Referral intelligence for partner-led growth
Activity statusCurrent workspace signals stay available without crowding the first screen.Open signalsHide signals
Member match queue
Referral revenue command center
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.
Open revenue queue detailsMatch rows, readiness gates, sponsor package state, and command actions.Show queueHide queue
| Prospect | Need | Best member | Sponsor proof | Next 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
Seabright Dental Group
Elliot Brooks / Brooks Benefit Studio
$19,500 requested value
Member fit
MatchedElliot Brooks is the recommended owner for Seabright Dental Group.
Sponsor proof
ReadyHarborPoint Legal packet is linked to Harbor Chapter.
CRM handoff
WaitingCRM export owned by Network admin.
Chapter health
Growth86/90 health score with $146,900 in visible pipeline.
Sponsor package readiness
July sponsor placement renewal has 15 open fulfillment steps across active sponsor work.
Referral growth lane
Seabright Dental Group to sponsor-safe renewal proof
Open workflow controlsLane actions, shortcuts, proof signals, and sales-demo boundaries.Show controlsHide controls
Open full matchmaker deskMatch request cards, recommended introduction, alternate fits, and generated records.Show workspace
Buyer needs to member fit
Referral matchmaker intake
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
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
Maya Chen
Business attorney
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.