Resources
Practical guides for referral-driven groups.
Useful, first-party thinking on how referral groups actually work — what to track, what to skip, and how to keep the value visible. Written by our founder, from years inside referral-driven groups. New guides are published as they are ready.
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Guide
How to define a qualified referral your group actually agrees on.
By Tim Beshears · July 13, 2026
A three-part test for qualified referrals, with real examples of what counts and what doesn't, plus a one-sentence template your group can adopt.
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The five metrics a networking group should track — and the ones to skip.
By Tim Beshears · July 13, 2026
Five numbers that show a referral group's health: referral flow, closed business, attendance, one-on-ones, and guest conversion — plus the metrics to skip.
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How to follow up on referrals without policing your members.
By Tim Beshears · July 13, 2026
Keep referral follow-up from stalling without policing members: visibility over enforcement, a 48-hour norm, and scripts for the awkward conversations.
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