Referral Program Implementation Project Brief

Launch Your Customer Referral Program with Confidence

A well-designed referral program can be one of your most powerful growth engines—but success starts with a clear, comprehensive project brief. This Referral Program Implementation Project Brief template helps marketing teams, growth managers, and project leaders capture every essential detail needed to launch an effective referral initiative.

Built for Marketing Teams & Growth-Focused Businesses

Whether you're a SaaS startup looking to accelerate customer acquisition, an eCommerce brand building community-driven growth, or an agency helping clients design referral strategies, this template ensures nothing falls through the cracks. Capture stakeholder requirements, define incentive structures, outline tracking system needs, and plan promotional campaigns—all in one organized brief.

Why Paperform for Referral Program Planning?

Paperform's flexible form builder lets you customize this template to match your brand and workflow. Use conditional logic to show different questions based on program type (B2C vs B2B, discount-based vs cash rewards), and leverage calculations to model potential ROI right within the form.

Once submitted, integrate with your project management tools like Asana, Monday.com, or Notion to automatically create project tasks. Or use Stepper to build an automated workflow that routes the brief to legal for T&C review, sends design requirements to your creative team, and notifies your dev team about tracking implementation needs—keeping everyone aligned without manual handoffs.

Streamline from Brief to Launch

This template covers everything from program objectives and target audience through to incentive tiers, fraud prevention measures, promotional channel planning, and success metrics. It's designed to help you think through the complete customer journey and technical requirements before you build, ensuring your referral program launches smoothly and scales sustainably.

Start with a structured brief, automate the handoffs with Stepper, and get your referral program live faster with Paperform.