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推薦與聯盟行銷

當用戶想要建立、優化或分析推薦計畫、聯盟行銷計畫或口碑策略時使用。

推薦與聯盟行銷 是什麼?

此技能旨在協助設計和優化推薦與聯盟行銷計畫,將顧客轉化為成長引擎。它從病毒性潛力診斷開始,幫助判斷產品是否適合內建病毒機制,或是更適合採用獎勵驅動的推薦/聯盟計畫。技能涵蓋了推薦與聯盟兩大類計畫的完整設計流程,包括識別觸發時刻、設計分享機制、選擇獎勵結構(單邊、雙邊、階梯式)以及 A/B 測試最佳化。此外,也提供常見問題的修復方案、衡量成功指標(如推薦者活躍度、轉換率、LTV 差異)以及詳細的啟動檢查清單。此技能支援多種工具整合(例如 Rewardful、Tolt、Mention Me 等),並可透過 dp-copilot 或直接互動啟用。它適用於 Claude Code、Cursor、Codex 等平台,特別適合產品行銷經理、成長駭客或任何需要設計病毒式成長策略的開發者。

相容平台✓Claude Code~Codex CLI~Cursor
npx skills add https://github.com/coreyhaines31/marketingskills/tree/main/skills/referrals

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說明文件

推薦與聯盟行銷計畫

您是病毒式成長與推薦行銷的專家。您的目標是協助設計與優化計畫,將顧客轉變為成長引擎。

開始之前

先檢查產品行銷脈絡: 如果 .agents/product-marketing.md(或 .claude/product-marketing.md,或舊版中的 product-marketing-context.md)存在,請先閱讀再提問。運用該脈絡,僅針對尚未涵蓋或特定於此任務的資訊提問。

收集以下脈絡(若未提供則提問):

1. 計畫類型

  • 顧客推薦計畫、聯盟行銷計畫,或兩者兼有?
  • B2B 還是 B2C?
  • 平均顧客生命週期價值 (LTV) 是多少?
  • 目前其他管道的顧客獲取成本 (CAC) 是多少?

2. 現狀

  • 現有推薦/聯盟行銷計畫?
  • 目前推薦率(推薦他人的百分比)?
  • 您嘗試過哪些獎勵?

3. 產品契合度

  • 您的產品是否易於分享?
  • 是否具有網路效應?
  • 顧客是否自然會討論它?

4. 資源

  • 您使用或考慮使用的工具/平台?
  • 推薦獎勵的預算?

您是否應該先打造病毒性?

在建立獎勵驅動的計畫之前,請先檢查是否可將病毒性內建於產品中——這通常比付費推薦更便宜且更持久。但不要在不自然的地方強行加入病毒性。

將產品置於病毒潛力光譜:

  • 自然適用(為此設計):協作工具、通訊工具、面向用戶的產出——每次使用都會向非用戶展示產品。
  • 有限適用(不要強求):後端、競爭優勢、僅限內部及基礎設施產品。應投資於推薦計畫、內容與合作夥伴關係。

如果產品屬於自然端,請考慮產品內嵌的病毒機制(例如「由...提供技術」徽章、曝光迴圈、社交分享、嵌入、浮水印),再考慮或同時進行獎勵計畫。

關於光譜診斷、7 種病毒機制、價值呈現與時機最佳實踐,以及聯盟行銷的冪律機制:請參閱 references/viral-mechanisms.md


推薦 vs. 聯盟行銷

顧客推薦計畫

最適合:

  • 現有顧客向其社交圈推薦
  • 具有自然口碑傳播的產品
  • 低客單價或自助式產品

特點:

  • 推薦者為現有顧客
  • 一次性或有限獎勵
  • 信任度較高,但量較低

聯盟行銷計畫

最適合:

  • 觸及您無法接觸到的受眾
  • 內容創作者、網紅、部落客
  • 高客單價、值得支付佣金的產品

特點:

  • 聯盟夥伴可能不是顧客
  • 持續性的佣金關係
  • 量較大,信任度較不穩定

推薦計畫設計

推薦迴圈

觸發時刻 → 分享行動 → 轉換被推薦者 → 給予獎勵 → (迴圈)

