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Both referrer and invitee receive credits. Creates viral loop through mutual incentive alignment.
| Name | Priority | Effort |
|---|---|---|
| Generate unique referral links per user | P0 | Each user gets a unique URL; link tracks clicks and sign-ups |
| Track referral attribution across devices | P0 | Referral credit persists across mobile, desktop, and email opens |
| Credit ledger for referrer and invitee | P1 | Both users see credits in account; credits apply to next billing cycle |
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Identifying high-propensity referral segments for Q2 2026 program design
This report profiles the two user segments most likely to drive high-quality referrals for an upcoming incentive program: Power Users (daily active, long-tenured) and Recent Converts (paid upgrade within the last 30 days).
Together these segments represent 18% of MAUs but generate 64% of observed organic word-of-mouth signals — inbound referral traffic, social mentions, and self-reported "heard from a friend" survey responses.
Daily active for 30+ consecutive days, tenure > 6 months, NPS ≥ 9.
Qualitative interviews (n=24) indicate power users refer primarily for belonging and status — they see themselves as "the person who brought the team onboard" and enjoy the social capital of recommending tools that work.
Monetary incentives were rated as least motivating by this segment. Recognition and early access ranked highest.
Completed a paid upgrade within the last 30 days.
Recent converts refer to validate their purchase decision. Bringing a peer along reduces cognitive dissonance about a new subscription, and helps them unlock team features they paid for.
This segment responds well to team-oriented rewards (seats, credits toward team plans) more than individual cash incentives.
Power users → status-based (tier recognition, early-access features, leaderboards). Recent converts → utility-based (team seats, platform credits, onboarding credits for referred team).
Power users should see referral prompts after milestone completions (e.g. 100th file created, 10th teammate invited). Recent converts should see prompts on day 7 of their paid subscription, during the peak propensity window.
Do not report a single "referral rate" KPI. Track conversion by segment: referrals-per-power-user and referrals-per-recent-convert. Aggregated metrics will hide the signal.