{"kind":"demo-tenant-seed-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"},"tenantIdentity":{"tenantName":"Northstar Referral Guild","productName":"LoopLedger","companyName":"Northstar Referral Guild","configuredDomain":"referral-network.ideas-realized.com","previewDomain":"referral-network.ideas-realized.com","workspaceName":"Northstar Referral Guild","environment":"Tenant preview with chapter-level seed data and exportable member graph","primaryProofUrl":"https://referral-network.ideas-realized.com?screen=matcher","primaryProofScreen":"matcher"},"counts":{"userCount":3,"permissionScopeCount":3,"dataSourceCount":3,"integrationCount":4,"automationCount":3,"notificationCount":2,"featureFlagCount":18,"supportTicketCount":5,"launchAssetCount":4,"needsClientCount":1},"seed":{"users":[{"name":"Maya Chen","role":"Network admin","email":"maya.chen@northstarreferralguild.example","permissions":["Full chapter operations","Approve roster imports","Manage referral statuses"],"focus":"Manages chapters, member imports, reporting rules, and launch content."},{"name":"Luis Romero","role":"Chapter leader","email":"luis.romero@northstarreferralguild.example","permissions":["Self-service referral participation","Submit referrals","Acknowledge outcomes"],"focus":"Reviews member activity, acknowledgements, and source-group reporting."},{"name":"Dana Patel","role":"Member","email":"dana.patel@northstarreferralguild.example","permissions":["Read-only aggregate reporting","Review activity summaries","Download sponsor-safe reports"],"focus":"Searches partners, logs introductions, and tracks acknowledgements."}],"permissionScopes":[{"scope":"Referral lifecycle","allowedRoles":["Chapter admin","Member"],"restrictedFields":["Private notes","Deal value","Attribution override"],"launchCheck":"Move a referral through status changes and confirm sponsor viewer cannot see private fields."},{"scope":"Roster import","allowedRoles":["Chapter admin"],"restrictedFields":["Member email","Phone","Duplicate merge notes"],"launchCheck":"Import exception report requires chapter admin role."},{"scope":"Sponsor reporting","allowedRoles":["Chapter admin","Sponsor viewer"],"restrictedFields":["Private notes","Member contact exports","Unapproved value fields"],"launchCheck":"Sponsor report export hides sensitive fields and records audit event."}],"dataSources":[{"name":"Member roster","system":"Chapter spreadsheet or association CRM export","owner":"Chapter admin","status":"ready","importTemplatePath":"/demo-library/referral-network/import-templates/member-roster","recordEstimate":"80 to 250 member records","requiredFields":["Member.displayName","Member.email","Member.category","Member.status"]},{"name":"Referral history","system":"Spreadsheet, form export, or CRM activity report","owner":"Referral chair","status":"template","importTemplatePath":"/demo-library/referral-network/import-templates/referral-log","recordEstimate":"50 to 500 referral records","requiredFields":["Referral.sourceMemberId","Referral.recipientMemberId","Referral.createdAt"]},{"name":"Sponsor reporting fields","system":"Board report spreadsheet","owner":"Executive director","status":"optional","importTemplatePath":"/demo-library/referral-network/import-templates/member-roster","recordEstimate":"10 to 30 sponsor-visible metrics","requiredFields":[]}],"integrations":[{"label":"CSV member import","owner":"Chapter admin","status":"ready","detail":"Enough for a pilot with existing roster spreadsheets."},{"label":"Email reminders","owner":"Referral chair","status":"template","detail":"Invite, thank-you, and stale-referral prompts are scoped."},{"label":"CRM export","owner":"Executive director","status":"optional","detail":"HubSpot or Salesforce handoff after referral acceptance."},{"label":"Dues platform sync","owner":"Chapter admin","status":"needs-client","detail":"Depends on association or chapter billing system."}],"automations":[{"name":"Stale introduction reminder","owner":"Referral chair","status":"template","trigger":"Referral has no acknowledgement after two business days.","action":"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."},{"name":"Meeting recognition queue","owner":"Chapter admin","status":"ready","trigger":"Referral status changes to accepted or won before the weekly meeting.","action":"Add the handoff to the meeting recognition queue with private notes hidden.","fallback":"Keep recognition item as draft until admin approves visibility."},{"name":"Sponsor report checkpoint","owner":"Executive director","status":"optional","trigger":"Monthly reporting period closes.","action":"Generate a report task summarizing introductions, acknowledgements, and won outcomes.","fallback":"Export CSV-only summary when sponsor deck template is not configured."}],"notifications":[{"name":"Referral acknowledgement nudge","audience":"Recipient member","channel":"Email","status":"template","subject":"Quick referral follow-up"},{"name":"Recognition approval","audience":"Chapter admin","channel":"In-app","status":"ready","subject":"Referral ready for recognition"}],"featureFlags":[{"key":"core_member_directory_and_category_search","label":"Member directory and category search","defaultEnabled":true,"owner":"Network admin","rollout":"Enabled for pilot launch."},{"key":"core_referral_matchmaker_intake","label":"Referral matchmaker intake","defaultEnabled":true,"owner":"Chapter leader","rollout":"Enabled for pilot launch."},{"key":"core_warm_introduction_logging","label":"Warm introduction logging","defaultEnabled":true,"owner":"Member","rollout":"Enabled for pilot launch."},{"key":"core_event_activation_desk","label":"Event activation desk","defaultEnabled":true,"owner":"Network admin","rollout":"Enabled for pilot launch."},{"key":"core_referral_status_pipeline","label":"Referral status pipeline","defaultEnabled":true,"owner":"Chapter leader","rollout":"Enabled for pilot launch."