# LoopLedger tenant clone package

A rebrand-and-launch packet for turning Referral Network into a client-specific tenant: brand, workflow spine, import plan, permissions, procurement, SEO/AEO routes, deployment, and support cutover.

Package: LoopLedger Network Launch Kit
Product: LoopLedger
Tenant: Northstar Referral Guild
Preview URL: https://referral-network.ideas-realized.com?screen=matcher
Preview screen: Matchmaker (matcher) - relationship matching and referral capture
Production domain: referral-network.ideas-realized.com
Canonical page: https://ideas-realized.com/demo-library/referral-network
Industry page: /industries/referral-management-software-for-business-networks
JSON manifest: /demo-library/referral-network/tenant-clone-package.json
Pilot offer: Referral network management software pilot package
Commercial snapshot: $18k-$32k setup / $750-$2.5k/month recurring / 2 weeks tenant setup, 2 weeks workflow hardening, 2 weeks chapter pilot and report review..
Clone package score: 81/100
Buyer decision: Ready for buyer review once brand, tenant, and domain receives client input.
Next implementation move: Buyer must approve which attribution and value fields are visible to sponsors.
Primary risk: Confirm CRM or spreadsheet source of truth for partner accounts.

## Clone Readiness Lanes

### 1. Brand, tenant, and domain
Owner: Implementation lead
Status: Buyer input
Score: 67/100
This kit packages the member graph, warm introduction workflow, sponsor-safe reporting, and chapter launch language so a chamber, private business group, or partner network can adopt the app with minimal product repositioning.

Proof: Northstar Referral Guild is configured for referral-network.ideas-realized.com; 3 white-label variants are mapped.
Next action: Buyer must approve which attribution and value fields are visible to sponsors.

Assets:
- [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.
- Community logo lockup: SVG logo, square mark, and sponsor-safe monochrome variant for report exports.
- Member profile taxonomy: Industry tags, referral categories, and member contribution labels ready for client review.
- Sponsor report cover copy: Reusable language for activity summaries, anonymized value reports, and sponsor proof slides.

### 2. Workflow spine and data import
Owner: Implementation lead
Status: Ready
Score: 88/100
The first live pilot can start from CSV exports instead of a direct CRM integration. The import map focuses on member identity, referral status, relationship attribution, and recognition reporting.

Proof: 3 reusable product-spine modules and 3 data sources are mapped for first-tenant launch.
Next action: 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.

Assets:
- Tenant launch workspace: Brand tokens, subdomain, roles, launch assets, exports, and readiness gates.
- Referral record workflow: Contact cards, referral status, activity timeline, task queue, and metric cards.
- Implementation export: Markdown and JSON handoff package for sales, scope, QA, and launch review.
- Member roster: 80 to 250 member records
- Referral history: 50 to 500 referral records
- Sponsor reporting fields: 10 to 30 sponsor-visible metrics

### 3. Access, procurement, and buyer approval
Owner: Client sponsor
Status: Buyer input
Score: 82/100
A buyer-facing approval packet for turning Referral Network into a paid pilot: commercial scope, data boundaries, access model, hosting plan, support coverage, automation limits, and sign-off evidence.

Proof: 8 procurement sections, 3 roles, and 3 permission scopes are documented.
Next action: Pilot order accepted: Signed order form, chapter owner, sponsor report audience, and six-week pilot window confirmed.

Assets:
- Identity: Email magic link for pilot users, with optional Google Workspace SSO after the first chapter launch.
- Session model: Tenant-scoped sessions with chapter id, role claim, and sponsor-viewer restrictions enforced server-side.
- Commercial approval: ready
- Data handling and import: needs-client
- Access and role boundaries: scoped
- Hosting and domain launch: scoped

### 4. Integrations and automation boundaries
Owner: Product lead
Status: Buyer input
Score: 77/100
The live pilot should reduce manual chapter admin work by turning referral status changes into reminders, recognition prompts, and reporting tasks.

Proof: 4 setup integrations, 3 automation rules, and 5 environment variables are scoped.
Next action: Depends on association or chapter billing system.

Assets:
- CSV member import: Enough for a pilot with existing roster spreadsheets.
- Email reminders: Invite, thank-you, and stale-referral prompts are scoped.
- CRM export: HubSpot or Salesforce handoff after referral acceptance.
- Dues platform sync: Depends on association or chapter billing system.
- Stale introduction reminder: template
- Meeting recognition queue: ready
- Sponsor report checkpoint: optional

### 5. SEO/AEO demand capture
Owner: Growth lead
Status: Ready
Score: 88/100
The referral network demo can anchor a tight content cluster for chapters, associations, and professional groups that need member referrals, sponsor reporting, and follow-up accountability.

