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推荐与联盟计划

当用户想要创建、优化或分析推荐计划、联盟计划或口碑营销策略时使用。也适用于用户提及‘推荐’、‘联盟’、‘大使’、‘口碑’、‘病毒式循环’、‘推荐给朋友’、‘合作伙伴计划’、‘推荐激励’、‘如何获得推荐’、‘客户推荐客户’或‘联盟报酬’。 每当有人希望现有用户或合作伙伴带来新客户时使用。 针对发布时特定的病毒式增长，请参考 launch-strategy。

推荐与联盟计划 是什么？

这份技能大纲旨在帮助您设计和优化推荐计划与联盟计划，将普通客户转化为增长引擎。它覆盖了从程序类型、当前状态评估到产品适合度、资源规划的全流程。该技能在 Claude Code、Cursor 和 Codex 等 AI Agent 平台上均可使用，通过系统化的步骤（识别触发时刻、设计分享机制、选择激励结构）和丰富的实战清单（包含 A/B 测试案例、常见问题解决方案、关键指标与成功典型数据），指导您构建高效的推荐循环。大纲还提供了详细的发布前、发布中和发布后 30 天检查表，以及邮件序列模板和工具集成指南（如 Rewardful、Tolt、Dub.co 等），帮助您快速将策略落地。此外，它区分了客户推荐与联盟计划的不同适用场景，并链接到更深入的参考文档，例如推荐计划示例和联盟计划详细设计，适用于 B2B 或 B2C、产品本身是否具有可分享性和网络效应的各类产品或服务。

兼容平台~Claude Code~Codex CLI~Cursor
npx skills add https://github.com/LeoYeAI/openclaw-marketing-skills/tree/main/skills/referral-program

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文档

推荐与联盟计划 是做什么的？

您是病毒式增长和推荐营销的专家。您的目标是帮助设计和优化项目，让客户成为增长引擎。

开始之前

首先检查是否有产品营销上下文： 如果存在 .agents/product-marketing-context.md（或在较旧配置中的 .agents/product-marketing-context.md），请先阅读它再提问。利用该上下文，仅就未涵盖或特定于此任务的信息进行提问。

收集以下上下文（如果未提供则询问）：

1. 项目类型

  • 客户推荐计划、联盟计划，还是两者兼有？
  • B2B 还是 B2C？
  • 平均客户 LTV 是多少？
  • 您当前来自其他渠道的 CAC 是多少？

2. 当前状态

  • 是否有现有的推荐/联盟计划？
  • 当前的推荐率（推荐客户的百分比）？
  • 您尝试过哪些激励措施？

3. 产品适配度

  • 您的产品是否易于分享？
  • 是否具有网络效应？
  • 客户是否会自然讨论它？

4. 资源

  • 您正在使用或考虑哪些工具/平台？
  • 推荐激励的预算？

推荐计划与联盟计划

客户推荐计划

最佳适用场景：

  • 现有客户向其社交网络推荐
  • 具有自然口碑传播能力的产品
  • 低价或自助式产品

特点：

  • 推荐人是现有客户
  • 一次性或有限的奖励
  • 信任度较高，数量相对较低

联盟计划

最佳适用场景：

  • 触达您无法直接接触的受众
  • 内容创作者、影响者、博主
  • 适合高客单价、需要佣金的商品

特点：

  • 联盟成员可能不是客户
  • 持续的佣金关系
  • 数量较大，信任度参差不齐

推荐计划设计

推荐循环

触发时刻 → 分享行为 → 转化被推荐者 → 奖励 → (循环)

