{"kind":"demo-deal-desk-package","version":"wave-1","sourceDemo":{"slug":"referral-network","title":"Referral Network","archetype":"A7","canonicalPath":"/demo-library/referral-network","appPath":"/demo-apps/referral-network","subdomain":"referral-network.ideas-realized.com"},"buyerOrder":{"productName":"LoopLedger","buyerDefault":"Northstar Referral Guild","recommendedTier":"Cohort pilot","setupFeeRange":"$18k-$32k","recurringFeeRange":"$750-$2.5k/month","closeAssumption":"Buyer can approve one chapter, one admin owner, one sponsor report audience, and a six-week pilot without board procurement.","grossMarginModel":"Target 60-70 percent implementation margin after roster cleanup, launch support, hosting, and weekly report tuning.","orderFormHeadline":"Order form for a paid chapter referral pilot with sponsor-safe reporting.","orderFormSummary":"Packages the referral network demo into a signed pilot order: one branded workspace, roster import, referral workflow configuration, weekly support, and a sponsor evidence package. It keeps CRM sync, billing, and multi-chapter rollout out of the first deal unless separately approved."},"commercialPackage":{"orderFormHeadline":"Order form for a paid chapter referral pilot with sponsor-safe reporting.","orderFormSummary":"Packages the referral network demo into a signed pilot order: one branded workspace, roster import, referral workflow configuration, weekly support, and a sponsor evidence package. It keeps CRM sync, billing, and multi-chapter rollout out of the first deal unless separately approved.","recommendedTier":"Cohort pilot","setupFeeRange":"$18k-$32k","recurringFeeRange":"$750-$2.5k/month","grossMarginModel":"Target 60-70 percent implementation margin after roster cleanup, launch support, hosting, and weekly report tuning.","closeAssumption":"Buyer can approve one chapter, one admin owner, one sponsor report audience, and a six-week pilot without board procurement.","paymentMilestones":["50 percent due at signature to reserve implementation slot and start roster mapping.","30 percent due after branded workspace, referral stages, and admin review are accepted.","20 percent due after sponsor-ready pilot report and expansion recommendation are delivered."],"includedLineItems":[{"label":"White-label chapter workspace","feeType":"setup","priceBand":"$6k-$9k","scope":"Brand tokens, chapter subdomain, referral stages, member roles, and launch copy configured for one cohort.","status":"template"},{"label":"Roster import and data cleanup","feeType":"setup","priceBand":"$5k-$8k","scope":"Import up to 250 member records, flag duplicate contacts, map sponsor fields, and produce an exception list.","status":"needs-client"},{"label":"Referral workflow configuration","feeType":"setup","priceBand":"$5k-$10k","scope":"Configure submission, acknowledgement, stale follow-up reminders, meeting recognition, and manual CRM export.","status":"template"},{"label":"Pilot hosting and support","feeType":"recurring","priceBand":"$750-$2.5k/month","scope":"Hosting, workflow tuning, report edits, and weekly pilot review during the paid pilot period.","status":"ready"}],"optionalAddOns":[{"name":"Additional chapter launch","trigger":"Buyer wants a second cohort before sponsor report acceptance.","priceBand":"$7.5k-$14k per chapter","implementationNote":"Reuses workspace patterns but requires separate roster mapping, admin permissions, and launch copy."},{"name":"CRM activity sync","trigger":"Buyer needs Salesforce, HubSpot, or custom CRM writeback during pilot.","priceBand":"$12k-$28k","implementationNote":"Requires API review, field ownership, auth model, and a sandbox test before production posting."},{"name":"Sponsor dashboard expansion","trigger":"Sponsors require segmented aggregate reporting beyond the pilot PDF/export.","priceBand":"$8k-$18k","implementationNote":"Adds sponsor-safe filters, redaction rules, and board-report export views."}],"scopeBoundaries":["No member billing, event ticketing, or dues management in the first pilot.","No bidirectional CRM sync unless the integration add-on is signed.","Private deal value fields stay hidden from sponsor views unless legal and chapter policy approve the aggregate format."],"approvalChecklist":[{"gate":"Pilot order accepted","owner":"Client sponsor","requiredEvidence":"Signed order form, chapter owner, sponsor report audience, and six-week pilot window confirmed."},{"gate":"Roster import approved","owner":"Implementation lead","requiredEvidence":"Member records loaded with fewer than 3 percent blocking exceptions and sponsor fields validated."},{"gate":"Sponsor evidence accepted","owner":"Growth lead","requiredEvidence":"Pilot KPI report reviewed and expansion decision captured as go, pause, or revise."}],"redlines":["Do not promise private member-to-member messaging as part of the pilot.","Do not commit to real-time CRM writeback before API review.","Do not expose referral value by member without explicit buyer approval."]},"counts":{"includedLineItemCount":4,"optionalAddOnCount":3,"paymentMilestoneCount":3,"scopeBoundaryCount":3,"approvalGateCount":3,"redlineCount":3,"needsClientLineItemCount":1,"templateLineItemCount":2,"readyLineItemCount":1},"implementationManifest":{"markdownPath":"/demo-library/referral-network/deal-desk","jsonPath":"/demo-library/referral-network/deal-desk.json","launchRoomPath":"/demo-library/referral-network/launch-room","clientProposalPath":"/demo-library/referral-network/client-proposal","clientLaunchPlanPath":"/demo-library/referral-network/client-launch-plan","clientLaunchPlanJsonPath":"/demo-library/referral-network/client-launch-plan.json","procurementPackPath":"/demo-library/referral-network/procurement-pack","statementOfWorkPackagePath":"/demo-library/referral-network/statement-of-work","statementOfWorkPackageJsonPath":"/demo-library/referral-network/statement-of-work.json","tenantSeedPackageJsonPath":"/demo-library/referral-network/tenant-seed-package.json","deploymentLaunchPlanJsonPath":"/demo-library/referral-network/deployment-launch.json","firstProofUrl":"https://referral-network.ideas-realized.com?screen=matcher","firstProofScreen":"matcher"}}