Daily briefing

Your home page is your daily brief. It is the screen to open every morning for the first month, so you get into the habit of letting the app surface what to do instead of trying to hold every relationship in your head. It is a short worklist, not a chart wall, and every row carries an action so you can clear it without going anywhere.

Where to Find It

Where to find it: It is the screen you land on after you sign in. Come back to it any time from Home at the top of the sidebar. On iOS it is the Briefing tab.

The page reads top to bottom:

1. The greeting. Your name, your assistant's name, today's date, and a one-line count of what is waiting.
2. The ask box. Type or say anything. It is the same assistant as everywhere else, already knowing whose account it is looking at.
3. YOUR DAILY BRIEF, with a badge for your Referral Rhythm type, Guided or Scale, once you have picked one.
4. The headline, which says how much there is to take care of today. The line under it tracks your week, for example "Week 2 of your rhythm · 0 of 3 done".
5. The rows themselves, numbered in the order to do them.

When there is nothing left, the brief says That's the day, cleared. rather than showing you an empty list.

Getting Set Up

Where to find it: The top of your home page on a new account. Once you have dismissed it, top right avatar → Setup guide brings it back.

On a new account, a Getting Set Up card sits at the top of the page and stays until your account is actually working. While it is there, the brief and the health reading wait: there is nothing honest to say about a network the app has just met. The card shows one of a few things depending on where you are:

• A scan in progress. If you have connected your mailbox, it reports live: the four stages of the scan on one track, each with a count as it goes.
• A finished scan. The card becomes Your Inbox Review Is Ready, with every stage checked and a Review what I found button.
• A review under way. Once you have sorted your first card it becomes Keep Going, a progress bar and a Keep reviewing button, and steps aside after your first ten cards. Anything still waiting moves into the brief as its own row.
• A scan that stopped early. It says so and offers to try again, and it keeps the manual routes on screen so you are never at a dead end.
• A checklist, when there is no mailbox connected or the scan found nothing: connect your email, upload a contact file, connect your CRM, forward an email to your assistant, or add a few partners by hand. Each row ticks itself off as the app can see it has been done.

The whole sequence, including the What Your Inbox Knows and Your Network Today cards that sit under it, is walked step by step in Your first week on ReferralPulse.

Your Network Health

Network Health lives in the header of every page. On a Referral Rhythm it sits inside the My Rhythm card: hover over My Rhythm, or tab to it, to see your score out of 100, your grade word (Quiet, Warming, Steady, Strong or Thriving) and the change this week. On Producer and Rainmaker the card adds a trend line, the one thing that would raise your score most, and See more on Pulse. On Connector it says how many things are holding your score back, for example "Your assistant found 3 things holding your score back.", with See what Pulse shows under a Producer tag. With the rhythm off, the header shows Network Health on its own, with the same card. It is the same reading you see next to the Network Map title and on Pulse, so the three never contradict each other. Read it as context for the list, not as a task in itself.

The Rows

The brief is a short numbered list, five rows at a time, picked from everything waiting on you and ranked so the first row is the one to start with. Each row names the person, says why it is there, and carries one button that does the work:

• Inbox Review. What your assistant found in your email, waiting for your yes or no. Open Inbox Review takes you there.
• Introductions. A partner who asked to meet someone, or two partners your assistant thinks should know each other. The button opens the composer with both people already picked.
• Drafts. Thank-you notes, follow-ups and status updates your assistant has written. The button opens the draft in place. You always read a draft before it goes out.
• Check-ins. Partners who have gone quiet, worth a note before the relationship cools.

If you are on a Referral Rhythm, every row also carries a small tag naming its step, such as Give or Reconnect, and My Rhythm in the header tracks the week. Your Referral Rhythm walks through the five steps.

Two small buttons sit at the end of a row. The X takes the row off today's list, with a short Undo so nothing is lost to a misclick. The bell with a line through it stops that whole kind of row from showing up again, and Settings → Notifications turns it back on.

Finish a row and the next one in line takes its place. The link at the foot of the list opens Tasks, where everything else is waiting.

Your meetings for the day sit in their own card, Today's meetings. Each meeting has a Prep button beside it that opens the meeting and its prep (it says Details when no prep has been written). Because the button is there, a meeting on this card does not also get a prep row in the list above.

Never Nudge Me About This Partner

If a partner keeps appearing as a check-in and you would rather they did not, open them and use Never nudge me about them in their actions menu. They stay in your network and their history stays intact, they just stop showing up in the brief. The same menu turns it back on.

To do this for several people at once, tick them on the Partners list and choose Nudges → Never nudge me about them. To do it for everyone in a tier, such as Clients, open the tier's actions menu on the Partners Board and choose Stop nudges for this tier. Anyone you add to that tier later is covered too, and the same menu turns it back on.

The Briefing Email

The same brief arrives by email, with the same sections in the same order, so if you read the email you have read the page. Every row links back into the app. Turn it on or off under Settings → Notifications.

Get More Out of Your Assistant

The brief is only as sharp as what is behind it:

• Referral status accuracy. Marking referrals won, lost or declined as they resolve is what keeps "stuck" honest. One left open for months keeps surfacing forever.
• Logged activity. Logging an update, completing a task or recording a meeting all move the app's sense of when you last touched a partner. That is what makes a check-in land at the right moment rather than at random.
• Partner profiles. The richer the profile, the warmer the draft. A blank one produces generic prose.

On the iOS App

Where to find it: Bottom navigation → Briefing tab.

The mobile brief is the same worklist, sized for a phone. Tap a row to act on it, pull down to refresh. You can also just ask:

What's on my plate today?

Your assistant reads back what needs you, and you can act by saying things like "draft a thank-you to Sarah for that referral" or "mark the Watts referral as won."