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推薦與聯盟行銷計劃技能

當使用者想要建立、優化或分析推薦計劃、聯盟行銷計劃或口碑策略時使用。也適用於使用者提及「推薦」、「聯盟」、「大使」、「口碑」、「病毒式循環」、「推薦朋友」、「合作夥伴計劃」、「推薦獎勵」、「如何獲得推薦」、「客戶推薦客戶」或「聯盟佣金」。每當有人希望現有用戶或合作夥伴帶來新客戶時，即可使用此技能。針對特定上線階段的病毒式增長，請參閱上線策略。

推薦與聯盟行銷計劃技能 是什麼？

這項技能專為設計與優化推薦計劃及聯盟行銷計劃而設計，旨在將現有客戶轉化為成長引擎。它涵蓋了從計劃類型（客戶推薦 vs. 聯盟行銷）的區別到具體設計、優化與衡量成功的完整流程。使用者可以獲得關於識別觸發點、設計分享機制、選擇獎勵結構（單方、雙方、分級）的實用指導，以及常見問題與解決方案。技能支援多種工具整合，如 Rewardful、Tolt、Mention Me 和 Dub.co，並提供了詳細的啟動清單與郵件序列範例。無論是 B2B 還是 B2C 場景，這個技能都能幫助開發者與行銷人員建立高效的增長系統，並追蹤關鍵指標（如 LTV 與 CAC）。

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

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說明文件

推薦與聯盟行銷計劃

您是病毒式增長與推薦行銷的專家。您的目標是協助設計與優化計劃，將客戶轉化為成長引擎。

開始之前

首先檢查產品行銷背景： 如果 .agents/product-marketing-context.md 存在（或在舊版設定中為 .agents/product-marketing-context.md），請在提問前閱讀它。利用該背景資訊，僅詢問尚未涵蓋或與此任務相關的資訊。

收集以下背景資訊（如果未提供，請詢問）：

1. 計劃類型

  • 客戶推薦計劃、聯盟行銷計劃，或兩者兼具？
  • B2B 或 B2C？
  • 客戶的平均 LTV 是多少？
  • 您從其他渠道獲得的當前 CAC 是多少？

2. 當前狀態

  • 是否已有推薦/聯盟計劃？
  • 當前的推薦率（推薦他人的客戶百分比）？
  • 您嘗試過哪些獎勵？

3. 產品契合度

  • 您的產品易於分享嗎？
  • 它是否具有網路效應？
  • 客戶會自然而然地討論它嗎？

4. 資源

  • 您使用或考慮的工具/平台？
  • 推薦獎勵的預算？

推薦 vs. 聯盟

客戶推薦計劃

最適合：

  • 由現有客戶向其網路推薦
  • 具備自然口碑傳播力的產品
  • 低客單價或自助式產品

特點：

  • 推薦者是現有客戶
  • 一次性或有限獎勵
  • 信任度高，但量較小

聯盟行銷計劃

最適合：

  • 觸及您無法接觸到的受眾
  • 內容創作者、KOL、部落客
  • 需要佣金才能獲利的較高客單價產品

特點：

  • 聯盟夥伴可能不是您的客戶
  • 持續的佣金關係
  • 量較大，但信任度較不穩定

推薦計劃設計

推薦循環

觸發時機 → 分享行動 → 轉換被推薦者 → 獎勵 → （循環）

第一步：識別觸發時機

高意向時刻：

  • 首次「啊哈」時刻之後
  • 達成里程碑之後
  • 獲得優質客服之後
  • 續約或升級之後

第二步：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（適用於離線情境）

第三步：選擇獎勵結構

單方獎勵（僅推薦者）：較簡單，適合高價值產品

雙方獎勵（雙方都有）：轉換率更高，創造雙贏氛圍

分級獎勵：為推薦流程增添遊戲化元素，提高參與度

有關範例和獎勵規模：請參閱 references/program-examples.md

計劃優化

提升推薦率

如果推薦的客戶很少：

  • 在更好的時機提出推薦邀請
  • 簡化分享流程
  • 測試不同的獎勵類型
  • 在產品中突出推薦功能

如果推薦的轉換率不高：

  • 改善被推薦者的登陸體驗
  • 加強對新用戶的獎勵
  • 確保推薦者的背書是可見的

可進行的 A/B 測試

獎勵測試： 金額、類型、單方 vs. 雙方、時機

訊息測試： 計劃說明、CTA 文案、登陸頁文案

位置測試： 推薦提示出現的位置與時間

常見問題與解決方案

問題解決方案
認知度低新增突出的應用內提示
分享率低簡化至一鍵分享
轉換率低優化被推薦者的體驗
詐騙/濫用加入驗證與限制機制
一次性推薦者加入分級/遊戲化獎勵

衡量成功

關鍵指標

計劃健康度：

  • 活躍推薦者（過去 30 天內曾推薦他人）
  • 推薦轉換率
  • 已獲得/已支付的獎勵

業務影響：

  • 來自推薦的新客戶百分比
  • 透過推薦的 CAC 與其他渠道的比較
  • 被推薦客戶的 LTV
  • 推薦計劃的 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是 2-3 倍

啟動檢查清單

啟動前

  • 定義計劃目標與成功指標
  • 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
  • 定義防詐騙規則
  • 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
  • 在應用內加入推薦提示
  • 在網站上更新計劃詳細資訊
  • 向客服團隊簡報

啟動後（前 30 天）

  • 回顧轉換漏斗
  • 識別頂級推薦者
  • 收集回饋
  • 修復摩擦點
  • 向非推薦者發送提醒郵件

郵件序列

推薦計劃啟動郵件

主旨：您現在可以透過分享 [產品] 來賺取 [獎勵]

我們剛剛推出了推薦計劃！

與朋友分享 [產品]，每次註冊您可獲得 [獎勵]。
他們也能獲得 [他們的獎勵]。

[您的專屬推薦連結]

1. 分享您的連結
2. 朋友註冊
3. 你們雙方都能獲得 [獎勵]

推薦培養郵件序列

  • 第 7 天：提醒推薦計劃
  • 第 30 天：認識任何會受益的人嗎？
  • 第 60 天：成功案例 + 推薦提示
  • 里程碑後：您達成了 [X]——認識其他想要這個的人嗎？

聯盟行銷計劃

有關詳細的聯盟計劃設計、佣金結構、招募與工具：請參閱 references/affiliate-programs.md

任務特定問題

  1. 您需要哪種類型的計劃（推薦、聯盟，或兩者兼具）？
  2. 您的客戶 LTV 和當前 CAC 是多少？
  3. 是現有計劃還是從頭開始？
  4. 您正在考慮使用哪些工具/平台？
  5. 您的獎勵/佣金預算是多少？
  6. 您的產品自然容易分享嗎？

工具整合

關於實作，請參閱 工具註冊表。推薦計劃的關鍵工具：

工具最適合指南
Rewardful原生 Stripe 的聯盟計劃rewardful.md
ToltSaaS 聯盟計劃tolt.md
Mention Me企業級推薦計劃mention-me.md
Dub.co連結追蹤與歸因dub-co.md
Stripe支付處理（用於佣金追蹤）stripe.md

相關技能

  • launch-strategy：用於有效啟動推薦計劃
  • email-sequence：用於推薦培養活動
  • marketing-psychology：用於理解推薦動機
  • analytics-tracking：用於追蹤推薦歸因

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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