# Design a local customer referral promotion

**trustWF workflow pack** · Marketing

## Outcome
A promotion concept, customer journey, draft terms checklist, and measurement plan for review.

## Who this is for
A small-business marketer creating a time-limited referral offer for existing customers

## What to provide
Required: customer group, business goal, proposed reward, eligibility idea, dates, channel, and budget limit. Optional: local legal or platform requirements, past referral data, and fulfillment process. Avoid customer names or contact details.

## Steps
1. Define the behavior to encourage and the customer benefit without assuming referral demand.
2. Map how a referrer and new customer qualify, receive the reward, and get support.
3. Identify cost, fraud, fairness, accessibility, and operational questions before launch.
4. Define measures and write a customer-facing explanation with all unapproved terms bracketed.

## Copy-ready instructions
STAGE 1 — 1. Shape the mechanics
When to use: Use before writing customer copy.
Prompt: Help me design a referral promotion for [business and customer group]. Goal: [behavior and business outcome]. Proposed reward: [details or undecided]. Eligibility idea: [details]. Dates and geography: [details]. Budget ceiling: [amount or unknown]. Fulfillment process: [details or unknown]. Map the referrer and referred-customer journeys. List possible ambiguities, gaming risks, cost drivers, fairness/accessibility issues, and legal or operational questions. Do not assume the reward is approved.
Expected return: A mechanics table and a pre-approval questions list.
User check: Check that both parties’ eligibility and reward timing are understandable and complete.

STAGE 2 — 2. Build the measurement and operations plan
When to use: Use after mechanics are clarified.
Prompt: For the promotion mechanics above, propose a simple operating plan with: staff/customer touchpoints, tracking fields that avoid unnecessary personal data, reward verification, exception handling, support owner, and measures (eligible referrals, completed qualifying actions, reward cost, and any business outcome the user can actually observe). State definitions and limits. Do not set a success target unless I provide a baseline or target.
Expected return: An operating flow, metric definitions, and a risk/owner table.
User check: Confirm the process follows privacy policy and can be fulfilled with available systems and staff.

STAGE 3 — 3. Draft review copy
When to use: Use only after an authorized reviewer supplies approved terms.
Prompt: Using these approved terms: [paste exact approved terms], draft a short customer explanation and an internal staff FAQ. Include who qualifies, what action counts, reward, timing, exclusions, and where to get help. Leave unknown terms as [TO CONFIRM]. Do not add urgency, guarantees, or restrictions that are not in the approved text.
Expected return: Customer copy and staff FAQ, with unresolved term placeholders listed separately.
User check: Have legal/compliance, finance, and brand owners approve before distribution.

## Review before using
Have legal/compliance and finance review reward terms, eligibility, tax treatment, privacy, and local promotion rules. Do not imply the offer is approved or available.

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Use the result as a draft. Review it for accuracy, context and any required approvals.