How to use the Referral programme design template

Start a board from it
Use this template opens a new Freero board with the Referral programme design template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Referral programme design”.
Follow the instruction on the board
“Ask at the moment customers are happiest, not on day one. Reward both sides with something that deepens use of the product.”
Fill in each part
- How it works for us
- Happy moment
- The ask
- They share
- Friend joins
- Both rewarded
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Referral programme design board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Loyalty programme design
Design a loyalty scheme that pays for itself: who to reward, the behaviour you want, how people earn, the rewards and the cost.
Marketing funnel plan
From first contact to repeat customer: what you do at each stage and the one number that shows it is working.
Customer advisory board
Plan a session with a small group of key customers: who to invite, what to ask them, what to share and how you will follow up.
Account adoption plan
See which teams in a customer use which parts of the product, find the gaps and plan how to get more of them using it well.
Voice of the customer programme
Bring what customers say in surveys, calls, tickets and reviews into one place, and decide who hears it and how often.
Launch announcement plan
Plan how a launch reaches people: the tease, the announcement day, the follow-up demos and the long tail.