Track the handover, not just the headline
A simple workflow gives both sides a shared view of whether a referral is new, accepted, in a meeting or has been won or lost. It should record useful context without exposing private deal detail to the wider community.
When work closes, both members should confirm the recorded value. That is more credible than asking one person to self-report a total.
What to measure
Focus on signals that help the community improve, rather than vanity numbers.
- Referrals accepted and progressed
- Meetings booked
- Confirmed value
- Response and follow-up time
- Testimonials linked to real completed work