Your members joined to exchange referrals. Show them it’s working.
Members leave a group for one reason: they stop believing it pays. The exchange usually is happening. It’s just invisible.
Give every member an assistant that turns meetings into business, and give the group the numbers to prove it.
Set up in minutes. Two-seat minimum.
Give and get, measured.
A group account rolls every member’s referral activity into one report for the people running the group.
Renewal season stops being a feeling. The group’s value is a number, and every member can see their own.
The culture problem becomes visible
Every group has members who give generously and members who only collect. When given and received sit side by side for everyone, the imbalance corrects itself and the givers finally get recognized.
“Members see their own book. Group admins see the whole picture.”
- Member leaderboard
- Referrals given and received, conversion, and revenue for every member, from 30 days to all time
- Give-and-get balance
- The members who feed the group and the ones quietly coasting, visible on one screen
- Member drilldown
- Open any member and see their referrals and partner relationships in full detail
- Revenue attribution
- Referrals carry deal values, so activity rolls up to dollars instead of attendance counts
Members who can see the group paying off renew.
Seats work as a member benefit, a recruiting edge, and a retention tool at the same time.
Members walk in already prepared.
A meeting toolkit built for how structured referral groups actually run, from the monthly meeting to the small-group sit-down.
The member who knows who to meet and why gets more from one meeting than most get from a year of showing up.
- Meeting prep briefing
- Forward the meeting’s attendee list and the assistant builds a briefing with who to prioritize, why they fit, and what to say
- Prep email
- The briefing lands in the member’s inbox the day before, so they walk in ready without logging in
- Partner check-ins
- Existing partners in the room who are owed a thank-you or going quiet, flagged before the meeting starts
- Thank-you list
- Everyone who sent the member a referral or introduction in the last 30, 60, or 90 days, ready for public recognition
- Small-group prep
- Discussion topics, deep-dive questions, and action items for the one-to-ones and small-group meetings between sessions
Every member sees the partner types their network is missing.
Each member’s network is mapped against the partner types that feed their business, so they know exactly who to look for in the room.
“Public thank-yous are the fuel of a giving culture. The assistant makes sure nobody is forgotten.”
The fortune is in the follow-up.
Groups don’t fail at the meeting. They fail in the two weeks after it.
Every member gets a personal assistant that chases the follow-up, drafts the intro, and logs the referral without being asked.
Connections become partners
A meeting connection is only worth what happens next. The assistant tracks each one from first hello to active referral partner, and keeps score of what came back to the member because of the group.
“A member who follows up is a member who renews.”
- Connection tracking
- Every meeting connection moves from met, to followed up, to added to the network. Nothing falls through
- Follow-up nudges
- The assistant reminds members when an intro is owed, a thank-you is due, or a referral is going cold
- Automatic logging
- Referrals and introductions are spotted in each member’s email and meetings and recorded without data entry
- Daily briefing
- Each member starts the morning knowing which relationships need attention
From first meeting to easy renewal.
Members leave for three reasons. They never got traction, they lost momentum, or they forgot what the group earned them. Each one has an answer.
A member’s first month has a plan. Month twelve has a receipt.
No more first-year fade
A new member doesn’t wander the room for a year figuring out who matters. Their assistant hands them a first-month plan matched to the gaps in their network, with the intro drafts already written. They’re doing business with other members in week one.
“The fastest way to keep a member is to make their first month pay.”
- Week-one onboarding
- A new member gets a first-month plan on day one: who to meet, which gaps they fill for each other, and drafts ready to send
- A roadmap for every member
- A monthly plan moves each member toward center of influence, with an index that shows the climb
- Churn you can see coming
- The leaderboard shows who is drifting quiet before renewal season does, while there is still time to re-engage them
- A year-end value statement
- Every member gets their year, measured: dues in, tracked referral revenue out, and the reciprocity they gave back
Make membership pay for itself.
Start with the leadership team, or roll it out to the whole roster.
Set up your groupSet up in minutes. Two-seat minimum.