Our spheres
Visible to: EveryoneHome
7 of 17 seatsBuying, selling and settling into a home
Busiest link Real estate → Closing attorney (Victor S. → Marisol G., 96)
Business
7 of 15 seatsRunning and growing a business
Busiest link Payroll → Financial planning (Theo L. → Raymond C., 20)
Health
4 of 12 seatsFeeling well, moving well
Busiest link Chiropractic → Payment processing (Nora W. → Derek H., 7)
Life changes
1 of 8 seatsDivorce, retirement, aging parents
Busiest link Mediation → Real estate (Grace A. → Victor S., 4)
Seat rings: every seat in one picture
Seat rings: the whole group in one picture. The inner ring is the four spheres; the outer ring has one segment per trade, all 52 labelled. Filled segments are members (dark labels). Dashed segments are the 33 open seats (coloured labels). ★ marks an early source: a trade that usually meets the client first.
Referral chains
Visible to: MembersMissing links that would complete the most chains
One new member in any of these trades strengthens several chains at once.
| Missing trade | Chains | Which chains |
|---|---|---|
| Banker or credit union ★ | 3 | Growing a business, Managing household money, Starting a business |
| Business attorney ★ | 2 | Selling or retiring from a business, Starting a business |
| Home inspector ★ | 2 | Fixing up a house, Selling and buying a home |
Selling and buying a home
Starts when a family decides to move
Fixing up a house
Starts with an inspection report or a new owner
Starting a business
Starts when someone opens a company
Growing a business
Starts when a company hires or expands
Selling or retiring from a business
Starts when an owner plans an exit
From pain to wellness
Starts with an injury or ache
Divorce
Starts when a couple separates
A death in the family
Starts when an estate must be settled
Caring for an aging parent
Starts when a parent needs help at home
Managing household money
Starts at tax time or a new paycheck
Planning an event
Starts with a wedding, party or company event
Owning a car
Starts with a purchase, repair or accident
How referrals flow
Visible to: MembersNetwork web Members
Every member is a dot, clustered by sphere. Lines are real referrals between two members (thicker means more). Bigger dots are more active members. Dashed dots are open seats.
Where referrals travel
The flow grid: the same traffic as a table. Read across a row to see where a sphere sends its referrals; the diagonal is referrals inside a sphere. Health sends only 1 referral to its own members.
- Home → Business: 51 referrals.
- Business → Home: 25 referrals.
- Home → Health: 21 referrals.
- Health → Business: 15 referrals.
- Health keeps only 1 referral inside its own sphere: its members need more Health neighbours.
Bridges between spheres
Spheres drawn as overlapping circles. Members standing in an overlap serve both spheres: they are the bridges between sub-networks (Victor and Gus, Raymond and Noelle, Samuel).
Who we need
Visible to: Members| Home inspector ★ | Sees every buyer before closing; refers repairs, insurance and movers |
| Remodeler ★ | Meets new owners planning changes; feeds design, solar, trades |
| HVAC | Every sale has a systems check; regular service visits |
| Plumbing | Inspection repairs and new-owner fixes |
| Electrician | Upgrades and solar hook-ups alongside Caleb |
| Roofing | Inspection findings and insurance claims with Bethany |
| Landscaping | Curb appeal for sellers, upkeep for buyers |
| Painter | Pre-listing touch-ups and move-in refresh |
| Home stager | Works every listing Victor brings to market |
| Junk removal | Clear-outs for downsizing and moves with Gus |
| Banker or credit union ★ added | Meets owners and families at loan time, before anyone else; missing from 3 referral chains |
| Business broker ★ added | Every business sale needs an attorney, accountant, valuation and a planner for the proceeds |
| Benefits broker | Sells to the same employers as payroll and insurance |
| Business attorney | Formation and contracts; partners with Imani and Noelle |
| HR or recruiter | Hiring follows payroll growth |
| Commercial real estate | Expansions and leases for growing businesses |
| Office equipment | New offices and set-ups alongside IT |
| Commercial cleaning added | In every office weekly; hears first about moves, expansions and new tenants |
| Physical therapy ★ | High patient volume; refers to chiropractic and wellness |
| Dentist ★ | Sees every family twice a year |
| Health insurance broker ★ added | Every family and employer buys cover once a year; refers wellness and benefits |
| Personal trainer | Crossover with martial arts and spa clients |
| Acupuncture | Complements chiropractic and spa care |
| Nutrition | Part of most wellness plans |
| Yoga | Shares clients with spa and counseling |
| Medicare specialist | Older clients; bridges into Life changes |
| Family law ★ | Divorce triggers mediation, a house sale and new finances |
| Estate attorney ★ | Wills and probate lead to sales, moves and planning |
| Estate-sale company ★ added | Called the moment a house must be emptied; leads to Realtor, movers and estate attorney |
| Home care agency ★ added | First call when a parent needs help; families then need elder law, moves and senior living |
| Senior move manager | Downsizing with Gus and Victor |
| Senior living | Aging parents; families need every other sphere |
| Life insurance | Retirement and family changes |
What makes a good member
Talks to many clients a month, at a moment when they need other help.
