# LoopLedger tenant seed package

Seed package for turning Referral Network into a configured buyer tenant with users, roles, data sources, integrations, feature flags, automations, notifications, support defaults, and launch assets.

Tenant: Northstar Referral Guild
Production domain: referral-network.ideas-realized.com
Preview domain: referral-network.ideas-realized.com
Primary proof screen: matcher
JSON manifest: /demo-library/referral-network/tenant-seed-package.json

## Seed Counts

- Users: 3
- Permission scopes: 3
- Data sources: 3
- Integrations: 4
- Automations: 3
- Notifications: 2
- Feature flags: 18
- Support tickets: 5
- Launch assets: 4
- Needs client input: 1

## Users And Roles

- Maya Chen (maya.chen@northstarreferralguild.example) as Network admin: Manages chapters, member imports, reporting rules, and launch content.. Permissions: Full chapter operations; Approve roster imports; Manage referral statuses
- Luis Romero (luis.romero@northstarreferralguild.example) as Chapter leader: Reviews member activity, acknowledgements, and source-group reporting.. Permissions: Self-service referral participation; Submit referrals; Acknowledge outcomes
- Dana Patel (dana.patel@northstarreferralguild.example) as Member: Searches partners, logs introductions, and tracks acknowledgements.. Permissions: Read-only aggregate reporting; Review activity summaries; Download sponsor-safe reports

## Permission Scopes

- Referral lifecycle: Chapter admin, Member. Restricted: Private notes, Deal value, Attribution override. Launch check: Move a referral through status changes and confirm sponsor viewer cannot see private fields.
- Roster import: Chapter admin. Restricted: Member email, Phone, Duplicate merge notes. Launch check: Import exception report requires chapter admin role.
- Sponsor reporting: Chapter admin, Sponsor viewer. Restricted: Private notes, Member contact exports, Unapproved value fields. Launch check: Sponsor report export hides sensitive fields and records audit event.

## Data Sources

- [ready] Member roster from Chapter spreadsheet or association CRM export: 80 to 250 member records. Owner: Chapter admin. Template: /demo-library/referral-network/import-templates/member-roster. Required fields: Member.displayName, Member.email, Member.category, Member.status
- [template] Referral history from Spreadsheet, form export, or CRM activity report: 50 to 500 referral records. Owner: Referral chair. Template: /demo-library/referral-network/import-templates/referral-log. Required fields: Referral.sourceMemberId, Referral.recipientMemberId, Referral.createdAt
- [optional] Sponsor reporting fields from Board report spreadsheet: 10 to 30 sponsor-visible metrics. Owner: Executive director. Template: /demo-library/referral-network/import-templates/member-roster. Required fields: 

## Integrations

- [ready] CSV member import (Chapter admin): Enough for a pilot with existing roster spreadsheets.
- [template] Email reminders (Referral chair): Invite, thank-you, and stale-referral prompts are scoped.
- [optional] CRM export (Executive director): HubSpot or Salesforce handoff after referral acceptance.
- [needs-client] Dues platform sync (Chapter admin): Depends on association or chapter billing system.

