Referral Program Starter Kit

Prepare a referral programme and record referrals, eligibility decisions and rewards manually. Define one currency, a fixed reward, waiting period, cap and rules version, then keep pending, approved, paid and reversed amounts distinct.

Who it is for

Businesses preparing a referral program and its operating records.

What is included

• Includes a Blank XLSX tracker, two DOCX documents containing six communication templates including participant FAQ and four procedures, a Demo workbook and documents, 15 fictional scenarios documented in the PDF buyer guide, and instructions and reference definitions in that guide.
• Prepared capacity covers 100 participants, 200 referrals and 200 payout rows.
• A full PDF buyer guide with contents and product-specific setup and usage instructions is included. Documentation and reference sections are consolidated in the PDF; separate Markdown guides are not included.

How to use

• Review duplicate orders, self-referrals, refunds, disputes, consent and cap conflicts before approving a reward.
• Record confirmation after making a payment outside the kit.

Requirements and formats

• Use XLSX and DOCX editors, or import your private workbook into Google Sheets with your own account.

Before you buy

• One full fixed reward per payout is supported; partial payouts, currency conversion, automatic monthly cap resets and multilevel commissions are not.
• The kit does not collect referrals, send emails or transfer funds, and programme rules need review for your own business and jurisdiction.

Usage permission

The included licence permits one purchasing individual or business to adapt the files for internal work and create finished client outputs.
Do not resell, sublicense, redistribute or publish the reusable templates, application or source kit.
Mandatory purchase-channel terms and statutory rights take precedence where applicable.

Digital product

Digital product; no physical item.

Download your files

After purchase, open this product in your Whop account and download the ZIP from its Downloads section. Start with the included PDF buyer guide. Check the product requirements above before buying.