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Flip360 CRM
Role guide — Member (Referring)
Sarah Chen, Mathew Punter, Liam Foster, etc. (the 175k by FY31) · HUMAN

 Member (Referring) — Sarah Chen, Mathew Punter, Liam Foster, etc. (the 175k by FY31)

I am
a Member of Flip360. I am a professional (broker / accountant / financial planner / conveyancer / inspector / lawyer / etc.) who refers my clients to other Flip360 partners when they need a service I don't provide. I get paid a commission. I earn honour points.
I need
a mobile app to capture intent (H1) the moment I make a referral, real-time visibility of where my referral is in the 4-handshake chain, a "My Commissions" portal showing every deal I've sourced with chain anchors, payouts visible the day after they clear, and the ability to honour-point my partners (granting points to the person who paid me).
So I can
earn passive commission income from my existing client base (the side-business modelled at $600–1,200/yr for an active member in the investor pack), build reputation via honour points (the leaderboard), and trust that every cent owed is provable.
So that (financial outcome)
I tell other professionals in my community to join Flip360 — because the system worked for me — which is the viral coefficient that drives 1k→175k by FY31.
Who fills this role

Sarah Chen, Mathew Punter, Liam Foster, etc. (the 175k by FY31) · Member · Referrer · The network · Human role · PHASE 1 — PRE G4 CUTOVER

The CRM screens I use

  1. My phone app: H1 intent capture (Secure Enclave signing)
  2. My chains — every referral, every handshake state
  3. My Commissions portal (already live at /me)
  4. My payouts history
  5. My honour points + leaderboard position
  6. Refer a colleague (viral loop)

My KPIs (every one is linked to the FY31 trajectory)

KPITargetAnchored to (financial source-of-truth)
Referrals per active MEMBER/month ≥ 2 investors.tsx ARPU
Commission earned per active MEMBER/yr $600–1,200 investors.tsx ARPU
NPS > 60 engagement.tsx WS3
Viral coefficient (member refers another member) > 0.3 investors.tsx growth thesis
What good looks like

Sarah Chen opens her phone Tuesday morning. Sees DEAL-00891 paid: $2,140 in her account. Captures 2 new H1 intents during the day. Refers a colleague (Marcus Webb) into the network. Marcus joins Friday. The flywheel turns.

What bad looks like

Sarah captures intent in a notes app. Forgets to log half her referrals. Doesn't know which paid and which didn't. Stops referring. Stops telling colleagues. The flywheel doesn't turn.

Who I work with

Reports to: — (top of the chain)

Works with: Community Manager Customer Success

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