
Growing your customer base through referrals demands more than just good products—it requires smart, timely engagement.
Managing campaigns, tracking leads, and motivating advocates means juggling multiple tasks and communications. AI prompts are now a vital part of this process.
Marketing teams leverage AI to:
Integrated into familiar tools—like docs, boards, and task trackers—AI in ClickUp Brain acts as a proactive partner, turning your referral strategies into well-organized, executable plans.
Identify 5 innovative referral program themes tailored for SaaS startups, based on insights from the ‘Q2 Referral Trends’ doc.
ClickUp Brain Behaviour: Analyzes linked documents to extract popular themes and suggests fresh referral concepts.
What referral incentives are most effective for B2B tech companies in North America?
ClickUp Brain Behavior: Combines data from internal marketing studies; Brain Max can supplement with public market reports if accessible.
Draft a referral campaign brief focused on customer advocacy, inspired by the ‘Brand Loyalty’ notes and past successful campaigns.
ClickUp Brain Behavior: Pulls key points from linked docs to create a structured, actionable campaign outline.
Summarize referral conversion benchmarks comparing email vs social media channels using our ‘Referral Metrics Q1’ doc.
ClickUp Brain Behavior: Extracts and condenses performance data from internal reports into a clear comparison.
List top referral tracking tools favored by marketing teams, referencing recent vendor evaluations and user feedback docs.
ClickUp Brain Behavior: Reviews internal documents to identify commonly recommended platforms and their features.
From the ‘Referral Compliance Guidelines’ doc, generate a checklist ensuring legal adherence in campaign messaging.
ClickUp Brain Behavior: Detects compliance requirements and formats them into a practical checklist within a task or document.
Summarize 3 emerging trends in influencer-driven referral programs from post-2023 marketing research and case studies.
ClickUp Brain Behavior: Extracts recurring insights and patterns from linked research materials.
From the ‘Customer Feedback Q2’ doc, summarize key motivators for referrals among millennials.
ClickUp Brain Behavior: Analyzes survey data to highlight common themes and preferences influencing referral behavior.
Write engaging and concise copy for referral landing pages using the tone guidelines in ‘BrandVoice.pdf’.
ClickUp Brain Behavior: References tone documents to generate multiple copy variations suited for landing page use.
Summarize recent changes in data privacy laws affecting referral marketing and their impact on user consent processes.
ClickUp Brain Behavior: Reviews linked compliance documents and public updates to produce a clear summary of implications.
Generate placement and design recommendations for referral call-to-action buttons, referencing UX best practices in our workspace.
ClickUp Brain Behavior: Extracts guidelines and compiles a checklist for optimal CTA positioning and styling.
Create a quality assurance checklist for referral program workflows using ‘Referral Process Maps’ and past audit reports.
ClickUp Brain Behavior: Identifies critical steps and verification points, organizing them into a structured QA task list.
Compare referral program success metrics across industries like e-commerce, SaaS, and fintech using our competitive analysis docs.
ClickUp Brain Behavior: Summarizes data into an easy-to-read format highlighting key performance differences.
What referral engagement strategies are gaining traction in subscription services since 2023?
ClickUp Brain Behavior: Synthesizes insights from internal trend reports, campaign summaries, and recent market analyses.
Summarize main challenges faced by referral marketing teams in APAC markets, including cultural and regulatory factors.
ClickUp Brain Behavior: Extracts and prioritizes issues from feedback, survey responses, and regional reports.
Brain Max Boost: Effortlessly access past campaigns, customer feedback, and promotional materials to fuel your next referral initiative.

Brain Max Boost: Instantly access historical referral data, influencer comparisons, or campaign insights across your projects.

Marketers brainstorm fresh referral tactics rapidly, make informed campaign choices, and avoid decision delays.