Module 9 worksheet

Review/Referral Worksheet

Step 9 — GROW

Purpose: Set the trigger, timing, channel, and ask for one advocacy request — and decide its incentive — so a delighted customer is asked at the moment of peak delight, in the easiest possible way. Fill one worksheet per advocacy output (review, then referral) before you write a single line of the ask.

When to run it / Inputs: Run it once you have a genuinely delighted customer and can name the success moment that proves it. Bring from EDUCATE: the activation milestone or feedback signal that marks the win, the NPS/CSAT data that confirms it, and the platforms where these customers gather. Bring from your Foundation Blueprint: Brand Voice adjectives and brand positioning.


1. The review-request plan

Set the part, then state your decision
A1: Trigger — the success signal that fires the ask
(The EDUCATE milestone or feedback signal — NOT a shipping or payment date)
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A2: Moment — when to ask, relative to the trigger
(The window when delight peaks; e.g. within 24–48h of milestone confirmation)
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A3: Channel — where the ask lands
(Email? In-app? The one place this customer will actually see it)
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A4: The ask — one specific question
(e.g. “What problem did [product] solve for you?” — not “leave us a review”)
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A5: Mechanism — the path from “yes” to “done”
(Deep link straight to the review box; a written prompt to defeat the blank page)
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2. The referral mechanics

Set the part, then state your decision
B1: Trigger & moment — when to invite the referral
(Just after the win, or just after a glowing review)
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B2: The offer — what’s on the table
(The reward, in plain terms; e.g. “Give £X, get £X”)
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B3: Who gets what — referrer vs new customer
(Name each party’s reward; for referrals, two-sided usually fits best)
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B4: Share path — the single tap that sends it
(Pre-filled code or one-tap link with the friend’s reward already attached)
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B5: Redemption — how the reward is claimed
(Must be easy: no fortnight expiry, hidden dashboard, or surprise minimum spend)
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3. Incentive vs brand — the choice

IncentiveBrand cost you accept
C1: Structure chosen
(No incentive / one-sided / two-sided — circle one and say why)
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C2: Form chosen
(Discount / store credit / gift / recognition — and why it fits this brand)
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C3: The line you hold
(Confirm: you reward the ACT of sharing, never the sentiment)
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Instructions:

  1. Set the trigger first (A1). Everything depends on it. If you cannot name a genuine EDUCATE success signal, stop — that gap closes in EDUCATE before SHARE can work at all. A shipping or payment date is not a trigger.
  2. Time the ask to the customer, not the calendar (A2). Find the window when the win first lands; ask inside it. Too early and there is nothing to share; too late and the impulse is gone.
  3. Build the review row before the referral row. Reviews are the highest-volume output and teach you cheaply where friction lives. Fill section 1 fully before section 2.
  4. Write the ask as one specific question (A4), then kill the friction (A5, B4). Reduce the path from “yes” to “done” to a single action.
  5. Make the incentive choice deliberately (section 3). Weigh volume against brand for each row, and hold the line: incentivise the act of sharing, never a positive sentiment.
  6. Check redemption is genuinely easy (B5). A reward buried behind conditions costs more trust than the referrals it buys.
  7. Review across each row. Trigger, moment, channel, ask, mechanism, incentive should back each other up, not contradict.

Feeds: → the advocacy spiral — advocates and qualified referrals re-enter the framework at HOOK as warm, pre-trusted prospects; request-to-completion, review-to-conversion lift, and verbatim customer language flow to REFINE and your Foundation.


Source: 4.3-share.md · Prompt: prompts/Share.md · Procedure: the SHARE SOP