Design Referral

Command: design-referral

Inputs

• goal – primary objective (signups, pipeline, revenue, expansion).
• audience – target participants (customers, partners, employees, influencers).
• budget – incentive budget cap or range.
• regions – optional list of geo restrictions/compliance considerations.
• timeline – planned launch window.

GTM Agents Pattern & Plan Checklist

Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.

• Pattern selection: Referral design typically uses a diamond (context ↔ mechanic modeling, converge into governance) or pipeline; document choice in the plan header.
• Plan schema: Save .claude/plans/plan-<timestamp>.json capturing goals, incentives, dependency graph (legal, finance, ops, partner), error handling, and success criteria (pipeline, CAC, fraud rates).
• Tool hooks: Reference docs/gtm-essentials.md stack—Serena for charter diffs, Context7 for compliance + incentive benchmarks, Sequential Thinking for trade-off analysis, Playwright for prototype referral journeys.
• Guardrails: Default retry limit = 2 for modeling or policy failures; escalation ladder = Referral Architect → Legal/Finance → Exec sponsor.
• Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before sign-off to confirm dependencies, approvals, deliverables.

Workflow

1. Context Gathering – pull GTM targets, persona insights, legal/finance constraints.
2. Mechanic Selection – evaluate one-sided vs two-sided incentives, tiering, and cadence.
3. Rules & Safeguards – define eligibility, referral caps, fraud checks, and compliance requirements.
4. Enablement Plan – list assets, messaging, training, and tooling needed for launch.
5. Measurement Framework – connect KPIs to dashboards and define review cadence.

Outputs

• Referral program charter (objective, mechanics, incentives, rules, KPIs).
• Stakeholder alignment deck outlining responsibilities and approvals.
• Risk log highlighting compliance/legal considerations.
• Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

• referral-architect – leads program design and governance.
• incentive-design skill – structures payouts and thresholds.
• fraud-detection skill – recommends safeguards.

GTM Agents Safeguards

• Fallback agents: document substitutes (e.g., Partner Ops covering Referral Architect) when decision-makers unavailable.
• Escalation triggers: if compliance blockers or budget overruns appear twice, trigger GTM Agents rip-cord escalation and log remediation in plan JSON.
• Plan maintenance: update plan JSON/change log whenever incentives, eligibility rules, or governance cadences change.