第一步：识别触发时刻

高意愿时刻：

  • 首次“aha”时刻之后
  • 达成里程碑之后
  • 获得出色支持之后
  • 续订或升级之后

第二步：设计分享机制

按效果排序：

  1. 产品内分享（转化率最高）
  2. 个性化链接
  3. 电子邮件邀请
  4. 社交分享
  5. 推荐码（可离线使用）

第三步：选择激励结构

单方奖励（仅推荐方）：更简单，适合高价值产品

双方奖励（双方都受益）：转化率更高，双赢框架

阶梯式奖励：游戏化推荐流程，提高参与度

示例和激励规模：请参见 references/program-examples.md

计划优化

提高推荐率

如果推荐人数较少：

  • 选择更好的时机提醒
  • 简化分享流程
  • 测试不同的激励类型
  • 在产品中突出推荐入口

如果推荐转化效果不佳：

  • 优化被推荐用户的着陆体验
  • 增强对新用户的激励
  • 确保推荐人的背书可见

需要运行的 A/B 测试

激励测试： 金额、类型、单方 vs 双方、时机

文案测试： 计划描述、CTA 文案、着陆页文案

位置测试： 推荐提示出现的位置和时机

常见问题及修复

问题修复
认知度低添加显眼的应用内提示
分享率低简化为一键分享
转化率低优化被推荐用户体验
欺诈/滥用添加验证、限制
一次性推荐人添加阶梯式/游戏化奖励

衡量成功

关键指标

计划健康度：

  • 活跃推荐人（过去 30 天内推荐过他人）
  • 推荐转化率
  • 已获得/已支付的奖励

业务影响：

  • 来自推荐的新客户百分比
  • 推荐 CAC 与其他渠道对比
  • 被推荐客户的 LTV
  • 推荐计划 ROI

典型发现

  • 被推荐客户的 LTV 高出 16-25%
  • 被推荐客户的流失率低 18-37%
  • 被推荐客户推荐他人的比率是普通客户的 2-3 倍

启动清单

启动前

  • 定义计划目标和成功指标
  • 设计激励结构
  • 构建或配置推荐工具
  • 创建推荐着陆页
  • 设置跟踪和归因
  • 定义防欺诈规则
  • 创建条款和条件
  • 测试完整的推荐流程

启动

  • 向现有客户公告
  • 添加应用内推荐提示
  • 更新网站，添加计划详情
  • 简报支持团队

启动后（前 30 天）

  • 回顾转化漏斗
  • 识别顶级推荐人
  • 收集反馈
  • 修复摩擦点
  • 向未推荐者发送提醒邮件

邮件序列

推荐计划启动

主题：您现在可以通过分享 [产品] 获得 [奖励]

我们刚刚推出了推荐计划！

与朋友分享 [产品]，每成功注册一位，您即可获得 [奖励]。
他们也会获得 [他们的奖励]。

[专属推荐链接]

1. 分享您的链接
2. 朋友注册
3. 您和朋友都获得 [奖励]

推荐培育序列

  • 第 7 天：提醒推荐计划
  • 第 30 天：“您认识有需要的人吗？”
  • 第 60 天：成功故事 + 推荐提示
  • 里程碑之后：“您达成了 [X]——知道其他人也想要这个吗？”

联盟计划

关于联盟计划设计、佣金结构、招募和工具的详细信息：请参见 references/affiliate-programs.md

任务特定问题

  1. 您需要哪种类型的计划（推荐、联盟，还是两者兼有）？
  2. 您的客户 LTV 和当前 CAC 是多少？
  3. 是现有计划还是从头开始？
  4. 您正在考虑哪些工具/平台？
  5. 您对奖励/佣金的预算是多少？
  6. 您的产品是否易于分享？

工具集成

有关实现方法，请参见 工具注册表。推荐计划的关键工具：

工具最佳用途指南
RewardfulStripe 原生联盟计划rewardful.md
ToltSaaS 联盟计划tolt.md
Mention Me企业级推荐计划mention-me.md
Dub.co链接跟踪和归因dub-co.md
Stripe支付处理（用于佣金跟踪）stripe.md

相关技能

  • launch-strategy：用于有效地启动推荐计划
  • email-sequence：用于推荐培育活动
  • marketing-psychology：用于理解推荐动机
  • analytics-tracking：用于跟踪推荐归因

Individual skills in this repo

This repo contains 20 individual skills — each has its own dedicated page.

LeoYeAI/openclaw-marketing-skills

When the user wants to plan, design, or implement an A/B test or experiment. Also use when the user mentions "A/B test," "split test," "experiment," "test this change," "variant copy," "multivariate test," "hypothesis," "should I test this," "which version is better," "test two versions," "statistical significance," or "how long should I run this test." Use this whenever someone is comparing two approaches and wants to measure which performs better. For tracking implementation, see analytics-tra

LeoYeAI/openclaw-marketing-skills

When the user wants to generate, iterate, or scale ad creative — headlines, descriptions, primary text, or full ad variations — for any paid advertising platform. Also use when the user mentions 'ad copy variations,' 'ad creative,' 'generate headlines,' 'RSA headlines,' 'bulk ad copy,' 'ad iterations,' 'creative testing,' 'ad performance optimization,' 'write me some ads,' 'Facebook ad copy,' 'Google ad headlines,' 'LinkedIn ad text,' or 'I need more ad variations.' Use this whenever someone needs to produce ad copy at scale or iterate on existing ads. For campaign strategy and targeting, see paid-ads. For landing page copy, see copywriting.

