Member Referral Challenge

Invite qualified introductions from current families while keeping attribution and rewards fair.

• ✓Eligibility and campaign dates
• ✓What counts as a referral and conversion
• ✓Reward, approval, and fulfillment policy
• ✓Guest offer and follow-up owner

• ✓Program-terms outline
• ✓Member invitation
• ✓Referral-source capture instructions
• ✓Staff attribution checklist
• ✓Campaign closeout message

These are planning deliverables, not a promise that each finished asset is generated. Private-pilot activation creates one linked event plus the same ten generic, placeholder-filled drafts and tasks for every playbook.

1. 1
   T-21

   Write the rules

   • Define eligibility and first-touch attribution.
   • Approve rewards and fulfillment.
   • Set start and end dates.
2. 2
   T-14 to end

   Invite and track

   • Publish complete terms.
   • Capture referral source separately.
   • Follow up guests consistently.
3. 3
   Weekly

   Review evidence

   • Resolve duplicates.
   • Confirm conversions against the written rule.
   • Avoid public staff or member pressure.
4. 4
   T+7

   Fulfill and close

   • Approve eligible rewards.
   • Record fulfillment.
   • Publish only accurate, consented results.

• ✓Attributed referral inquiries
• ✓Qualified trials
• ✓Verified conversions
• ✓Approved and fulfilled rewards

Keep forecasts, registrations, attendance, collected revenue, refunds, and expenses separate. Do not report a projected opportunity as money earned.

• ✓Publish complete terms before launch.
• ✓Do not change first-touch attribution retroactively.
• ✓Never promise automatic cash or account credit without an approved ledger and policy.

The private-pilot campaign creates one linked event at one anchor time and can track staff work. It does not create a campaign date range, referral codes, structured attribution, or reward fulfillment. Those referral records remain roadmap work, and no automatic account credit is created.