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Referral & one-to-one tracking

The business your members pass each other, on the record.

Requires Referral Groups add-on.

What does referral tracking cover?

Members log the business they pass each other: referrals given and received, visitors brought to the group, and one-to-one meetings held. Group and member leaderboards make the value visible, and recurring meetings with attendance and speakers run on their own schedule.

Why it exists

The problem it was built for.

Referrals get announced out loud on a Thursday morning and forgotten by Friday. A group knows it produces value but can't prove it to the next member who asks whether joining is worth it — so the tracking exists as much for recruiting into the group as for the group itself.

In practice

When a chamber reaches for it.

  • Proving to a prospective member what a leads group actually produces
  • Tracking one-to-one meetings so members can see who they haven't met yet
  • Running a recurring group meeting with speaker rotation and attendance
  • Recognizing the members who consistently feed the group

What it includes

  • Four request types: referral, referrer, visitors, and one-to-one
  • Recurring group meetings with RSVP, attendance, and speakers
  • Member and guest speaker records
  • Group and member leaderboards
  • Closed-business tracking
  • Group statistics for leaders

Included with

Referral Groups add-on — +$600/year

Flat rate per chamber. Unlimited members on every plan.

See referral & one-to-one tracking with real data.

We'll open a live demo chamber configured like yours and show you this feature in a working program, not a sandbox.