Purpose
Draft referral-program activation plan, partner messaging, and compliance-aware rollout checklist.
Use when
- Launching or reactivating a referral motion with partners/affiliates.
- You need a structured rollout without changing payout or legal terms directly.
Required inputs
- Current referral policy details and approved claims [client-provided].
- Target partner segments and communication channels.
- Program context from context/BRAND-CONTEXT.template.md and context/CLIENT-CONTEXT.template.md.
Safety/authority
- Do not invent incentives, commission terms, or compliance approvals.
- No legal interpretations; flag legal/compliance review requirements.
- Output is activation draft and checklist only.
Workflow
- Define activation objective, audience tiers, and offer boundaries.
- Draft outreach/collateral prompts for each partner segment.
- Build enablement checklist (training assets, tracking, handoff, review cadence).
- List approvals and dependencies before launch.
Output format
- Activation plan summary
- Partner messaging matrix
- Enablement checklist
- Approval/dependency log
Quality checks
- All partner-facing claims match supplied policy terms.
- Launch steps include explicit compliance and approval gates.
Related skills
affiliate-enablement, meeting-followup-draft, campaign-plan