Referral & co-marketing program builder
A growth team designs a referral loop, sources and qualifies co-marketing partners, drafts partner outreach, and lands a ready-to-launch program for you to approve.
Saves you ~4.9 h / week
What it installs
Agents 3
-
Growth Agent
Builds the referral mechanics and orchestrates partner outreach.
-
Partnerships Researcher
Finds partners, scores fit, and verifies the claims behind each one.
-
Referral & co-marketing program builder Quality Reviewer
Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.
Teams 1
-
Growth program team
A growth lead who designs the referral loop and a partnerships researcher who sources, qualifies, and verifies co-marketing partners.
Workflows 1
-
Referral & co-marketing builder
Design the loop, source partners, draft outreach, verify, and approve for launch.
Goals 1
-
Referral loop & partner pipeline live
Stand up and maintain a working referral loop plus an ongoing pipeline of qualified co-marketing partners.
Skills 4
-
referrals
Designing referral and affiliate loops: trigger moments, share mechanisms, incentive structures, guardrails, and optimization. Adapted from coreyhaines31/marketingskills/referrals.
-
co-marketing
Finding co-marketing partners by audience overlap, scoring fit, and choosing campaign formats by effort and goal. Adapted from coreyhaines31/marketingskills/co-marketing.
-
creator-ugc-marketing
Activating creators and UGC by budget tier, with guardrail-style briefs and usage rights for scalable creative. Adapted from eronred/aso-skills/creator-ugc-marketing.
-
partnership-bd
Opening strategic partnerships: mutual-benefit positioning, case-study leverage, strategic patience, and long-game coordination. Adapted from refoundai/lenny-skills/partnership-bd.
Schedules 1
-
Referral & co-marketing build
Designs the loop and sources partners on the schedule you choose. ## Professional quality control Objective: complete the recurring Referral & co-marketing program builder operating cycle and deliver a review-ready, evidence-backed result rather than merely report that the schedule ran. Start by fixing the review period, reading the current source records and prior run, confirming required access, and listing missing or contradictory inputs. Execute the bundle's full authored method in order, retaining source, calculation, command, or before/after evidence for load-bearing findings. Separate facts from interpretation, apply supplied policy without inventing thresholds, and stop any branch that requires missing authority or an unconfirmed human rule. Produce the complete named deliverable plus an evidence record, assumptions, exceptions, unresolved questions, and concrete next actions with owners where the method calls for them. Run the workflow's independent verifier checks and fix failures before requesting approval. The task is done only when every requested section and quality criterion passes or a blocker is explicit; silence, inaccessible data, or polished prose is not proof of completion. For prose, verify audience and voice against supplied examples, support every factual claim, and remove generic AI phrasing, filler, canned setup, hollow transitions, inflated language, repetitive tricolons, bullet soup, and uniform cadence. Preserve format-specific load-bearing elements such as the hook, subject line, quoted language, and call to action while making every paragraph earn its place. Reject unsupported claims or fake specificity. The human retains authority over publication, sending, spend, signing, merging, deployment, and other consequential external actions.
Requirements
What this playbook expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.
- Web search and fetch access for partner research — Sourcing and qualifying partners depends on web search and page-fetch tools to research audience overlap, integration ecosystems, and partner credibility.
Setup guide
How to Automate a Referral and Co-Marketing Program
A practical guide to building referral loops and partner outreach with an agent, verified fit, and human approval.
Read the setup guideDon't see your workflow? Describe it.
A sentence or two about a recurring job is enough. We design the playbook that runs it and show you exactly what it saves.
Install Referral & co-marketing program builder and run it with approvals.
Join the waitlist and we will send early access when the first private beta spots open.
Private beta. We invite teams in batches and never share your email.