Referral program workbook
Work through the decisions a program needs before it launches: rewards, messaging, who to invite, and how to keep it going. 15 guides, plus 101 real programs to copy from.
Get the workbook
- 15 guides that walk through planning and operating a program
- 101 real-world examples to borrow from
- Covers the planning stage: rewards, messaging, and who to invite
- Covers the operating stage: promotion, follow-up, and keeping the program alive
How to work through the workbook
Start at your stage
The guides split into planning a first program and reviving one that stalled, so you can skip the half that doesn't apply to you yet.
Make the decisions in order
Rewards, then messaging, then who to invite. Each guide ends with the decision to write down before you move on to the next one.
Copy from the 101 examples
Find the programs closest to your business and adapt what they did, instead of designing a reward structure from a blank page.
Why plans prevent programs from fading
Most referral programs don't fail at launch. They fade because nobody planned who promotes the program, how often members hear about it, or what happens when interest dips.
Working from examples beats guessing. You can see what other programs actually did instead of starting from theory. The workbook lets you copy from programs that worked and adapt them to your business.
Frequently asked questions
More free tools
Agreement template builder
Build a personalized referral, affiliate, ambassador, or partner agreement template. Editable draft, ready in minutes.
Referral fee calculator
Work out a flat or percentage referral fee and check program ROI. Live results, no signup.
Referral link generator
A unique tracked link per promoter, one destination. Paste names, copy links, download the CSV.
Turn the plan into a running program
Referral Rock handles member onboarding, reward tracking, and payout automation. Book a demo to see how the software backs up the plan.
Not ready to talk? See a free referral flow →