## Feature Flags

- core_member_directory_and_category_search=on: Member directory and category search. Owner: Network admin. Enabled for pilot launch.
- core_referral_matchmaker_intake=on: Referral matchmaker intake. Owner: Chapter leader. Enabled for pilot launch.
- core_warm_introduction_logging=on: Warm introduction logging. Owner: Member. Enabled for pilot launch.
- core_event_activation_desk=on: Event activation desk. Owner: Network admin. Enabled for pilot launch.
- core_referral_status_pipeline=on: Referral status pipeline. Owner: Chapter leader. Enabled for pilot launch.
- core_follow_up_task_command_center=on: Follow-up task command center. Owner: Member. Enabled for pilot launch.
- core_member_onboarding_tracker=on: Member onboarding tracker. Owner: Network admin. Enabled for pilot launch.
- core_roster_hygiene_and_crm_export_readiness=on: Roster hygiene and CRM export readiness. Owner: Chapter leader. Enabled for pilot launch.
- core_revenue_attribution_dashboard=on: Revenue attribution dashboard. Owner: Member. Enabled for pilot launch.
- core_sponsor_report_builder=on: Sponsor report builder. Owner: Network admin. Enabled for pilot launch.
- core_sponsor_fulfillment_desk=on: Sponsor fulfillment desk. Owner: Chapter leader. Enabled for pilot launch.
- core_crm_and_sponsor_export_queue=on: CRM and sponsor export queue. Owner: Member. Enabled for pilot launch.
- core_recognition_leaderboard=on: Recognition leaderboard. Owner: Network admin. Enabled for pilot launch.
- core_thank_you_acknowledgement_queue=on: Thank-you acknowledgement queue. Owner: Chapter leader. Enabled for pilot launch.
- optional_chapter_level_permissions=off: Chapter-level permissions. Owner: Chapter admin. Disabled until buyer approves add-on scope.
- optional_stripe_or_dues_system_sync=off: Stripe or dues-system sync. Owner: Member. Disabled until buyer approves add-on scope.
- optional_hubspot_salesforce_export=off: HubSpot/Salesforce export. Owner: Sponsor viewer. Disabled until buyer approves add-on scope.
- optional_automated_email_reminders=off: Automated email reminders. Owner: Chapter admin. Disabled until buyer approves add-on scope.

## Automations

- [template] Stale introduction reminder: Referral has no acknowledgement after two business days. -> Create a follow-up task for the referral chair and send a light reminder to the recipient member.. Fallback: Show stale referral in the chair dashboard if email is not enabled.
- [ready] Meeting recognition queue: Referral status changes to accepted or won before the weekly meeting. -> Add the handoff to the meeting recognition queue with private notes hidden.. Fallback: Keep recognition item as draft until admin approves visibility.
- [optional] Sponsor report checkpoint: Monthly reporting period closes. -> Generate a report task summarizing introductions, acknowledgements, and won outcomes.. Fallback: Export CSV-only summary when sponsor deck template is not configured.

## Notifications

- [template] Referral acknowledgement nudge (Email, Recipient member): Quick referral follow-up
- [ready] Recognition approval (In-app, Chapter admin): Referral ready for recognition

## Support Defaults

- [open/urgent] RN-SUP-104 Acknowledge three warm introductions before sponsor digest closes: Three referrals are logged but have no recipient acknowledgement, which will lower the weekly trust score.. Owner: Chapter admin
- [in-review/watch] RN-SUP-112 Resolve duplicate member records from roster import: Two imported members share company domains and need merge approval before recognition scoring runs.. Owner: Membership coordinator
- [open/normal] RN-SUP-119 Confirm sponsor-safe revenue language: Sponsor dashboard can show aggregate value after the approved attribution wording is confirmed.. Owner: Executive sponsor
- [scheduled/urgent] REFERRALNETWORK-SUP-700 Demo app availability: Rollback DNS alias to preview or pause launch announcement until the route passes.. Owner: Technical lead
- [scheduled/watch] REFERRALNETWORK-SUP-701 Accepted referrals with owner follow-up within 5 business days: Review analytics key, event mapping, and privacy guardrails before widening access.. Owner: Growth lead

## Launch Assets

- [ready] Member import template: Roster columns map directly to the directory surface.
- [template] Chapter launch checklist: Admin tasks, leader training, and first meeting report.
- [ready] SEO landing page: Canonical industry page targets referral management searches.
- [template] Email sequence: Drafts for invite, first referral, acknowledgement, and monthly recap.

## Implementation Links

- Client launch plan JSON: /demo-library/referral-network/client-launch-plan.json
- Deployment launch plan JSON: /demo-library/referral-network/deployment-launch.json
- OpenAPI implementation spec: /demo-library/referral-network/openapi.json
- Sample data package JSON: /demo-library/referral-network/sample-data-package.json