We&CoPreview

Sample data — sign in for your real referrals, Huddles, and ROI.

Member home

Good afternoon, Jane

1,247pts

Summit Roofing & Exteriors

2 new referrals in your inbox

Referral pipeline

Open →
2New3Working6Closed

$45,000 closed revenue

For you this week

3 actions

Pass a referral to Sarah

New

She’s looking for a web designer — warm intro closes faster.

Tech Entrepreneurs meets Friday

In 5 days

Monthly co-op meeting · bring one Visitor if you can.

Follow up with John Doe

Visitor from last week — still in your CRM pipeline.

Quick actions

Pass a referral

Warm intro — fuel co-oping in your Huddle

Host a Visitor

Bring a Visitor to a Huddle-facing event

Check my Huddles

Health, meetings, and your next move

Update my listing

Refresh your co-op presence

My Huddles

Preview data

Tech Entrepreneurs Huddle

Next: Monthly co-op meeting · Jun 22

92

1st of 8

Healthcare Professionals

Next: Referral roundtable · Jun 29

84

3rd of 6