We&Co

What’s new for members

More warm referrals. Less chase.

Here’s what your membership is built to do now — pass Referrals from your phone, run a sharper Huddle, welcome Visitors, and finish Success Academy with your teammates.

Member week

What your membership is for

Six jobs that show up in a normal member week — built so warm referrals and Huddle trust compound.

  • 01

    Pass and close warm Referrals

    Log an intro while it’s fresh, see what’s open, set a next step, and close the loop when it lands — even if you’re still in the parking lot.

    For you · Warm handoffs stop dying in text threads. Your giving shows. Your inbound gets followed up.

    Open Referrals
  • 02

    Run a Huddle that compounds trust

    CheckIn that sticks, SMART goals each meeting, clearer agendas, and recaps people actually open — so co-oping stays visible between meetings.

    For you · Your Huddle feels intentional. Partners remember who to send you.

    Browse Huddles
  • 03

    Fill the room — then follow up

    RSVP with confidence, invite Visitors who fit your Huddle’s audience, and send thank-yous that make guests feel welcome after the meeting.

    For you · The right people show up. Guests hear from you within 48 hours.

    See Events
  • 04

    Train with Success Academy

    One friendly playbook for members, Chiefs, and Ambassadors — short modules on Huddles, Referrals, Visitors, and the habits that grow your book of business.

    For you · Everyone shares the same language. Coaching gets faster. You know what good looks like.

    Start Success Academy
  • 05

    Keep We&Co on your home screen

    Install the member app, get alerts that matter (RSVPs, Referrals, Huddle reminders), and glance your next move without hunting menus.

    For you · You show up prepared — and pass a Referral before you forget.

    Install the member app
  • 06

    Show up ready to be referred

    Clear directory listings and member profiles with call / email paths — so a teammate (or Visitor) can pitch you accurately the first try.

    For you · Partners know who you help, where you serve, and how to connect you.

    Open the directory

This week

A week that works for your business

Not a feature list — the rhythm strong members already run.

  1. Step 01

    Before the Huddle

    Glance the dashboard, RSVP, and jot one Referral or relationship touch so you walk in prepared.

  2. Step 02

    In the room

    CheckIn, share a clear update, teach your ideal referral, and welcome Visitors who fit your Huddle’s audience.

  3. Step 03

    After the meeting

    Log intros the same day, send Visitor thank-yous, and set next steps so warm leads don’t cool off.

  4. Step 04

    Between meetings

    Finish a Success Academy module, coffee a power partner, and keep one deliberate give visible each week.

2026 trail

How 2026 compounded for members

A short trail of member-facing wins — Referrals, Huddles, Visitors, and the app in your pocket.

January 2026

Your Huddle world, not everyone else’s

Your Huddle feels like home

  • Dashboard and People views scoped to your Huddles — less noise, clearer next events
  • Honest Visitor counts and Huddle health so you know where to help
  • Faster trial signup and simpler account recovery when you need it

For you · You log in and the platform finally feels like yours.

February 2026

Meetings that look like you mean it

Meetings guests respect

  • Huddle presentation mode for slides and announcements on phone-friendly controls
  • Guest CheckIn with member search and clearer Visitor filtering by meeting
  • Faster profile photos and a clean view of your membership plan

For you · Guests get a smooth welcome; your room looks professional.

March 2026

CheckIn you can trust

CheckIn and listings you can trust

  • One CheckIn per meeting and autosave that doesn’t overwrite last week
  • Recap emails that regenerate instead of going out blank
  • Business promotions members can share — public or member-only

For you · Meeting history stays clean and recaps actually land.

April 2026

Open the app. Know the next move.

Know your next move fast

  • Dashboard that surfaces attendance, Visitors, and Referrals at a glance
  • Visitor CheckIn can start the Referral path automatically
  • Event RSVP plus previous meeting goals restored for real accountability

For you · You see where you stand and what to do next — in one place.

May 2026

Fill the room. Follow up without chasing.

Invites and follow-up that fill seats

  • Branded event invites from Chiefs with smart reminders
  • Visitor thank-you emails so guests feel welcomed after the meeting
  • Richer event cards in chat with quick RSVP

For you · The right people show up — and hear from you after.

June 2026

We&Co on your home screen

We&Co in your pocket

  • Installable member app with bottom nav and offline Referral capture
  • Referral pipeline hub — start from a Person you already know, save contacts, keep next steps visible
  • SMART goals in Huddle CheckIn, alert preferences, and a calendar view on Events

For you · Pass a Referral from the parking lot. Get reminded before you forget.

July 2026

Look ready. Send a recap worth opening.

Profiles and recaps that convert

  • Member profiles and directory cards with clear call / email actions
  • Redesigned Visitor and Member Huddle recap emails — preview before send
  • Clearer billing for special memberships; smoother Referrals on iPhone

For you · Your profile looks like a pro. Guests get a recap they actually open.

Put it to work this week

Pass one Referral, RSVP to your next Huddle, or start Success Academy — then install the member app so the next move is always one tap away.

Become a We&Co Insider

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