ReferralFlo
Guides & Playbooks

Long-form playbooks
for serious operators.

Step-by-step guides we wrote because we got tired of seeing teams reinvent the same wheel. Every guide is opinionated, tested, and free.

01Featured guides

Six playbooks. One body of work.

Beginner 55 min read

The 7-Day Launch Playbook

Go from zero to a live referral program in one week. Day-by-day action items, templates, and decision trees.

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Beginner 22 min read

Picking the Right Reward

Cash, discount, store credit, gift card, swag — the framework we use to pick rewards that compound revenue.

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Intermediate 30 min read

Analytics That Actually Matter

The five metrics that determine if your program is working — and the dashboards we use to monitor them.

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Intermediate 40 min read

Recruiting Your First 100 Advocates

Email scripts, in-product moments, and outbound tactics that turn dormant customers into evangelists.

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Advanced 25 min read

The Anti-Fraud Handbook

Self-referrals, IP collisions, refund cycling, and partner collusion — how to detect and stop each.

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Advanced 60 min read

Building a Multi-Program Org

When (and how) to expand from one program to a portfolio. Org design, tooling, and reporting at scale.

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02Quick wins

Six rules that beat 80% of programs.

01
Always reward both sides of a referral. Single-sided programs underperform 3-to-1.
02
Cash beats discounts for high-AOV products. Discounts beat cash for repeat-purchase brands.
03
Trigger your share moment after a positive moment, not a generic one.
04
Make the share preview look like the customer made it, not your marketing team.
05
Use real names in your share copy — 'Sarah thinks you'll love this' beats 'Get $10 off'.
06
Cap your reward to your gross margin minus a buffer. The math has to work for you.

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