Referral Workflow
Track referrals from handoff to outcome
Trubiz gives chapters a structured pass-referral workflow that every member can follow — with full status tracking from open to closed.
How It Works
A referral workflow every member can follow
01
Choose a member
Select the member you are referring from a searchable directory. See their category, stats, and profile.
SC
Sarah Chen
Marketing
AK
Alex Kim
Architecture
MD
Mike Davis
Finance
02
Add referral details
Enter the business name, category, estimated value, and any notes. Takes under 30 seconds.
Business nameChen Marketing Group
Est. value$2,500
CategoryMarketing
03
Track progress
Status moves from Open to Pending to Closed. Both parties are notified at every step. TYFCB is logged automatically.
Open
Pending
Closed
TYFCB · $3,2008 referrals this month
Outcome Tracking
From first handoff to closed business
Status moves from Open to Pending to Closed. Both parties are notified at every step. TYFCB is logged automatically when business is won — keeping the chapter informed and motivated.
OpenReferral sent, waiting on contact
PendingIn conversation or proposal stage
ClosedBusiness completed
TYFCBThank You For Closed Business — logged and celebrated
Sarah C. → Alex K.
TYFCBKim Architecture
$3,200
Closed in 12 days · 8 referrals this month