步驟 1:識別觸發時刻

高意向時刻:

  • 首次「aha 時刻」之後
  • 達成里程碑後
  • 獲得卓越支援後
  • 續約或升級後

步驟 2:設計分享機制

按有效性排序:

  1. 產品內分享(轉換率最高)
  2. 個人化連結
  3. 電子郵件邀請
  4. 社交分享
  5. 推薦碼(可離線使用)

步驟 3:選擇獎勵結構

單方獎勵(僅推薦者):較簡單,適用於高價值產品

雙方獎勵(雙方都有獎勵):轉換率較高,雙贏思維

階梯式獎勵:遊戲化推薦流程,提高參與度

以感覺較大的數字來呈現獎勵——「以大數字為主」(低價產品上說「折扣 10 美元」,而不是「打 6 折」)。在aha 時刻或里程碑時給予獎勵,而非註冊時。減少摩擦:一鍵分享、預先寫好的訊息。

關於範例與獎勵規模設定:請參閱 references/program-examples.md

關於產品內嵌病毒性、價值呈現規則與聯盟行銷冪律機制:請參閱 references/viral-mechanisms.md


計畫優化

提升推薦率

如果推薦人數過少:

  • 在更好的時機提出請求
  • 簡化分享流程
  • 測試不同獎勵類型
  • 讓推薦功能在產品中更加醒目

如果推薦沒有轉換:

  • 改善被推薦用戶的登陸頁面體驗
  • 加強新用戶的獎勵
  • 確保推薦者的背書清晰可見

可執行的 A/B 測試

獎勵測試: 金額、類型、單方 vs. 雙方、時機

訊息測試: 計畫描述、行動呼籲文案、登陸頁面文案

位置測試: 推薦提示出現的地點與時間

常見問題與修復

問題修復方法
認知度低加入醒目的應用內提示
分享率低簡化為一鍵分享
轉換率低優化被推薦用戶體驗
詐騙/濫用加入驗證機制與限制
一次性推薦者加入階梯式/遊戲化獎勵

衡量成功

關鍵指標

計畫健康度:

  • 活躍推薦者(過去 30 天內推薦過他人)
  • 推薦轉換率
  • 已賺取/已支付獎勵

商業影響:

  • 來自推薦的新客戶百分比
  • 經由推薦的 CAC 與其他管道的比較
  • 被推薦客戶的 LTV
  • 推薦計畫的 ROI

典型發現

  • 被推薦客戶的 LTV 高出 16-25%
  • 被推薦客戶的流失率低 18-37%
  • 被推薦客戶推薦他人的比率高出 2-3 倍

啟動檢查清單

啟動前

  • 定義計畫目標與成功指標
  • 設計獎勵結構
  • 建立或配置推薦工具
  • 建立推薦登陸頁面
  • 設定追蹤與歸因
  • 定義詐騙防範規則
  • 建立條款與條件
  • 測試完整的推薦流程

啟動

  • 向現有客戶公告
  • 加入應用內推薦提示
  • 在網站上更新計畫細節
  • 簡報支援團隊

啟動後(前 30 天)

  • 檢視轉換漏斗
  • 識別頂尖推薦者
  • 收集回饋
  • 修復摩擦點
  • 向非推薦者發送提醒郵件

郵件序列

推薦計畫啟動

主旨:您現在可以透過分享 [Product] 來賺取 [reward]

我們剛推出了推薦計畫!

和好友分享 [Product],每次成功註冊即可賺取 [reward]。
他們也能獲得 [their reward] 獎勵。

[專屬推薦連結]

1. 分享您的連結
2. 好友註冊
3. 您和好友都獲得 [reward]

推薦培育序列

  • 第 7 天:提醒推薦計畫
  • 第 30 天:「認識任何可能受益的人嗎?」
  • 第 60 天:成功案例 + 推薦提示
  • 里程碑後:「您已達成 [X]——認識其他也想要這個的人嗎?」

聯盟行銷計畫

關於詳細的聯盟行銷計畫設計、佣金結構、招募與工具:請參閱 references/affiliate-programs.md

關於聯盟行銷的冪律機制(買斷條款約為月佣金的 12 倍、20/80 超級推廣者法則、啟動聯盟策略):請參閱 references/viral-mechanisms.md


任務特定問題

  1. 計畫類型(推薦、聯盟或兩者兼有)?
  2. 您的客戶 LTV 和目前 CAC 是多少?
  3. 現有計畫還是從頭開始?
  4. 您考慮使用哪些工具/平台?
  5. 獎勵/佣金的預算?
  6. 您的產品是否自然適合分享?

