CUSTOMER REFERRAL PROGRAM WORKSHEET
Original fictional offer plus blank planning fields. Checked 2026-10-27.
This resource does not send invitations, decide real eligibility, or issue money.

FICTIONAL OFFER
Product: ReportDesk, a teaching example reporting SaaS.
Audience: active existing customers who can introduce a suitable peer.
Referrer: $20 account credit per qualified new separate customer.
Referred account: $10 account credit after qualification.
Timing: eligible first paid invoice remains valid for 30 days, then review.
Referrer cap: $60 credit per billing month.
Credits are not cash. State redemption, expiry, and billing treatment in the
actual offer before launch; this example does not supply universal terms.

QUALIFICATION AND ATTRIBUTION
New separate account; eligible referral recorded before first paid invoice.
First valid attribution wins; contested or ambiguous relationships get review.
No self-referrals, duplicate account creation, or misleading claims.
Record rule version and attribution, invoice, review, and issuance times.
A link click, signup, paid invoice, earned reward, and issued credit differ.
Review refunds and reversals under the terms established before the offer.
Do not invent retroactive corrections or clawbacks after issuance.

WORKED LEDGER
RF1 qualified and issued: $20 + $10 = $30 earned and issued.
RF2 qualified but unissued: $20 + $10 = $30 earned, $0 issued.
RF3 pending: $0 earned or issued until review.
RF4 duplicate: $0 earned or issued.
RF5 self-referral: $0 earned or issued.
Total earned: $40 referrer + $20 referred = $60.
Total issued: $20 referrer + $10 referred = $30.
All IDs, dates, and values are synthetic and are not performance results.

ECONOMICS AND OPERATIONS
Count both sides of the offer plus review and support effort.
Separate credits earned from credits applied on invoices.
Record uncertain retention and service-cost assumptions.
Do not treat speculative lifetime value as guaranteed contribution.
Owner handles exceptions, support questions, and issuance queue.

PILOT REVIEW
Track eligible participants, valid attributions, qualified new customers,
earned and issued benefits, exceptions, activation, and later retention.
Use consistent windows and counts. Observed cohort differences are not a causal
estimate of the program's effect.
Pause for misleading claims, unmanageable review work, or unreliable records.
Ask customers to choose whom to contact; do not send unsolicited contact imports.
Make an incentive relationship clear in suggested sharing wording and the offer.

YOUR PROGRAM
Audience / referral moment:
Who benefits and why is the introduction relevant?
Offer / reward type / cap / redemption / expiry:
Qualifying event / review period:
Attribution / duplicate / self-referral / dispute rules:
Refund or reversal handling established before launch:
Public explanation / incentive disclosure:
Necessary records / access / retention:
Economics assumptions and uncertainty:
Program owner / exception reviewer:
Pilot size / review date / stop criteria: