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Home/Workflow Templates/Customer Referral Engine

Customer Referral Engine

Intermediate
🔄

Design a complete referral system: from incentive design to messaging templates to tracking loop. Based on Dropbox growth hacking model.

Try This Workflow

Run this workflow directly with AI — fill in your parameters and let AI execute each step automatically.

▶ Run with AI →Open in Builder

Step-by-Step Guide

1

分析现有客户价值

导出现有高满意度客户列表,计算客户生命周期价值(LTV)作为转介绍预算依据

2

设计转介绍激励方案

基于 LTV 分析,设计双边激励方案(推荐人+被推荐人都有奖励)

🛠 ChatGPT💬 Has Prompt Template
你是增长黑客专家。基于以下数据设计转介绍激励方案: 产品:{产品名称} 定价:{定价方案} 客户 LTV:{客户LTV} 当前月活客户数:{月活客户数} 请设计 3 套方案(保守/中等/激进),每套包含: 1. 推荐人奖励(现金/折扣/功能升级/实物) 2. 被推荐人奖励(首月优惠/免费试用延长/专属功能) 3. 预算测算(假设 20% 客户参与,每人均推荐 1.5 人) 4. 预期获客成本(CAC)对比冷获客 5. 推荐方案及理由
3

生成转介绍话术序列

为不同场景生成转介绍请求话术(售后满意时刻/产品里程碑/定期回访)

🛠 ChatGPT💬 Has Prompt Template
你是客户成功专家。生成转介绍请求话术,覆盖 3 个关键时机: 产品:{产品名称} 激励方案:{上一步推荐方案} 时机 1:客户刚获得成功结果时(NPS 9-10 分后 24h 内) 时机 2:客户使用满 30/60/90 天里程碑 时机 3:季度回访邮件中自然带出 每个时机生成: - 邮件主题 + 正文(< 200 字) - 转介绍链接文案 - 社交媒体分享文案(Twitter/LinkedIn 各 1 条) - WhatsApp/微信简短话术 语气:真诚、不强迫、突出「帮朋友」而非「推销」
4

生成转介绍着陆页

生成转介绍专属着陆页文案,让被推荐人一键注册

🛠 ChatGPT💬 Has Prompt Template
你是转化率优化专家。为转介绍着陆页撰写文案: 产品:{产品名称} 被推荐人奖励:{被推荐人奖励} 推荐人(朋友)姓名占位:[朋友姓名] 页面结构: 1. Hero:「[朋友姓名] 邀请你加入 {产品名称}」+ 专属优惠 2. 信任建立:朋友为什么推荐(3 条理由模板) 3. 产品价值:3 个核心功能 + 数据证明 4. 社会证明:用户评价 + 用户数 5. FAQ:4 个常见疑问 6. CTA:领取 [朋友姓名] 的专属优惠
5

输出追踪与优化方案

汇总输出,生成追踪指标和优化建议

Quick Info

CategoryAcquisition
DifficultyIntermediate
Time3-4 hours
Steps5

Tools Used

🤖ChatGPT→🤖ReferralCandy→🤖GrowSurf→🤖Stripe→

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