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Referral Design Workbook

Build a Winning Referral Program with Our Referral Design Workbook

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Imagine turning your happiest customers into your most passionate promoters.

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A well-crafted referral program can do just that—bringing in high-quality leads, strengthening brand loyalty, and boosting growth. But creating a successful referral program takes more than just an offer and a share button. It’s about understanding the customer journey, designing delightful touchpoints, and delivering incentives that feel meaningful.

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That’s why we created the Referral Design Workbook, a hands-on resource that guides you step-by-step through designing a referral program that genuinely resonates with your audience.

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This isn’t just another “how-to” guide. Our workbook breaks down the process with tables, assignments, and creative prompts, making each step easy to understand and customize.

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Whether you’re a small business owner, marketer, or product designer, this toolkit will help you map out the journey, identify key referral moments, craft personalized messages, and choose the right incentives.

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.

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With this workbook, you’re not just creating a referral program—you’re designing an experience that turns customers into advocates.

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Ready to see the impact of a well-designed referral program?

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Start today with the Referral Design Toolkit Workbook by GrowthX and build a program that keeps people coming back and sharing.

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Frequently asked questions

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to duplicate other workflows and systems that you want to use.

How to duplicate a template?

After your purchase, you will receive a template link. Open the link, then click on duplicate on the top right corner, then choose the workspace you'd like to duplicate into. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first.

Do I need to pay for Notion to use a template?

No. You will just need a free account plan in Notion to use a template.

Who should use the Referral Design Toolkit Workbook?

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.

How does this workbook differ from other referral program guides?

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.

Do I need to be familiar with Notion to use the workbook?

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.

How long does it take to complete the workbook?

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.

Can this workbook be adapted to any industry?

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.