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Referral Design Workbook

Build a Winning Referral Program with Our Referral Design Workbook

An interactive workbook to help design or refine a referral program by mapping user journeys, identifying triggers/incentives, and crafting communication strategies.

GrowthX

GrowthX

This is built for

Growth Marketers

Marketers focused on user acquisition and engagement, seeking a structured way to build effective referral programs.

Product Managers

PMs aiming to integrate referral mechanics into the product experience naturally and effectively motivate users to share.

E-commerce Business Owners

Owners looking to leverage existing customer loyalty to drive new customer acquisition through word-of-mouth marketing.

What You’ll Get with the Referral Design Toolkit Workbook

User Journey Mapping – Understand where in the customer journey users are happiest and most likely to refer. Spot the ideal moments for referral prompts.Creative Triggers & Incentives – Identify what will motivate your users to refer friends, and choose incentives that feel natural and valuable.Clear Communication Strategies – Craft messages that connect with your audience and make your referral program feel effortless.Actionable Assignments – Fill-in-the-blank tables and creative prompts keep you engaged and help you apply insights immediately. Ready to build a referral program that feels authentic and rewarding? Our Referral Design Toolkit Workbook will take you there. Let’s make it easy for your biggest fans to share your brand with the world. ‍ With this workbook, you’re not just creating a referral program—you’re designing an experience that turns customers into advocates. ‍ Ready to see the impact of a well-designed referral program? ‍ Start today with the Referral Design Toolkit Workbook by GrowthX and build a program that keeps people coming back and sharing. ‍

Referral Design Workbook

Build a Winning Referral Program with Our Referral Design Workbook

Download Referral Design Workbook

  • Map the optimal referral journey.
  • Identify effective user triggers.
  • Choose valuable referral incentives.
  • Craft clear communication strategies.
  • Turn happy customers into promoters.

Frequently Asked Questions

This workbook is perfect for e-business owners, digital marketers, and product designers who want a structured approach to creating or refining a referral program. It’s ideal for anyone looking to engage users in a way that feels natural and valuable.
Unlike traditional guides, this workbook is interactive and practical. It includes customizable tables, assignments, and creative prompts to help you think critically about each element of your referral program and make it truly unique to your brand.
Not at all! The workbook is user-friendly, and each section has clear instructions to guide you through the process. Notion is easy to use, and you can complete the workbook at your own pace.
The workbook can be completed in a few hours, but we recommend taking time with each section to fully explore your options. You can return to it anytime as your referral program evolves and grows.
Yes! The Referral Design Toolkit is flexible and can be tailored to fit any industry. Whether you’re in e-commerce, SaaS, or services, the assignments and tables can be customized to match your business goals and customer journey.

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