Marketing ReferralGrowthAffiliate

Referral Program

Design, launch, and optimize referral and affiliate programs.

$skillfish add ~skills/referral-program

Real Examples Get Started Models & Context

Real Conversations

See how the Referral Program skill responds to actual requests. These are representative examples of what your AI agent will produce.

You

We run a project management SaaS for agencies, $49/seat/month. We want to launch a referral program. Our NPS is 52, we have 1,200 active users across 180 accounts. What mechanics actually work for B2B?

Agent

Referral Program Design: Agency PM SaaS

Recommended mechanic: Account credit, not cash Cash feels transactional for B2B. Account credits ($50–$100/successful referral) reduce your CAC and give the referrer skin in the game — they want the referred account to succeed.

Two-sided incentive structure:

Referrer: $75 account credit when referred account pays first invoice
Referee: First month free (removes friction, no upfront cost)

Who to target first: Your 180 account admins, not individual users. Admins have budget authority and agency networks. Filter by: accounts with 3+ seats AND NPS ≥ 8.

Launch sequence:

Email top 40 accounts (highest seat count) with personal outreach from your CSM
In-app prompt in dashboard after 3rd login of month
Post-payment confirmation email with referral link

Tracking setup:

Unique referral link per account (not per user)
UTM: ref=acct-{account_id} for attribution
Track: click → signup → paid invoice → credit issued

Realistic expectations at your scale: 15–25% of contacted accounts will share at least once; expect 8–15 qualified referrals in first 90 days.

You

We launched a referral program 3 months ago. We offer $25 Amazon gift cards. Only 0.3% of users have referred anyone. What's wrong and how do we fix it?

Agent

Diagnosis: Why your referral program isn't working

Problem 1: Wrong reward for the audience $25 Amazon gift cards are a consumer incentive. B2B users don't want gift cards — they want account credits, feature unlocks, or conference tickets. The reward signals "we think you're an individual" not "we value your professional network."

Problem 2: Friction at the sharing moment

Where is the referral CTA? If it's buried in Settings > Account > Referrals, nobody finds it
Do users get a pre-written email/message they can send in one click?

Problem 3: Timing 0.3% suggests you're asking too early or too randomly. The highest-intent referral moment is immediately after a user hits their first "aha" moment.

Fixes to implement this month:

Issue	Fix
Wrong reward	Switch to account credits ($50) or free seat-month
Low visibility	Add referral CTA to dashboard header + post-login modal for power users
No trigger	Hook referral ask to key success events (first export, first client invite)
No message	Add one-click LinkedIn/email share with pre-filled copy

Expected lift: Switching from gift card to product credit typically doubles referral rate. Adding in-moment triggers adds another 1.5–2x.

Get Started

How to install and use this skill in your preferred environment.

Skills are designed for AI coding agents (Claude Code, Cursor, Windsurf) and IDE-based workflows where the agent can read files, run scripts, and act on your codebase. Web-based AI can use the knowledge and frameworks, but won't have tool access.

Models & Context

Which AI models and context windows work best with this skill.

Recommended Models

Best

Claude Opus 4 Claude Sonnet 4 GPT-4.1 Gemini 2.5 Pro Grok 3 Kimi K2

Good

Claude Haiku 4.5 GPT-4.1 mini Gemini 2.5 Flash Grok 3 mini

Larger models produce more detailed, production-ready outputs.

Context Window

This skill's SKILL.md is typically 3–10 KB — fits in any modern context window.

8K Skill only

32K+ Skill + conversation

100K+ Skill + references + codebase

All current frontier models (Claude, GPT, Gemini) support 100K+ context. Use the full window for complex multi-service work.

Pro tips for best results

1

Be specific

Include numbers — users, budget, RPS — so the skill can size the architecture.

2

Share constraints

Compliance needs, team size, and existing stack all improve the output.

3

Iterate

Start with a high-level design, then ask follow-ups for IaC, cost analysis, or security review.

4

Combine skills

Pair with companion skills below for end-to-end coverage.

Ready to try Referral Program?

Install the skill and start getting expert-level guidance in your workflow — any agent, any IDE.

$skillfish add ~skills/referral-program

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