Referral Network
CRM-lite: content attribution log, active referral sources, target relationships.
Referral Network
ProActive ReSolutions — CRM-Lite for Content-to-Relationship Tracking Last Updated: March 2026
This register tracks individuals who are referral sources, referral targets, or relationship nodes — people whose professional respect enables a business conversation. Its primary purpose is to make visible which pieces of content have touched which relationships, so that over time we can see how content drives referral activity.
Distinct from the academic Relationship Register (project-pipeline/RELATIONSHIP_REGISTER.md), which tracks publication relationships.
How to Use This Register
Adding a contact: Add when someone refers a client, mentions content in a conversation, or becomes a meaningful node in ProActive's professional network.
Content touchpoints: Log every time a contact mentions engaging with a specific piece — in conversation, by sharing it, or by referencing it in an inquiry. This is the signal that content is activating relationships.
Review cadence: Monthly — check for contacts who should have been updated. Quarterly — use this data in the Quarterly Review to assess content-to-referral attribution.
Active Referral Sources
People who have referred clients or professional conversations to ProActive.
| Name | Role | Organization | Sector | Relationship | Content Touchpoints | Last Contact | Notes |
|---|---|---|---|---|---|---|---|
| [Name] | [Title] | [Org] | [Sector] | Active referral source | [List pieces] | [Date] | [Notes] |
Target Referral Relationships (Priority Development)
People we are not yet in relationship with, who fit the profile of ideal referral source. Content is the entry point.
Employment and Labour Lawyers (Priority 1)
These are the highest-value referral relationships. A lawyer who refers one client may refer ten. Content reaches them through LinkedIn, trade publications, and CPD events.
| Name | Firm | Specialization | How We Might Reach | Notes | |
|---|---|---|---|---|---|
| [Name] | [Firm] | Employment/labour law | [Profile] | LinkedIn engagement | Identify via HRPA events, CLEs |
Target profile: BC-based employment and labour law firms; plaintiff or management-side; mid-size to large. Focus on firms that handle workplace investigations, harassment complaints, and human rights — they are the most likely to refer complex situations where investigation has already failed or is not the right tool.
HR Leaders (Priority 2)
Reach via HRPA BC events, LinkedIn, CPHR community. HR directors at target sectors refer when they need external support they can't provide internally.
| Name | Title | Organization | Sector | Content Touchpoints | Notes | |
|---|---|---|---|---|---|---|
| [Name] | [Director/VP HR] | [Org] | [Sector] | [Profile] | [Pieces read/shared] | [Notes] |
OH&S Professionals (Priority 3)
Regulatory mandate creates urgency. Reach via OHS Canada, CSSE events, LinkedIn.
| Name | Title | Organization | Sector | Content Touchpoints | Notes |
|---|---|---|---|---|---|
| [Name] | [Title] | [Org] | [Sector] | [Pieces read/shared] | [Notes] |
Connective Tissue
People who are not direct referral sources but who amplify ProActive's content to the referral community — authors, association leaders, event organizers.
| Name | Role | Why They Matter | How to Engage | Notes |
|---|---|---|---|---|
| HRPA BC events team | Event organizer | Access to 5,000+ BC HR professionals | Speaking proposal | Identify submission windows |
| CSSE regional chapter | OH&S association | Access to safety professionals | Article submission + speaking | OHS Canada connection |
| BC Employment Bar (CBABC Labour Section) | Legal association | Access to employment lawyers | CPD proposal, LinkedIn | Richard's legal credibility needed |
Content Attribution Log
When a contact mentions content, log it here. This builds the attribution chain — which pieces drive relationship entry points.
| Date | Contact | Piece Referenced | Context | Outcome |
|---|---|---|---|---|
| [Date] | [Name] | [POPUP-2026-01] | [Mentioned in intake call] | [Booked discovery call] |
| [Date] | [Name] | [POPUP-2026-02] | [Shared on LinkedIn] | [Warm introduction to X] |
Relationship Status Vocabulary
- Target — No prior interaction; on the radar based on profile fit
- Acquainted — Met or corresponded once or twice; knows of ProActive
- Established — Regular professional contact; has sent at least one referral
- Active — Currently involved in an active referral conversation
- Strong — Long-standing relationship; trusted referral source
Quarterly Review Prompt
At each Quarterly Review, answer these questions using this register:
- Which contacts were activated by content this quarter? (Content Attribution Log)
- Which target relationships have we not made progress on? Why?
- Did any referral arrive from an unexpected relationship? (Update target profile)
- Which piece, if any, was cited most in relationship conversations?
- Do we need to add anyone to the target list based on new sector activity?