Referral program orchestration covering design, launch, and optimization
Installation
npx claude-plugins install @gtmagents/gtm-agents/referral-program-orchestration
Contents
Folders: agents, commands, skills
Included Skills
This plugin includes 3 skill definitions:
fraud-detection
Use to monitor, investigate, and prevent abuse within referral programs.
View skill definition
Referral Fraud Detection Skill
When to Use
- Designing safeguards for new referral initiatives.
- Investigating suspicious referral spikes, duplicate accounts, or payout anomalies.
- Reporting on program integrity for finance, legal, or compliance teams.
Framework
- Signal Collection – IP/device matching, velocity checks, blacklist databases, manual reviews.
- Scoring Model – assign risk scores by cohort (new accounts, high-volume referrers, geo mismatch).
- Workflow Automation – auto-flag, queue for review, or pause rewards until verified.
- Investigation Runbook – define evidence gathering, communication templates, and resolution paths.
- Feedback Loop – update heuristics, adjust incentives, and communicate policy changes.
Templates
- Fraud monitoring dashboard outline (metrics, thresholds, owners).
- Investigation log (case ID, referrer, signals, action taken, notes).
- Policy update checklist (legal, comms, ops, partner notifications).
Tips
- Combine automated checks with random manual audits for accuracy.
- Align with legal/finance on clawback procedures before launch.
- Share learnings with
incentive-designto discourage risky behavior.
incentive-design
Use when structuring payouts, tiers, and eligibility for referral programs.
View skill definition
Referral Incentive Design Skill
When to Use
- Launching new referral or affiliate programs.
- Revisiting incentive structures after performance reviews.
- Adapting rewards for new personas, products, or regions.
Framework
- Objective Alignment – tie incentives to desired behavior (lead quality, revenue, product adoption).
- Structure Options – choose between cash, credits, swag, tiered multipliers, or charitable donations.
- Economics – model CAC/LTV impact, cap payouts, and define clawback rules.
- Compliance – account for tax reporting, regional regulations, and contractual clauses.
- Experimentation – define hypotheses, guardrails, and measurement cadence.
Templates
- Incentive matrix (persona → action → reward → cap → notes).
- Budget planner comparing reward scenarios vs target outcomes.
- A/B test brief for incentive experiments.
Tips
- Keep tiers simple; too many options create friction.
- Pair with finance/legal early to avoid rework.
- Document changes with effective dates for auditability.
partner-ops
Use to manage partner onboarding, enablement, and compliance workflows
View skill definition
Partner Operations Toolkit Skill
When to Use
- Onboarding new referral partners or affiliates.
- Coordinating partner communications, reporting, and payment processes.
- Auditing partner compliance and performance tiers.
Framework
- Onboarding Flow – agreements, compliance docs, tax forms, tool access, success plan.
- Enablement Package – content kits, messaging, FAQs, co-marketing assets, escalation contacts.
- Reporting Cadence – dashboards, submission tracking, performance reviews, payout schedules.
- Compliance & Risk – policy acknowledgment, brand guidelines, marketing approval steps.
- Lifecycle Management – tier upgrades/downgrades, inactive partner re-engagement, offboarding.
Templates
- Partner onboarding checklist (documents, approvals, system access).
- Enablement brief (program overview, assets, CTAs, support channels).
- Quarterly business review deck outline.
Tips
- Centralize partner data (CRM or PRM) with status + compliance fields.
- Pair with
launch-programcommand to ensure partners receive updated kits. - Automate reminders for reporting deadlines and policy renewals.