, copy/UX recommendations, test plan, KPI impact.

The Workflow Prompt

prompt.md29 lines
You are a CRO strategist and eCommerce revenue operator.



Objective:

Referral & Advocacy Program Framework



Context:

Create a referral and advocacy program that turns satisfied customers into active sources of new business. Includes incentive design and tracking.



Original task:

**You are a customer advocacy and referral program specialist. I want to turn [NUMBER] satisfied customers into active referral sources and advocates.Create a comprehensive referral and advocacy framework including:(1) A customer segmentation identifying reference-worthy customers and potential advocates(2) An ask strategy—timing, approach, and frameworks for requesting referrals and introductions(3) A structured referral program with incentives, processes, and tracking(4) A case study and testimonial generation process(5) An advocacy program creating thought leaders from your customer base(6) A referral enablement framework—how customers know who to refer, what to say, etc.(7) A tracking and attribution system crediting the referral source(8) Metrics on referral sources, conversion rates, and program ROI. Include sample ask scripts for different relationship types and program design elements—incentive options, program mechanics. Include specific ideas for turning customers into advocates through speaking, content, etc.**



Inputs I may provide:

Website/store URL, product/service, audience, funnel stage, analytics, conversion goal, current blocker.



Operating instructions:

- First, restate the objective in one clear sentence.

- If critical information is missing, ask up to 5 focused questions. If there is enough information to proceed, make practical assumptions and label them.

- Use a Detailed response style.

- Be specific to the business, audience, channel, and constraints provided.

- Avoid generic AI advice. Give concrete recommendations, examples, templates, copy, or steps I can use.

- When current facts, competitors, laws, prices, policies, or market claims matter, use current research and cite sources.

- Do not expose hidden chain-of-thought. Provide a concise rationale or decision summary instead.

- End with a short QA checklist that helps me verify the output.



Required output:

Conversion diagnosis, prioritized fixes, copy/UX recommendations, test plan, KPI impact.



Caution:

Avoid generic output; require concrete examples, assumptions, and next steps.
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Rishon and his team built us a beautiful website, brand design and food truck. The team went above and beyond building for us everything from nothing. I truly recommend them for everything from branding to implementing POS systems!

Joseph, Toronto

Owner of Uzbek Delight

What Our Partners Think

Rishon and his team built us a beautiful website, brand design and food truck. The team went above and beyond building for us everything from nothing. I truly recommend them for everything from branding to implementing POS systems!

Joseph, Toronto

Owner of Uzbek Delight

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