LeoYeAI/openclaw-marketing-skills

When the user wants to optimize content for AI search engines, get cited by LLMs, or appear in AI-generated answers. Also use when the user mentions 'AI SEO,' 'AEO,' 'GEO,' 'LLMO,' 'answer engine optimization,' 'generative engine optimization,' 'LLM optimization,' 'AI Overviews,' 'optimize for ChatGPT,' 'optimize for Perplexity,' 'AI citations,' 'AI visibility,' 'zero-click search,' 'how do I show up in AI answers,' 'LLM mentions,' or 'optimize for Claude/Gemini.' Use this whenever someone wants their content to be cited or surfaced by AI assistants and AI search engines. For traditional technical and on-page SEO audits, see seo-audit. For structured data implementation, see schema-markup.

LeoYeAI/openclaw-marketing-skills

When the user wants to set up, improve, or audit analytics tracking and measurement. Also use when the user mentions "set up tracking," "GA4," "Google Analytics," "conversion tracking," "event tracking," "UTM parameters," "tag manager," "GTM," "analytics implementation," "tracking plan," "how do I measure this," "track conversions," "attribution," "Mixpanel," "Segment," "are my events firing," or "analytics isn't working." Use this whenever someone asks how to know if something is working or wan

LeoYeAI/openclaw-marketing-skills

When the user wants to reduce churn, build cancellation flows, set up save offers, recover failed payments, or implement retention strategies. Also use when the user mentions 'churn,' 'cancel flow,' 'offboarding,' 'save offer,' 'dunning,' 'failed payment recovery,' 'win-back,' 'retention,' 'exit survey,' 'pause subscription,' 'involuntary churn,' 'people keep canceling,' 'churn rate is too high,' 'how do I keep users,' or 'customers are leaving.' Use this whenever someone is losing subscribers o

LeoYeAI/openclaw-marketing-skills

Write B2B cold emails and follow-up sequences that get replies. Use when the user wants to write cold outreach emails, prospecting emails, cold email campaigns, sales development emails, or SDR emails. Also use when the user mentions "cold outreach," "prospecting email," "outbound email," "email to leads," "reach out to prospects," "sales email," "follow-up email sequence," "nobody's replying to my emails," or "how do I write a cold email." Covers subject lines, opening lines, body copy, CTAs, p

LeoYeAI/openclaw-marketing-skills

When the user wants to create competitor comparison or alternative pages for SEO and sales enablement. Also use when the user mentions 'alternative page,' 'vs page,' 'competitor comparison,' 'comparison page,' '[Product] vs [Product],' '[Product] alternative,' 'competitive landing pages,' 'how do we compare to X,' 'battle card,' or 'competitor teardown.' Use this for any content that positions your product against competitors. Covers four formats: singular alternative, plural alternatives, you v

LeoYeAI/openclaw-marketing-skills

When the user wants to plan a content strategy, decide what content to create, or figure out what topics to cover. Also use when the user mentions "content strategy," "what should I write about," "content ideas," "blog strategy," "topic clusters," "content planning," "editorial calendar," "content marketing," "content roadmap," "what content should I create," "blog topics," "content pillars," or "I don't know what to write." Use this whenever someone needs help deciding what content to produce,

LeoYeAI/openclaw-marketing-skills

When the user wants to edit, review, or improve existing marketing copy. Also use when the user mentions 'edit this copy,' 'review my copy,' 'copy feedback,' 'proofread,' 'polish this,' 'make this better,' 'copy sweep,' 'tighten this up,' 'this reads awkwardly,' 'clean up this text,' 'too wordy,' or 'sharpen the messaging.' Use this when the user already has copy and wants it improved rather than rewritten from scratch. For writing new copy, see copywriting.

LeoYeAI/openclaw-marketing-skills

When the user wants to write, rewrite, or improve marketing copy for any page — including homepage, landing pages, pricing pages, feature pages, about pages, or product pages. Also use when the user says "write copy for," "improve this copy," "rewrite this page," "marketing copy," "headline help," "CTA copy," "value proposition," "tagline," "subheadline," "hero section copy," "above the fold," "this copy is weak," "make this more compelling," or "help me describe my product." Use this whenever s

LeoYeAI/openclaw-marketing-skills

When the user wants to create or optimize an email sequence, drip campaign, automated email flow, or lifecycle email program. Also use when the user mentions "email sequence," "drip campaign," "nurture sequence," "onboarding emails," "welcome sequence," "re-engagement emails," "email automation," "lifecycle emails," "trigger-based emails," "email funnel," "email workflow," "what emails should I send," "welcome series," or "email cadence." Use this for any multi-email automated flow. For cold out

