Fit and category review
Confirm the business, service area, category boundaries, professional requirements, and expectations.
Outcome: a clearly defined seat.A deliberate first 30 days
Join prepared. Become referable.
A clear 30-day onboarding path for founding members, from category confirmation through referral readiness.
The member ramp-up
Four stages. One clear standard.
Membership should begin with category clarity, useful preparation, and introductions made at the right pace.
Build the referral profile
Define the ideal client, referral signals, introduction language, service boundaries, and verifiable proof.
Outcome: members know what to listen for.Earn informed trust
Complete structured one-to-ones, learn complementary categories, and practice permission-based introductions.
Outcome: familiarity before advocacy.Activate and improve
Publish the verified profile, establish a weekly rhythm, and set a 90-day contribution goal.
Outcome: a useful, accountable member.Onboarding kit
What every member completes.
- Category and overlap review
- Ideal referral and disqualifying signals
- Credentials and service-area verification
- Searchable member profile
- 60-second introduction framework
- Three structured one-to-ones
- Referral consent walkthrough
- 30- and 90-day goals