Referral relationships
Keep warm the people who send us our best work.
0
relationships need attention
Needs touch
0
overdue or stale
Ready to ask
0
qualified to ask
Touches this week
0
give-first touches
Give-first balance
building · keep it up
Priority relationship queue 0
Sorted by severity (overdue first, then stale, then ready, then due soon).
Snoozed partners 0
Keep the give-first engine running.
Consistent value builds trust, strengthens relationships, and drives great work.
0
active partners
Overdue
0
45+ days
Due soon
0
30–44 days
On track
0
under 30 days
No data
0
no touches logged
| Partner | Category | Last touch | Status | Action |
|---|
0
touches in window
Gives
0
give-first touches
Receives
0
referrals received
Meetings
0
face-to-face
Calls / lunches
0
touch points
Type
Window
Owner
Active partners
0
Relationship coverage
YTD touches
0
Activity volume YTD
Gives
0
Generosity side of ledger
Receives
0
Reciprocity received
Ready to ask
0
Asking-readiness
YTD spend
$0
Spend (give-first cost YTD)
Most touched
Last 90 days, all activity types
Longest cold streak
Active partners, days since last touch
Ready to ask
(gives - receives) ≥ 2 AND asks = 0
Highest YTD spend
Cost of gifts, lunches, etc this year