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Design customer-referral mechanics — reward structure, referral triggers, tracking, viral loop design. Distinct from affiliate program (customer-focused, not commercial partner).
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SOC 職業分類に基づく
Build a Positioning Document — Vehicle Switch, Unique Mechanism, Core Belief Statement, Narrative Architecture, Market Sophistication match. Sits between /build-icp and /design-offer. Consumes ICP + Market Research Brief. Output becomes the messaging spine for every downstream copy asset.
Produce a Video Sales Letter script using one of 5 framework variants (15-step / pull-push-persuade 11-step pull-push-persuade / 13-step VSL slides / three-phase VSL formula / hidden-pitch long-form video). Consumes Offer Document + Positioning + ICP + Brand Voice. Cycle 2 Sales hero skill. Gate-blocked below Offer 70% + Audience 60%. Sacred format — requires 3/3 Blind Output Test pass before paid traffic.
Conduct deep market + audience research for a creator's high-ticket offer. Produces a 9-section Market Research Brief and populates the first layers of Compartments 1 + 2 + 3 of the Creator Context Profile. This is the upstream-most skill — every downstream asset inherits from its output.
Produce a high-ticket qualifying application form — 8-12 questions calibrated for show-rate + close-rate + refund-prevention. Offers 3 archetypes (high-barrier for founder calls / medium for setter screen / low for flywheel) with disqualification logic. Filters out tire-kickers before they consume closer time AND captures the prospect-specific signal that feeds /call-prep. Consumes ICP Section 10 + Offer Doc + Funnel Archetype decision (application funnel
Design a complete funnel architecture using one of 7 archetypes (VSL Funnel / Webinar / Application / Book-a-Call / Tripwire / Challenge / Community Lead Magnet). Consumes Offer Document + VSL Script + ICP. Produces funnel blueprint with stage-by-stage conversion metrics, tracking, and dependencies. Second Cycle 2 skill.
Build a complete Ideal Customer Profile Document (13 sections) with Completeness Score >= 80. Populates Compartment 2 (Audience Intelligence System) to at least 70%. Second skill in the Foundations chain — consumes Market Research Brief, produces ICP Document. Every downstream marketing, sales, and copy asset inherits from this output.
| name | referral-program |
| description | Design customer-referral mechanics — reward structure, referral triggers, tracking, viral loop design. Distinct from affiliate program (customer-focused, not commercial partner). |
| signal | {"mode":"linguistic","genre":"referral-program-spec","type":"inform","format":"markdown","structure":"w-referral-program","receiver":"existing customers + operations","receiver_capacity":"medium"} |
| department | partnerships |
| agent_affinity | ["partnerships-head"] |
| required_compartments | {"offer_architecture":50,"lifecycle_optimization":40} |
| upstream_dependency | retention-check |
| execution_mode | interactive |
| tier | structured_ai |
| temperature_gate | warm |
| required_tools | ["file_read","file_write"] |
| required_mcps | ["filesystem"] |
| required_integrations | {"referral_tracking":["referralcandy-api","rewardful-api"],"crm":"gohighlevel-api","email":"convertkit-api"} |
| credentials_required | ["GHL_API_KEY","CONVERTKIT_API_KEY"] |
| evidence_gate | ["reward_structure_specified","triggers_mapped","tracking_wired","viral_loop_designed","signal_score_gte_0_8"] |
| keywords | ["referral","referral program","viral loop","customer referral"] |
| priority | 1 |
| version | 1 |
W(referral-program) =
1. Reward Structure (who gets what — referrer + referee)
2. Triggers (when ask for referral)
3. Tracking + Attribution
4. Viral Loop Design (k-factor optimization)
5. Communication Cadence
6. Success Metrics
| Pattern | Example |
|---|---|
| Cash for referrer | $500 per closed referral |
| Credit for both | $500 credit referrer + $500 off referee |
| Service perks | Extra coaching hours / DFY service for referrer |
| Exclusive access | Mastermind seat, retreat invite |
| Hybrid | Cash + perks combo |
For high-ticket: perks > cash (cash feels transactional to premium buyers).
k = (invites sent per user) × (conversion rate on invites)
Target k > 1 = organic growth. Most programs k = 0.1-0.5 (supplements acquisition, not replaces).
Per offer tier, select reward pattern.
Per client journey stage, define when referral ask fires.
Referral links, attribution, CRM tagging.
Email/SMS asking for referral + providing share-asset.
k-factor, referral-driven revenue %, CAC via referral vs paid.
# Referral Program — [Creator Brand]
**Reward Pattern:** [cash | credit-both | perks | hybrid]
**Target k-factor:** [0.3+]
**Version:** 1.0
## Reward Structure
- Referrer receives: [...]
- Referee receives: [...]
- Payout trigger: [when referee completes X]
## Triggers
| Trigger | Timing | Communication |
|---|---|---|
| Post first-win | Day 7-14 post-milestone | Email + SMS |
| NPS 9+ | In NPS reply | Email |
| [...] |
## Tracking
- Referral link format: [...]
- Attribution: [last-click / first-click]
- CRM tag: referral_source=[referrer-id]
## Communication Cadence
### Post-first-win email
[copy]
### NPS-9 email follow
[copy]
### Share-assets
- Share link template
- Suggested message for referrer to use
- Landing page for referees
## Success Metrics
- k-factor: [target]
- Referral-driven revenue: [% of total]
- Referral CAC vs paid CAC: [comparison]
/email-sequence — referral ask emails/case-study — referrals from Thriving clients pair with case studiesv1.0 — 2026-04-19. Cycle 6 Partnerships.