Turn Happy Customers into a Tracked Referral Channel (Claude Cowork Self-Install Kit)

Turn happy customers into a referral channel you can actually track.

Your happy customers would gladly refer you, but you never ask, and the one time you tried a referral program you couldn't tell who sent who. The goodwill is real and the moment passes unused every single time.

The leak isn't your customers' willingness. It's that nothing asks at the right moment or tracks the result, so referrals stay an accident instead of a channel.

What this kit does

After a positive signal, an order delivered, a repeat purchase, a five-star review or high NPS, the kit automatically sends a personalized referral ask carrying a unique tracked link and a two-sided reward. It tracks redemptions and triggers reward fulfillment. The ask fires at peak goodwill and you can see exactly who referred whom.

What you can expect

Referral asks go out automatically at the moment of peak goodwill instead of never, and every send carries a tracked link so you finally know who referred whom. New customers come in at near-zero acquisition cost through a channel that used to be pure guesswork.

Who it's for

Built for coaches and consultants, e-commerce operators, and service businesses with a base of happy customers. This is a Claude Cowork self-install kit you run yourself.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

This kit's value is the acquisition channel it opens. Customers won through a tracked referral cost you almost nothing to acquire, and the kit turns that into a repeatable system rather than a happy accident.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork, ReferralCandy, and Klaviyo accounts. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

How to install this kit

Connect ReferralCandy and Klaviyo at claude.com/connectors and authorize each account. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing referral program software, this is the install-it-once alternative. You set up your own tracked referral channel and keep it, with no monthly platform fee. Add it to your cart, open it in Claude Cowork, and send your first tracked ask today.