Proof: /industries/referral-management-software-for-business-networks anchors 3 content briefs, 3 answer blocks, and 2 comparison pages.
Next action: Publish the highest-intent route for referral management software for business networks, then link it to /demo-library/referral-network and the pilot package.

Assets:
- Primary intent: membership referral tracking software for professional groups
- 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
- Member referral CRM vs chapter referral workflow software: /compare/member-referral-crm-alternative
- What software helps a professional group track member referrals?
- How do referral groups prove follow-up happened?

### 6. Deployment, support, and cutover
Owner: Shared launch thread
Status: Buyer input
Score: 83/100
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.

Proof: 3 environments, 5 release gates, and 2 support levels are ready for cutover planning.
Next action: Merge the reviewed branch after typecheck, lint, build, schema validation, and browser QA pass.

Assets:
- Preview: https://referral-network.ideas-realized.com
- Production: https://referral-network.ideas-realized.com
- Shared launch thread: Next business day
- Weekly pilot review: Scheduled

## Clone Targets

### Chamber member referral CRM
Segment: Local chambers and business associations
Target keyword: chamber member referral CRM
Launch path: /industries/chamber-member-referral-crm
Fit score: 94/100
Launch effort: Low
Risk control: Confirm consent rules for member contact sharing before outbound follow-up automation is enabled.
Rebrand moves:
- Rename member groups as chapters
- Swap sponsor tiers and event language
- Load chamber member roster fields

### Alumni network warm-intro desk
Segment: University alumni and private community networks
Target keyword: alumni network referral software
Launch path: /industries/alumni-network-referral-software
Fit score: 88/100
Launch effort: Medium
Risk control: Add tighter redaction defaults for career moves, donor status, and private contact details.
Rebrand moves:
- Swap company directory for alumni profiles
- Add graduation year and chapter filters
- Reword sponsors as affinity leaders

### Franchise partner referral portal
Segment: Regional franchise and partner ecosystems
Target keyword: franchise referral tracking software
Launch path: /industries/franchise-referral-tracking-software
Fit score: 84/100
Launch effort: Medium
Risk control: Validate territory conflict rules before attribution is shown to operators.
Rebrand moves:
- Rename members as franchise locations
- Add territory and brand rules
- Attach partner commission language

## SEO/AEO Route Map
- /industries/referral-management-software-for-business-networks
- /industries/referral-management-software-for-business-networks
- /industries/business-networking-referral-software
- /resources/sponsor-referral-reporting
- /compare/member-referral-crm-alternative
- chamber member referral CRM: /industries/chamber-member-referral-crm
- What software helps a professional group track member referrals? Proof source: Referral status change log and sponsor report download record
- How do referral groups prove follow-up happened? Proof source: Stale follow-up reminder queue

## Rebrand Moves
- Member -> Partner, founder, advisor, or ambassador
- Chapter -> Market, cohort, council, or partner tier
- Referral -> Introduction, lead, opportunity, or warm handoff
- Rename member groups as chapters
- Swap sponsor tiers and event language
- Load chamber member roster fields

## Export Links
- Live app preview: https://referral-network.ideas-realized.com?screen=matcher - App-only sales surface opened to Matchmaker: relationship matching and referral capture.
- Canonical landing page: /demo-library/referral-network - SEO/indexable proof page on the main Ideas Realized domain.
- Industry page: /industries/referral-management-software-for-business-networks - Primary SEO/AEO route for buyer-intent capture.
- Pilot package: /pilot-packages/referral-network-pilot-package - Commercial package page for the first paid setup.
- Implementation intake: /implementation-intake/referral-network-implementation-intake - Buyer qualification and asset collection route.
- Procurement pack: /demo-library/referral-network/procurement-pack - Approval packet for security, commercial, data, and support review.
- Sample data package: /demo-library/referral-network/sample-data-package - Buyer-ready sample data package with CSV templates, seed rows, validation gates, and cutover notes.
- Sample data package JSON: /demo-library/referral-network/sample-data-package.json - Machine-readable sample-data manifest for implementation automation and dry-import planning.
- Tenant clone package: /demo-library/referral-network/tenant-clone-package - Downloadable rebrand-and-launch packet for implementation handoff.
- Clone package JSON: /demo-library/referral-network/tenant-clone-package.json - Machine-readable tenant clone manifest for automation and implementation handoff.