For Networking & Referral Clubs
The paper slip becomes
a record that closes
Referral slips on paper, a whiteboard tally, and a monthly scramble to add it all up — with no way to know which of those referrals ever turned into business.
Start FreeReferral clubs run on paper slips and a whiteboard tally that someone adds up at month end. The Referral Exchange turns each slip into a tracked record: the giver logs it, the receiver moves it through to closed business with a value attached, and the total accumulates continuously. Give/get balance makes net-takers visible without anyone raising it in a meeting, and the leaderboard ranks by referrals given rather than received — so the design enforces the culture. From $199/month for up to 25 members.
Last updated · Written by the JobTracker Pro product team
Referral Exchange
Every slip, followed
all the way through
Handing over a referral is the start of the story, not the end of it. The exchange follows each one to closed business, so the club knows what it actually produced rather than how many slips it handed out.
- The giving member logs the referral; the receiving member moves it forward
- Stages through to closed business, with a dollar value attached
- Monthly totals accumulate continuously instead of in an end-of-month scramble
- A per-member history of what was given and what came back
Give/get balance & leaderboard
Culture enforced by the design
Every referral club says giving comes first. Ranking by referrals given rather than received is how that stops being a slogan someone repeats and becomes the actual scoreboard.
- Leaderboard ranked by referrals given, never received
- Give/get balance per member, visible without anyone raising it
- Net-takers become an observable fact rather than an awkward conversation
- Recognition goes to the behavior the club actually wants to reward
One-to-One Coordinator
The one-to-ones your format already requires
Most referral club formats mandate weekly one-to-ones. Tracking who has actually met whom is usually the part that quietly stops happening after the first few months.
- Automatic coverage tracking across every possible member pair
- Pairing suggestions aimed at the gaps, not the people already meeting
- Newcomers pulled into the rotation deliberately
- Attendance trends and a flag when a regular stops coming
Paper slips vs. a tracked exchange
| Slips, whiteboard, month-end tally | JobTracker Pro Organizations | |
|---|---|---|
| Referral recorded | A paper slip handed over | Logged by the giver in the app |
| Did it close? | Unknown unless someone mentions it | Tracked through stages by the receiver |
| What was it worth? | Rarely captured | A dollar value on the closed record |
| Monthly total | Added up by hand | Accumulates continuously |
| Who only receives? | Everyone suspects, nobody says | Give/get balance, visible |
| Leaderboard basis | Usually referrals received | Referrals given |
| One-to-one tracking | Stops after a few months | Automatic coverage view |
How this page was sourced
Everything on this page is a shipped capability, taken from the live Organizations configuration rather than a roadmap, with screenshots of the real interface. Referral totals and closed values are computed from what your own members log, so they're your club's figures — we don't publish a benchmark for referral value per member because any number we offered would be borrowed rather than measured. Tell us your chapter size and we'll quote the real price rather than a range.
Referral club questions, answered
Retire the whiteboard tally
Start free, or talk to us first about how your group runs. Organizations start at $199/month, tiered by group size and commitment length, and it's free for registered nonprofits.
Explore
Other kinds of organizations
The module is the same underneath — what changes is which capabilities we turn on. See the full Organizations overview.
Or see how it works for individuals
Members of your organization use the same platform on their own — these pages show what they get.