# LoopLedger client launch plan A buyer-facing launch plan for taking Referral Network from demo approval to a branded referral network management software pilot, with order terms, domain setup, data intake, SEO/AEO distribution, acceptance evidence, and support handoff in one packet. Buyer default: Northstar Referral Guild Sponsor role: Client sponsor Target launch window: Weeks 8-12; 2 weeks tenant setup, 2 weeks workflow hardening, 2 weeks chapter pilot and report review. Configured domain: referral-network.ideas-realized.com Sales preview URL: https://referral-network.ideas-realized.com Canonical page: /demo-library/referral-network Industry page: /industries/referral-management-software-for-business-networks JSON manifest: /demo-library/referral-network/client-launch-plan.json ## Commercial Order Default Cohort pilot: $18k-$32k setup and $750-$2.5k/month recurring. 50 percent due at signature to reserve implementation slot and start roster mapping. ## Launch Steps - [queued] Approve commercial order packet (Client sponsor, Commercial): Signed order form, chapter owner, sponsor report audience, and six-week pilot window confirmed. Recommended tier: Cohort pilot. - [needs client] Confirm brand, domain, and tenant defaults (Client DNS owner, Brand and domain): Use referral-network.ideas-realized.com for production after Use a client-owned subdomain such as connect.clientdomain.com for production and keep referral-network.ideas-realized.com as the sales preview.. - [template] Send source data and approve import sample (Chapter admin, Data import): Run a dry import into the tenant preview, reconcile duplicates with the chapter admin, then open logging for one meeting cycle before enabling sponsor reporting. First template: referral-network-member-roster.csv. - [template] Publish SEO/AEO launch links (Growth lead, SEO/AEO): Publish the pillar page first, then ship one answer brief and one comparison page every two weeks during the pilot sales cycle. Primary intent: membership referral tracking software for professional groups. - [blocked] Run acceptance gates and release checks (Chapter admin, Acceptance): Referral board, follow-up task, and recognition card update together. - [ready] Activate support and monitoring handoff (Shared launch thread, Support): Shared launch thread: Business days during pilot. Renewal signal: Demo to discovery: 6 qualified discovery requests per quarter. ## Go-Live Evidence - Submit a referral and move it through acknowledgement (complete): Referral board, follow-up task, and recognition card update together. - Export partner cohort implementation spec (complete): Markdown and JSON exports include GTM and launch package fields. - Hide private value from sponsor viewer role (queued): Permission matrix ready; needs client sign-off. - Pick pilot cohort (complete): Client sponsor; Use one chapter or partner cohort with at least 75 active members. - Finalize recognition rules (in progress): Operations lead; Decide which referral outcomes trigger meeting shout-outs and sponsor reports. - Configure email domain (queued): Technical lead; Authenticate transactional email before member invitations go live. - Demo app availability: Homepage and app route return 200 from production domain after DNS cutover. - Accepted referrals with owner follow-up within 5 business days: Pilot usage is visible in the buyer dashboard within the first review cycle. ## SEO/AEO Distribution - Canonical demo page: /demo-library/referral-network - Industry pillar: Referral management software for business networks at /industries/referral-management-software-for-business-networks - Primary intent: membership referral tracking software for professional groups - What software helps a professional group track member referrals? CTA: Open the referral network demo and review the sponsor report flow. - How do referral groups prove follow-up happened? CTA: Use the follow-up queue as the sales-demo proof point. - Can sponsor reporting be separated from sensitive member notes? CTA: Show the sponsor-safe export during discovery. - Referral tracking software for business networking chapters: /industries/business-networking-referral-software - How to report referral value to sponsors without exposing private notes: /resources/sponsor-referral-reporting ## Handoff Assets - Client proposal markdown: /demo-library/referral-network/client-proposal - A client-ready proposal for turning the Referral Network demo into a scoped, rebrandable referral network management software pilot with clear launch owners, commercial terms, acceptance criteria, and follow-on SEO/AEO expansion. - Client launch plan JSON: /demo-library/referral-network/client-launch-plan.json - Machine-readable go-live manifest with launch steps, assets, SEO/AEO routes, and implementation pointers. - Deal desk package JSON: /demo-library/referral-network/deal-desk.json - Machine-readable commercial order form with line items, add-ons, payment milestones, approval gates, and redlines. - Deal desk package markdown: /demo-library/referral-network/deal-desk - Buyer-ready order packet for pricing, scope boundaries, approval evidence, and commercial handoff. - Statement of work package JSON: /demo-library/referral-network/statement-of-work.json - Machine-readable SOW with scope modules, milestones, acceptance criteria, responsibilities, service levels, exclusions, and signature blocks. - Statement of work package markdown: /demo-library/referral-network/statement-of-work - Buyer-signable SOW packet for final scope review, support terms, data responsibilities, and change controls. - Rebrand license package JSON: /demo-library/referral-network/rebrand-license.json - Machine-readable reusable-license manifest with rights, repeatable assets, clone markets, SEO/AEO routes, boundaries, and approval requirements. - Rebrand license package markdown: /demo-library/referral-network/rebrand-license - Partner-ready package defining what can be repeatedly sold, rebranded, SEO-cloned, and handed to implementation. - Buyer launch room: /demo-library/referral-network/launch-room - Single buyer review room for app proof, launch readiness, handoff assets, and acceptance gates. - Deployment launch plan JSON: /demo-library/referral-network/deployment-launch.json - Machine-readable domain, DNS, environment variable, release gate, monitoring, rollback, and SEO launch plan. - Deployment launch plan markdown: /demo-library/referral-network/deployment-launch - A production handoff plan for taking Referral Network from sales preview to a client-owned launch domain with Netlify hosting, environment gates, monitoring, rollback, and canonical SEO/AEO checks. - Buildout roadmap markdown: /demo-library/referral-network/buildout-roadmap - A chapter leader can import members, log referrals, track follow-ups, prepare meeting recognition, and export a sponsor-ready referral report without spreadsheets. Package one-chapter referral pilot with roster import, acknowledgement SLA, recognition workflow, and sponsor evidence export. - White-label rebrand kit JSON: /demo-library/referral-network/white-label-kit.json - Machine-readable tenant identity, naming pattern, variants, terminology swaps, launch copy, and rebrand checklist. - White-label rebrand kit markdown: /demo-library/referral-network/white-label-kit - Buyer-facing rebrand terms, tenant defaults, copy blocks, brand assets, and launch naming. - Implementation JSON: /demo-library/referral-network/implementation.json - Machine-readable route, setup, security, and tenant configuration. - OpenAPI implementation spec: /demo-library/referral-network/openapi.json - Machine-readable tenant API, schema, dry-import, workflow action, and event manifest. - Sample data package JSON: /demo-library/referral-network/sample-data-package.json - Machine-readable CSV template, seed row, validation, and dry-import manifest. - Sample data package markdown: /demo-library/referral-network/sample-data-package - Buyer-ready data collection packet with CSV templates, sample rows, and validation gates. - Production data contract JSON: /demo-library/referral-network/data-contract.json - Machine-readable production entity, source, event, route, and tenant-boundary contract. - Production data contract markdown: /demo-library/referral-network/data-contract - Implementation-facing entity, source, event, route, and tenant-boundary contract. - Tenant clone package JSON: /demo-library/referral-network/tenant-clone-package.json - Machine-readable rebrand-and-launch package for turning the demo into a buyer tenant. - Tenant clone package markdown: /demo-library/referral-network/tenant-clone-package - Rebrand lanes, clone targets, production domain, and reusable launch moves. - Tenant cutover plan JSON: /demo-library/referral-network/tenant-cutover-plan.json - Machine-readable cutover manifest with phases, acceptance gates, rollback controls, SEO/AEO publication, and handoff routes. - Tenant cutover plan markdown: /demo-library/referral-network/tenant-cutover-plan - Buyer and implementation cutover packet for commercial signoff, tenant identity, data dry-run, access, go-live, rollback, and SEO/AEO launch. - Tenant seed package JSON: /demo-library/referral-network/tenant-seed-package.json - Machine-readable tenant users, roles, data sources, integrations, feature flags, automations, notifications, and launch assets. - Tenant seed package markdown: /demo-library/referral-network/tenant-seed-package - Implementation-facing seed artifact for standing up the first branded buyer workspace. - Member roster import: /demo-library/referral-network/import-templates/member-roster - referral-network-member-roster.csv: Seeds the member directory, category filters, chapter assignment, and sponsor-safe profile fields. - Referral activity import: /demo-library/referral-network/import-templates/referral-log - referral-network-referral-log.csv: Backfills referral records, status history, attributed value, and follow-up owners. ## Buyer Kickoff Fields - Buyer name: Northstar Referral Guild - Sponsor role: Client sponsor - Target launch window: Weeks 8-12; 2 weeks tenant setup, 2 weeks workflow hardening, 2 weeks chapter pilot and report review. - Configured domain: referral-network.ideas-realized.com - Preview URL: https://referral-network.ideas-realized.com ## Support Handoff - A buyer-ready support model for launching Referral Network with triaged tickets, service levels, training artifacts, success milestones, and renewal proof tied to the first pilot cohort. - Kickoff (Week 1): Client sponsor; Import template approved and pilot chapter roles assigned. Review 1 client-owned integration decisions before production cutover. - Configuration (Weeks 2-3): Implementation lead; Admin review passes roster, referral, reminder, and report scenarios. Confirm 2 notification templates before enabling outbound automation. - Pilot (Weeks 4-6): Chapter admin; Sponsor report exported with agreed pilot KPI summary. Export implementation spec after 3 acceptance checks are reviewed. - Pilot support scope: $750-$2.5k/month recurring for hosting, support, and workflow tuning. - Member roster import template - Sponsor report sample ## Acceptance Summary 83/100 buildout readiness. Next milestone: Run one partner cohort pilot with live referral acknowledgements. 2 blocker(s) remain.