# LoopLedger rebrand license package

Defines what can be repeatedly sold from Referral Network: reusable product spine, white-label rights, buyer-specific boundaries, SEO/AEO route bundle, and clone-market expansion path.

## License Snapshot

Product: LoopLedger
Category: Referral network management software
License model: Productized setup license: $18k-$32k setup plus $750-$2.5k/month recurring for one buyer tenant, with clone routes scoped per buyer segment.
Default tenant: Northstar Referral Guild
Production domain: referral-network.ideas-realized.com
Preview URL: https://referral-network.ideas-realized.com?screen=matcher
Preview screen: Matchmaker (matcher) - relationship matching and referral capture
Canonical page: https://ideas-realized.com/demo-library/referral-network
JSON manifest: /demo-library/referral-network/rebrand-license.json

## Commercial Model

Recommended tier: Cohort pilot
Setup fee: $18k-$32k
Recurring fee: $750-$2.5k/month
Margin model: Target 60-70 percent implementation margin after roster cleanup, launch support, hosting, and weekly report tuning.

Add-ons:
- Additional chapter launch: $7.5k-$14k per chapter
- CRM activity sync: $12k-$28k
- Sponsor dashboard expansion: $8k-$18k

## License Rights

- Use the proven workflow spine as a paid client setup (Included): Ideas Realized; Member directory and category search, Referral matchmaker intake, Warm introduction logging, Event activation desk can be re-skinned and configured for a named buyer tenant.
- White-label product identity, terminology, launch copy, and domain (Included): Implementation lead; [Network name] Connect, [Chapter name] Referral Hub, or [Sponsor name] Partner Exchange. Use a client-owned subdomain such as connect.clientdomain.com for production and keep referral-network.ideas-realized.com as the sales preview.
- Reuse demo proof assets for sales previews (Template): Sales lead; Keep referral-network.ideas-realized.com as the sales proof surface while the buyer tenant is configured on referral-network.ideas-realized.com.
- Publish buyer-specific SEO/AEO pages around the vertical problem (Buyer review): Growth lead; Industry and answer pages can be adapted after buyer approves terminology, claims, and local service angles for referral management software for business networks.
- Resell as a full replacement for every buyer system of record (Excluded): Solutions lead; The license covers the scoped workflow layer, import templates, and app surfaces. Full ERP/PMS/CRM replacement is handled as a separate change order.

## Repeatable Assets

- Member directory and category search (Core): Product workflow spine; Retain the module behavior while swapping terminology, roles, data labels, and buyer copy.
- Referral matchmaker intake (Core): Product workflow spine; Retain the module behavior while swapping terminology, roles, data labels, and buyer copy.
- Warm introduction logging (Core): Product workflow spine; Retain the module behavior while swapping terminology, roles, data labels, and buyer copy.
- Event activation desk (Core): Product workflow spine; Retain the module behavior while swapping terminology, roles, data labels, and buyer copy.
- Referral status pipeline (Core): Product workflow spine; Retain the module behavior while swapping terminology, roles, data labels, and buyer copy.
- Members (Template): Tenant data setup; Name, company, category, chapter, role, referral counts, revenue credit.
- Referrals (Template): Tenant data setup; From, to, client, value, status, date, acknowledgement state.
- Match requests (Template): Tenant data setup; Prospect needs, urgency, chapter context, ranked member recommendations, and intro state.
- Follow-up tasks (Template): Tenant data setup; Referral-linked reminders, meeting prep, CRM handoff, and acknowledgement actions.
- Community logo lockup (Custom): Client marketing lead; SVG logo, square mark, and sponsor-safe monochrome variant for report exports.
- Member profile taxonomy (Template): Chapter admin; Industry tags, referral categories, and member contribution labels ready for client review.
- Sponsor report cover copy (Template): Client sponsor; Reusable language for activity summaries, anonymized value reports, and sponsor proof slides.
- CSV member import (Template): Integration setup; Enough for a pilot with existing roster spreadsheets.
- Email reminders (Template): Integration setup; Invite, thank-you, and stale-referral prompts are scoped.
- CRM export (Template): Integration setup; HubSpot or Salesforce handoff after referral acceptance.

## Clone Market Rights

- Chamber member referral CRM: chamber member referral CRM
  Segment: Local chambers and business associations
  Launch path: /industries/chamber-member-referral-crm
  Fit score: 94/100
  License move: Rename member groups as chapters
  Proof reuse: Reuses the referral logging, sponsor report, meeting recap, and follow-up workflows with mostly terminology changes.
  Risk control: Confirm consent rules for member contact sharing before outbound follow-up automation is enabled.
- Alumni network warm-intro desk: alumni network referral software
  Segment: University alumni and private community networks
  Launch path: /industries/alumni-network-referral-software
  Fit score: 88/100
  License move: Swap company directory for alumni profiles
  Proof reuse: Reuses relationship cards, referral acceptance, sponsor reporting, and renewal proof metrics.
  Risk control: Add tighter redaction defaults for career moves, donor status, and private contact details.
- Franchise partner referral portal: franchise referral tracking software
  Segment: Regional franchise and partner ecosystems
  Launch path: /industries/franchise-referral-tracking-software
  Fit score: 84/100
  License move: Rename members as franchise locations
  Proof reuse: Reuses referral routing, follow-up reminders, attribution reports, and billing renewal surfaces.
  Risk control: Validate territory conflict rules before attribution is shown to operators.