LeoYeAI/openclaw-marketing-skills

When the user wants to optimize any form that is NOT signup/registration — including lead capture forms, contact forms, demo request forms, application forms, survey forms, or checkout forms. Also use when the user mentions "form optimization," "lead form conversions," "form friction," "form fields," "form completion rate," "contact form," "nobody fills out our form," "form abandonment," "too many fields," "demo request form," or "lead form isn't converting." Use this for any non-signup form tha

LeoYeAI/openclaw-marketing-skills

When the user wants to plan, evaluate, or build a free tool for marketing purposes — lead generation, SEO value, or brand awareness. Also use when the user mentions "engineering as marketing," "free tool," "marketing tool," "calculator," "generator," "interactive tool," "lead gen tool," "build a tool for leads," "free resource," "ROI calculator," "grader tool," "audit tool," "should I build a free tool," or "tools for lead gen." Use this whenever someone wants to build something useful and give

LeoYeAI/openclaw-marketing-skills

Connect GetXAPI to pull public X/Twitter marketing signals into OpenClaw workflows. Use when the user wants social listening, tweet search, reply search, user lookup, or monitor setup driven by a Bearer-auth search backend. Enhances social-content, paid-ads, ad-creative, content-strategy, launch-strategy, and competitor-alternatives with real public conversation data.

LeoYeAI/openclaw-marketing-skills

Connect to Google Ads API to pull real account data — campaign performance, keyword health, wasted spend, search terms, impression share. Use when the user wants to audit their Google Ads account, find wasted budget, optimize keywords, or get data-driven recommendations. Enhances paid-ads and ad-creative skills with real numbers instead of guesswork. Triggers on: 'audit my Google Ads', 'find wasted spend', 'why are my ads not converting', 'Google Ads performance', 'which keywords to pause', 'Goo

LeoYeAI/openclaw-marketing-skills

When the user wants to plan a product launch, feature announcement, or release strategy. Also use when the user mentions 'launch,' 'Product Hunt,' 'feature release,' 'announcement,' 'go-to-market,' 'beta launch,' 'early access,' 'waitlist,' 'product update,' 'how do I launch this,' 'launch checklist,' 'GTM plan,' or 'we're about to ship.' Use this whenever someone is preparing to release something publicly. For ongoing marketing after launch, see marketing-ideas.

LeoYeAI/openclaw-marketing-skills

When the user wants to create, plan, or optimize a lead magnet for email capture or lead generation. Also use when the user mentions "lead magnet," "gated content," "content upgrade," "downloadable," "ebook," "cheat sheet," "checklist," "template download," "opt-in," "freebie," "PDF download," "resource library," "content offer," "email capture content," "Notion template," "spreadsheet template," or "what should I give away for emails." Use this for planning what to create and how to distribute

LeoYeAI/openclaw-marketing-skills

When the user needs marketing ideas, inspiration, or strategies for their SaaS or software product. Also use when the user asks for 'marketing ideas,' 'growth ideas,' 'how to market,' 'marketing strategies,' 'marketing tactics,' 'ways to promote,' 'ideas to grow,' 'what else can I try,' 'I don't know how to market this,' 'brainstorm marketing,' or 'what marketing should I do.' Use this as a starting point whenever someone is stuck or looking for inspiration on how to grow. For specific channel execution, see the relevant skill (paid-ads, social-content, email-sequence, etc.).

LeoYeAI/openclaw-marketing-skills

When the user wants to apply psychological principles, mental models, or behavioral science to marketing. Also use when the user mentions 'psychology,' 'mental models,' 'cognitive bias,' 'persuasion,' 'behavioral science,' 'why people buy,' 'decision-making,' 'consumer behavior,' 'anchoring,' 'social proof,' 'scarcity,' 'loss aversion,' 'framing,' or 'nudge.' Use this whenever someone wants to understand or leverage how people think and make decisions in a marketing context.

LeoYeAI/openclaw-marketing-skills

Connect to Meta Marketing API to pull real Facebook and Instagram ad data — campaign performance, creative fatigue, audience saturation, ROAS by ad set, frequency analysis, and Learning Phase status. Use when the user wants to audit their Meta/Facebook/Instagram ads, diagnose creative fatigue, find wasted budget, or get data-driven optimization. Enhances paid-ads and ad-creative skills with real Meta data. Triggers on: 'audit my Facebook ads', 'Instagram ads performance', 'Meta ads not convertin

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