Referral templates you can use now.

Start with the asset you need. Edit it on the page, copy it into your own workflow, and use the worked example to pressure-test your choices.

01Choose a template4 assets

Editable program brief

SaaS referral program template

Turn a referral idea into a one-page operating brief. Define who qualifies, which payment earns a reward, and who handles delivery and exceptions.

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Editable give-and-get policy

Double-sided referral program template

Write a give-and-get offer with separate eligibility, timing and limits for each side. Use the policy worksheet before promising a reward.

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Editable invitation and sharing note

Referral invitation email template

Copy a customer invitation and a personal sharing note. Keep the benefit, qualifying action and incentive disclosure close to the link.

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Editable implementation prompt

AI referral program prompt template

Give a coding assistant a precise brief, repository inspection steps and failure cases. Get an implementation plan you can review before changing code.

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Start with a policy you can explain.

Use the SaaS brief to define qualification, add the two-sided worksheet if both customers receive a benefit, then write the invitation. Give the finished policy to your implementation team or coding assistant. These assets are planning and copy templates, not executable RefRef configuration or a promise of reward delivery.