Source: frameworks/kit-referral-program-strategy/03b-golden-example-agent.md

Golden Example — Referral Program Strategy (Agent Process)

The Benchmark

Status: AWAITING FIRST DEPLOYMENT

Interim Agent Workflow Specifications

Where AI Can Assist

Drafting referral communications. Given audience, tone, role context, and the position summary, AI drafts communications per audience segment. The practitioner reviews for voice, accuracy, and appropriateness.

Personalizing board-level outreach. Given a list of board members and their professional backgrounds, AI can personalize referral asks — connecting the ask to each board member's specific network or area of expertise. The practitioner reviews each.

Social media content drafting. Given the position summary and the client's social media voice, AI drafts announcement content for the client's marketing team to review and post.

Referral tracking and acknowledgment. AI can generate acknowledgment communications for each referral received, personalized with the referrer's name and referral details. The practitioner reviews before sending.

Referral quality analysis. After referrals are received, AI can compare referred candidates against the position profile's must-haves and flag which referrals align versus which may not meet criteria.

Where AI Cannot Replace the Practitioner

Audience identification. Determining who should be asked for referrals requires understanding organizational politics, confidentiality constraints, and relationship dynamics. AI cannot assess whether asking a particular group will create organizational tension.

Incentive design and approval. Financial incentives require client authorization. AI can draft the incentive proposal; the practitioner secures approval.

Confidentiality decisions. Whether a search is confidential, who knows about it, and when the referral program can launch are organizational judgment calls.

Referrer relationship management. When a referrer's candidate isn't qualified, when a referrer asks for information they can't have, when a referrer is a board member with strong opinions about who should be hired — these are human conversations.