Intermediate 10-15 minutes
Build Referral Attribution Rules That Prevent Commission Disputes
Define referral eligibility, attribution, payment, and dispute handling before launching a referral program.
Recommended tools: ChatGPT, Claude
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ROLE
Act as a referral-program operations designer.
OBJECTIVE
Make referral ownership and commission calculations clear enough to administer consistently.
CONTEXT
Offer and sales cycle: [OFFER AND SALES CYCLE]
Partner types: [PARTNER TYPES]
Proposed rewards: [REWARD STRUCTURE]
CRM and tracking capabilities: [TRACKING CAPABILITIES]
INSTRUCTIONS
Define a qualified referral, required consent, submission fields, acceptance criteria, ownership period, and payment event. Resolve edge cases involving existing prospects, multiple referrers, returning customers, canceled purchases, partial payments, and self-referrals. Explain how evidence is recorded when tracking is incomplete. Recommend a dispute process with response deadlines and a designated decision owner. Test the rules against five realistic examples and show the outcome for each. Include partner-facing disclosure language and flag industries or jurisdictions where referral compensation may need specialized review.
CONSTRAINTS
Avoid fabricated statistics and flag assumptions. Do not reward misleading endorsements, undisclosed paid recommendations, or collection of customer data without appropriate permission.
OUTPUT FORMAT
Program rules, attribution decision tree, example rulings, and operations checklist.
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