## SEO/AEO Route Bundle

- Canonical demo plan: /demo-library/referral-network (indexable canonical) - Primary product/spec page that proves the reusable demo before a buyer-specific launch.
- Live app proof: https://referral-network.ideas-realized.com?screen=matcher (noindex app) - Matchmaker: relationship matching and referral capture
- Industry pillar page: /industries/referral-management-software-for-business-networks (indexable industry) - Buyer-intent page for referral management software for business networks.
- Buyer walkthrough: /demo-library/referral-network/buyer-walkthrough (indexable handoff) - Public proof path for sales calls and implementation review.
- Pilot package: /pilot-packages/referral-network-pilot-package (indexable handoff) - Referral network management software pilot package
- Referral tracking software for business networking chapters: /industries/business-networking-referral-software (indexable answer) - business networking referral tracking software: Buyer wants a better system than spreadsheets for chapter referrals.
- How to report referral value to sponsors without exposing private notes: /resources/sponsor-referral-reporting (indexable answer) - sponsor referral reporting software: Operator needs proof for sponsors and leadership.
- Member referral CRM vs chapter referral workflow software: /compare/member-referral-crm-alternative (indexable answer) - member referral CRM alternative: Buyer is comparing a generic CRM to a purpose-built workflow.
- Chamber member referral CRM: chamber member referral CRM: /industries/chamber-member-referral-crm (indexable clone) - chamber member referral CRM
- Alumni network warm-intro desk: What software helps a professional group track member referrals? Proof source: Referral status change log and sponsor report download record (indexable clone) - alumni network referral software
- Franchise partner referral portal: How do referral groups prove follow-up happened? Proof source: Stale follow-up reminder queue (indexable clone) - franchise referral tracking software

## Implementation Boundaries

- Client data remains buyer-provided until import approval: Buyer operations lead; 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.
- Terminology and claims require buyer approval before publication: Client sponsor; Buyer must approve which attribution and value fields are visible to sponsors.
- Production domain and DNS are client-specific: Technical lead; referral-network.ideas-realized.com
- Support, SLA, and legal terms follow the signed SOW: Procurement owner; This demo SOW package is a sales and implementation planning artifact, not legal advice.
- Change-order trigger: Project sponsor; Additional chapters, billing, or member renewal workflows: Scope as a separate expansion package after the first sponsor review. Owner: Growth lead.
- Change-order trigger: Project sponsor; Bidirectional CRM sync or automatic activity creation: Requires API review, field map approval, and integration estimate. Owner: Implementation lead.

## Buyer Handoff Requirements

- Member roster export: Chapter admin. CSV or CRM export with member names, companies, email, categories, and chapter/team fields.
- Sponsor reporting rules: Client sponsor. Written approval for which aggregate counts, values, and member fields can appear in reports.
- Activation message: Implementation lead. Reusable invite copy and first-week participation prompt ready for client editing.
- Provide roster export and confirm member communication permissions.
- Name an admin who can validate referral status language and sponsor report wording.
- Keep CRM writeback out of scope unless explicitly approved as a follow-on phase.
- Chapter roster export with member categories, sponsor fields, and contact permissions.
- Community logo lockup: SVG logo, square mark, and sponsor-safe monochrome variant for report exports.

## Partner Operating Notes

- Use referral-network.ideas-realized.com as the reusable sales preview and referral-network.ideas-realized.com as the buyer tenant target.
- Keep app-only routes noindex; route search demand through /industries/referral-management-software-for-business-networks, answer briefs, pilot package pages, and clone industry pages.
- Do not publish buyer-specific claims, client names, ROI, or integrations until the SOW and procurement review are approved.
- Use the tenant clone package score (81/100) as the handoff signal before committing to launch timing.

## Approval Checklist

- Pilot order accepted: Signed order form, chapter owner, sponsor report audience, and six-week pilot window confirmed.
- Roster import approved: Member records loaded with fewer than 3 percent blocking exceptions and sponsor fields validated.
- Sponsor evidence accepted: Pilot KPI report reviewed and expansion decision captured as go, pause, or revise.
- This demo SOW package is a sales and implementation planning artifact, not legal advice.
- Final MSA, DPA, payment terms, taxes, procurement language, and security addenda require buyer/legal review before signature.
- No regulated production data should be loaded until data-processing, access, retention, and incident-response terms are approved.
- Confirm member vocabulary: Terminology swaps can be applied before roster import and sponsor report review.
- Map sponsor-safe fields: Buyer must approve which attribution and value fields are visible to sponsors.
- Configure launch domain: DNS and canonical settings are ready after the client chooses the production subdomain.

## Handoff Links

- White-label kit: /demo-library/referral-network/white-label-kit
- White-label kit JSON: /demo-library/referral-network/white-label-kit.json
- Tenant clone package: /demo-library/referral-network/tenant-clone-package
- Tenant clone package JSON: /demo-library/referral-network/tenant-clone-package.json
- Statement of work: /demo-library/referral-network/statement-of-work
- Statement of work JSON: /demo-library/referral-network/statement-of-work.json
- Deal desk package: /demo-library/referral-network/deal-desk
- Deal desk JSON: /demo-library/referral-network/deal-desk.json
- Procurement pack: /demo-library/referral-network/procurement-pack
- Production data contract: /demo-library/referral-network/data-contract
- Production data contract JSON: /demo-library/referral-network/data-contract.json
- Deployment launch plan: /demo-library/referral-network/deployment-launch
- Deployment launch plan JSON: /demo-library/referral-network/deployment-launch.json
- Launch room: /demo-library/referral-network/launch-room