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Referral Network

Referral intelligence for partner-led growth

Live workspaceMatchmaker
Activity statusOpen signals
R-1048Loading network desk4 open follow-ups3 match requests3 roster issues2 event cycles0/2 sprints closed0/3 fulfillment ready2 chapter risks1 sponsor block2 handoff ready1 billing hold0/4 chapter checks
TenantNorthstar Referral Guild
Roles3 active
Data3 sources
Active areaMatchmaker

Member match queue

Referral revenue command center

3 open matches

Match queue

3 open

0 introductions created

Pipeline

$240K

8 tracked introductions

Sponsor proof

1/3

1 blocked sponsor packets

CRM handoff

2 ready

0 blocked, 0 sponsor packages ready

Live match board

Prospect, member fit, urgency, and sponsor proof in one queue.

3 requests visible
Open revenue queue detailsMatch rows, readiness gates, sponsor package state, and command actions.Show queue
ProspectNeedBest memberSponsor proofNext move

MQ-5002 / Member ask

Looking for commercial real estate and risk guidance on a warehouse lease renewal.

Capitol Chapter

Marcus Reed

Commercial real estate

Draft
NewThis week

MQ-5001 / Website

Needs an employee benefits and HR compliance partner before opening a second clinic.

Harbor Chapter

Elliot Brooks

Employee benefits

Ready
MatchedToday

MQ-5003 / Sponsor request

Sponsor asked for a vetted IT and brand team to support a practice acquisition rollout.

Westline Chapter

Grant Ellis

Managed IT

Draft
MatchedNext meeting

Kinetic Dental Group

R-1048 / Jun 24

Maya Chen opened a warm introduction to Priya Nair.

Referral log

Priya Nair

Introduced by Maya Chen

Logged
Closed won$42,000

North Pier Logistics

R-1047 / Jun 23

Elliot Brooks opened a warm introduction to Theo Walker.

Referral log

Theo Walker

Introduced by Elliot Brooks

Logged
Accepted$18,500

Selected match

EB

Seabright Dental Group

Elliot Brooks / Brooks Benefit Studio

$19,500 requested value

Member fit

Matched

Elliot Brooks is the recommended owner for Seabright Dental Group.

Sponsor proof

Ready

HarborPoint Legal packet is linked to Harbor Chapter.

CRM handoff

Waiting

CRM export owned by Network admin.

Chapter health

Growth

86/90 health score with $146,900 in visible pipeline.

Sponsor package readiness

July sponsor placement renewal has 15 open fulfillment steps across active sponsor work.

Proof review

Referral growth lane

Seabright Dental Group to sponsor-safe renewal proof

0 saved updates4 follow-ups2 handoff ready
Matched

Match intake

Seabright Dental Group / Needs an employee benefits and HR compliance partner before opening a second clinic.

Closed won

Member handoff

Maya Chen to Priya Nair / 1 follow-up

Check-in open

Event proof

Harbor breakfast referral sprint / 8/12 captured

Planning

Sprint closeout

Harbor sponsor referral sprint / Draft

Proof review

Sponsor renewal

HarborPoint Legal / 1/6 steps done

Ready

CRM handoff

CSH-9001 / HubSpot or Salesforce

Open workflow controlsLane actions, shortcuts, proof signals, and sales-demo boundaries.Show controls
Open full matchmaker deskMatch request cards, recommended introduction, alternate fits, and generated records.Show workspace

Buyer needs to member fit

Referral matchmaker intake

3 open requests

Open asks

3

Needs a warm owner

Created intros

0

Written into the referral log

Sponsor proof

0

Ready for recap packets

MQ-5001

Recommended introduction

Matched
EB

Elliot Brooks

Brooks Benefit Studio

Employee benefits

Dental practice lead asked for a warm member recommendation and wants one intro owner, not a directory link.

Prospect

Seabright Dental Group

Need

Needs an employee benefits and HR compliance partner before opening a second clinic.

Chapter

Harbor Chapter

Estimated value

$19,500

Alternate member fits

Sofia Alvarez

HR consulting

Northside

Maya Chen

Business attorney

Harbor

After conversion

Generated records

Referral log

No referral record has been created from this match yet.

Follow-up queue

The acceptance follow-up appears after the intro is created.

Sponsor proof

Sponsor report is waiting for matchmaker proof.