},{"key":"core_follow_up_task_command_center","label":"Follow-up task command center","defaultEnabled":true,"owner":"Member","rollout":"Enabled for pilot launch."},{"key":"core_member_onboarding_tracker","label":"Member onboarding tracker","defaultEnabled":true,"owner":"Network admin","rollout":"Enabled for pilot launch."},{"key":"core_roster_hygiene_and_crm_export_readiness","label":"Roster hygiene and CRM export readiness","defaultEnabled":true,"owner":"Chapter leader","rollout":"Enabled for pilot launch."},{"key":"core_revenue_attribution_dashboard","label":"Revenue attribution dashboard","defaultEnabled":true,"owner":"Member","rollout":"Enabled for pilot launch."},{"key":"core_sponsor_report_builder","label":"Sponsor report builder","defaultEnabled":true,"owner":"Network admin","rollout":"Enabled for pilot launch."},{"key":"core_sponsor_fulfillment_desk","label":"Sponsor fulfillment desk","defaultEnabled":true,"owner":"Chapter leader","rollout":"Enabled for pilot launch."},{"key":"core_crm_and_sponsor_export_queue","label":"CRM and sponsor export queue","defaultEnabled":true,"owner":"Member","rollout":"Enabled for pilot launch."},{"key":"core_recognition_leaderboard","label":"Recognition leaderboard","defaultEnabled":true,"owner":"Network admin","rollout":"Enabled for pilot launch."},{"key":"core_thank_you_acknowledgement_queue","label":"Thank-you acknowledgement queue","defaultEnabled":true,"owner":"Chapter leader","rollout":"Enabled for pilot launch."},{"key":"optional_chapter_level_permissions","label":"Chapter-level permissions","defaultEnabled":false,"owner":"Chapter admin","rollout":"Disabled until buyer approves add-on scope."},{"key":"optional_stripe_or_dues_system_sync","label":"Stripe or dues-system sync","defaultEnabled":false,"owner":"Member","rollout":"Disabled until buyer approves add-on scope."},{"key":"optional_hubspot_salesforce_export","label":"HubSpot/Salesforce export","defaultEnabled":false,"owner":"Sponsor viewer","rollout":"Disabled until buyer approves add-on scope."},{"key":"optional_automated_email_reminders","label":"Automated email reminders","defaultEnabled":false,"owner":"Chapter admin","rollout":"Disabled until buyer approves add-on scope."}],"supportTickets":[{"id":"RN-SUP-104","label":"Acknowledge three warm introductions before sponsor digest closes","requester":"Network admin","owner":"Chapter admin","priority":"urgent","status":"open","due":"Today 3:00 PM","detail":"Three referrals are logged but have no recipient acknowledgement, which will lower the weekly trust score."},{"id":"RN-SUP-112","label":"Resolve duplicate member records from roster import","requester":"Network admin","owner":"Membership coordinator","priority":"watch","status":"in-review","due":"Tomorrow","detail":"Two imported members share company domains and need merge approval before recognition scoring runs."},{"id":"RN-SUP-119","label":"Confirm sponsor-safe revenue language","requester":"Network admin","owner":"Executive sponsor","priority":"normal","status":"open","due":"Friday","detail":"Sponsor dashboard can show aggregate value after the approved attribution wording is confirmed."},{"id":"REFERRALNETWORK-SUP-700","label":"Demo app availability","requester":"Launch monitor","owner":"Technical lead","priority":"urgent","status":"scheduled","due":"Homepage and app route return 200 from production domain after DNS cutover.","detail":"Rollback DNS alias to preview or pause launch announcement until the route passes."},{"id":"REFERRALNETWORK-SUP-701","label":"Accepted referrals with owner follow-up within 5 business days","requester":"Launch monitor","owner":"Growth lead","priority":"watch","status":"scheduled","due":"Pilot usage is visible in the buyer dashboard within the first review cycle.","detail":"Review analytics key, event mapping, and privacy guardrails before widening access."}],"knowledgeBase":[{"title":"Member roster import template","audience":"Network admin","status":"ready","detail":"Import at least 150 member rows with no required-field failures."},{"title":"Sponsor report sample","audience":"Chapter leader","status":"template","detail":"Create 25 referrals, move 10 through follow-up, and export a leadership report."},{"title":"Chapter launch checklist","audience":"Member","status":"template","detail":"Show stale referral reminders and sponsor checkpoint tasks in the automation panel."},{"title":"Member import template","audience":"Network admin","status":"ready","detail":"Roster columns map directly to the directory surface."},{"title":"Chapter launch checklist","audience":"Network admin","status":"template","detail":"Admin tasks, leader training, and first meeting report."},{"title":"SEO landing page","audience":"Network admin","status":"ready","detail":"Canonical industry page targets referral management searches."}],"launchAssets":[{"label":"Member import template","status":"ready","detail":"Roster columns map directly to the directory surface."},{"label":"Chapter launch checklist","status":"template","detail":"Admin tasks, leader training, and first meeting report."},{"label":"SEO landing page","status":"ready","detail":"Canonical industry page targets referral management searches."},{"label":"Email sequence","status":"template","detail":"Drafts for invite, first referral, acknowledgement, and monthly recap."}]},"implementationManifest":{"markdownPath":"/demo-library/referral-network/tenant-seed-package","jsonPath":"/demo-library/referral-network/tenant-seed-package.json","launchRoomPath":"/demo-library/referral-network/launch-room","clientLaunchPlanJsonPath":"/demo-library/referral-network/client-launch-plan.json","deploymentLaunchPlanJsonPath":"/demo-library/referral-network/deployment-launch.json","openApiSpecPath":"/demo-library/referral-network/openapi.json","sampleDataPackageJsonPath":"/demo-library/referral-network/sample-data-package.json","firstProofUrl":"https://referral-network.ideas-realized.com?screen=matcher","firstProofScreen":"matcher"}}