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Customer service

Plan a loyalty or referral reward

A reward that brings customers back, or brings their friends.

Best for
Owners
Est. time saved
2+ hours
Works with
ChatGPT, Claude and Gemini

When to use it

  • Your best customers come back or recommend you, and you'd like more of that.
  • You want a simple reward you can afford and actually run.

When not to

  • If you haven't worked out what you can afford to give away.

What to have ready

  • What you offer, and your prices
  • Who your customers are
  • What you can afford to give as a reward
  • How you'll keep track

The prompt

Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.

› the prompt
You're helping me plan a simple reward for returning customers or referrals. This is a plan for me to check.

What we offer and our prices: [WHAT YOU OFFER AND ROUGH PRICES]
Our customers: [E.G. LOCAL HOMEOWNERS]
How often customers usually come back: [E.G. ONCE A YEAR, OR "DON'T KNOW"]
What we can afford to give: [E.G. UP TO $30 PER NEW CUSTOMER]
How we'll keep track: [E.G. A SPREADSHEET OR OUR CRM]

Please:
1. Suggest two or three simple reward ideas that fit my business, and say which you'd pick and why.
2. For the one you'd pick, explain who qualifies, what they get, and when.
3. Write short wording to tell customers about it.
4. Suggest how to track it and how to tell if it's working.
5. List anything I should check, such as terms and conditions.

Rules:
- Stay within what I've said we can afford.
- Keep it simple enough to run without new software.
- Don't invent figures about how well rewards like this work.
- Anything sent to customers is a draft for me to check first.

Example input

A made-up example of what the brackets might say.

What we offer: furnace servicing at $90 a year. Customers: homeowners in Denver. Come back: once a year. Can afford: $20 per referral. Track: in our booking system.

Tips

  • Simple beats clever. "Refer a friend, you both get $20 off" is easy to remember.
  • Thank people who refer you, even before the reward kicks in.

Want prompts built around your business?

Our AI Tool Audit finds the jobs worth handing to AI, and writes ready-to-use prompts for your top three.