Ask or check: How many new clients do you see in a typical month?
Looks for business to hand out before asking for any.
Ask or check: Who did you last refer someone to, and why?
Hears "we're moving" or "my mother needs help" and connects it to a member.
Ask or check: Describe a client conversation that turned into a referral.
Clients take their recommendation; their own reviews and reputation are clean.
Ask or check: Check reviews and licence before the vote.
Calls a referral within a day and reports back.
Ask or check: What happens in the 24 hours after you get a referral?
Can say in 30 seconds who they help and what a good referral sounds like.
Ask or check: Ask for their 30-second pitch at the guest visit.
Attends weekly and does 1-to-1s; relationships need repetition.
Ask or check: Can you commit to the meeting time for a year?
Owner or decision-maker, free to attend and to act on referrals.
Ask or check: Who decides how your time is spent?
Works the same towns as the group, so referrals stay local.
Ask or check: Where are most of your clients?
Generous in the room; no competing with members, no hard selling.
Ask or check: Watch how they treat other guests at the visit.
The Membership Chair can use these as a guest-visit checklist and as ratings on the application.
Recruiting poll
Visible to: MembersThe poll closes on Fri 27 Nov, or the moment all 19 have voted. Results are published as soon as it closes.
You haven't voted yet. Ballots are anonymous: we count who voted, never what they picked.
Your ballot
1. Tap five trades in order of importance.
2. Check your order, and tick which way the business would go.
- No picks yet. Tap a trade above.
Results All members
Below is a preview of how the results will look: 5 points for a #1 vote, down to 1 point for #5. Example figures
| Trade | Points | Voters | I'd give / They'd give | ||
|---|---|---|---|---|---|
| 1 | Home inspector
Home
|
|
41 | 11 of 19 |
49
|
| 2 | Banker or credit union
Business
|
|
33 | 9 of 19 |
76
|
| 3 | Estate attorney
Life changes
|
|
28 | 8 of 19 |
37
|
| 4 | Physical therapy
Health
|
|
24 | 7 of 19 |
54
|
| 5 | Business attorney
Business
|
|
21 | 6 of 19 |
26
|
| 6 | Home care agency
Life changes
|
|
17 | 5 of 19 |
25
|
| 7 | Remodeler
Home
|
|
15 | 5 of 19 |
42
|
| 8 | Dentist
Health
|
|
12 | 4 of 19 |
32
|
Scorecard
Visible to: MembersRecruiting scorecard All members
Score out of 100. The bar shows what drives each score.
| Trade | Score | What drives it | Status | Candidate officers | |
|---|---|---|---|---|---|
| 1 | Home inspector
Home
|
84 |
|
Guest visiting | Joe M., ABC Inspections · visits 4 Nov |
| 2 | Banker or credit union
Business
|
78 |
|
Recruiting | Two names from Priya and Noelle |
| 3 | Estate attorney
Life changes
|
74 |
|
Recruiting | — |
| 4 | Physical therapy
Health
|
63 |
|
Open | — |
| 5 | Home care agency
Life changes
|
59 |
|
Open | — |
| 6 | Remodeler
Home
|
55 |
|
Open | — |
| 7 | Business attorney
Business
|
53 |
|
Applied | Application in, vote 11 Nov |
| 8 | Dentist
Health
|
43 |
|
Open | — |
Where each input comes from
| Referral pull 40% | The members' poll (points plus the give/get split). |
| Demand 20% | Referrals members had to send outside HUDDLE because nobody here does the work. |
| Early source 15% | Does this trade meet the client first? Set per trade in admin. |
| Ticket size 15% | Typical job value, so one referral matters. |
| Local supply 10% | How many such businesses are in our towns (US Census business counts). |
Quarterly rhythm
- Six weeks from the 1st of Jan, Apr, Jul and Oct: the poll is open; turnout and live results show on every page.
- Close: the poll locks at 11:59 pm on the closing date; the scorecard refreshes.
- Next meeting: the Chair announces the top three trades and asks for names.
- Ongoing: candidates move Open → Recruiting → Guest visiting → Applied → Filled.
Poll settings Officers only
Set once per round in admin. Members see the dates and countdown.
Only names who has not voted to the Chair, for a friendly nudge. Never shows what anyone picked.
Case study by Technology On Call. Member names and businesses are fictional stand-ins; the referral patterns, seat counts and chains come from a real Connecticut referral group. Poll and scorecard figures are examples. Explore the full demo site at demo.huddle.business. Want this for your group or business? Email pberg@paulberg.com.