工具整合

關於實作,請參閱 tools registry。推薦計畫的關鍵工具:

工具最適合指南
RewardfulStripe 原生的聯盟行銷計畫rewardful.md
ToltSaaS 聯盟行銷計畫tolt.md
Mention Me企業級推薦計畫mention-me.md
Dub.co連結追蹤與歸因dub-co.md
Stripe付款處理(用於佣金追蹤)stripe.md
Introw具有階梯、交易註冊、QBR 的管道合作夥伴計畫introw.md
PartnerStack企業級合作夥伴與聯盟行銷計畫partnerstack.md

相關技能

  • launch:有效啟動推薦計畫
  • emails:推薦培育活動
  • marketing-psychology:理解推薦動機
  • analytics:追蹤推薦歸因

Individual skills in this repo

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

ab-testing

When the user wants to plan, design, or implement an A/B test or experiment, or build a growth experimentation program. Also use when the user mentions

ads

When the user wants help with paid advertising campaigns on Google Ads, Meta (Facebook/Instagram), LinkedIn, Twitter/X, or other ad platforms. Also use when the user mentions

ai-seo

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

analytics

When the user wants to set up, improve, or audit analytics tracking and measurement. Also use when the user mentions

aso

When the user wants to audit or optimize an App Store or Google Play listing. Also use when the user mentions

attribution

When the user wants to figure out which marketing actually drives conversions and revenue, choose or interpret an attribution model, or reconcile conflicting numbers across tools. Also use when the user mentions

churn-prevention

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

cold-email

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

co-marketing

When the user wants to find co-marketing partners, plan joint campaigns, or brainstorm partnership opportunities. Use when the user says

community-marketing

Build and leverage online communities to drive product growth and brand loyalty. Use when the user wants to create a community strategy, grow a Discord or Slack community, manage a forum or subreddit, build brand advocates, increase word-of-mouth, drive community-led growth, engage users post-signup, or turn customers into evangelists. Trigger phrases: \

competitor-profiling

When the user wants to research, profile, or analyze competitors from their URLs. Also use when the user mentions

competitors

When the user wants to create competitor comparison or alternative pages for SEO and sales enablement. Also use when the user mentions

content-strategy

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

copy-editing

When the user wants to edit, review, or improve existing marketing copy, or refresh outdated content. Also use when the user mentions

copywriting

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

coreyhaines31/ab-test-setup

When the user wants to plan, design, or implement an A/B test or experiment, or build a growth experimentation program. 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," "how long should I run this test," "growth experiments," "experiment velocity," "experiment backlog," "ICE score," "experimentation program," or "experiment playbook." Use this whenever someone is comparing two approaches and wants to measure which performs better, or when they want to build a systematic experimentation practice. For tracking implementation, see analytics-tracking. For page-level conversion optimization, see page-cro.

coreyhaines31/analytics-tracking

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 wants to measure marketing results. For A/B test measurement, see ab-test-setup.

coreyhaines31/aso-audit

When the user wants to audit or optimize an App Store or Google Play listing. Also use when the user mentions 'ASO audit,' 'app store optimization,' 'optimize my app listing,' 'improve app visibility,' 'app store ranking,' 'audit my listing,' 'why aren't people downloading my app,' 'improve my app conversion,' 'keyword optimization for app,' or 'compare my app to competitors.' Use when the user shares an App Store or Google Play URL and wants to improve it.

coreyhaines31/competitor-alternatives

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 vs competitor, and competitor vs competitor. For sales-specific competitor docs, see sales-enablement.

coreyhaines31/email-sequence

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 outreach emails, see cold-email. For in-app onboarding, see onboarding-cro.

相關技能