Referrals
Referrals records each Contact, Customer or Partner sending a Lead or Customer to a Startup, and pays the reward its Agreement promises.
Referrals records who sent each Lead or Customer to a Startup: a Customer, a Partner or an affiliate. It pays the reward the Agreement promises once the referred buyer pays.
Summary
| Part | This System |
|---|---|
| Group | Marketing |
| Status | Beta: it works, and its Verbs may still change |
| Shelf | Wakes: offered once its Event fires |
You can ask:
- “Pay partners 20% of what they bring in”
- “Who sent us customers this month?”
- “Pay the commissions that are due”
- “Give this customer a referral link”
What you get
| Part | This System |
|---|---|
| Starts | On for every Startup at creation, with nothing to install. |
| Wakes | On Customer.activated when the Startup reaches ten active Customers. |
| Built from | Database, Event streams, Payment rails |
Nouns it owns
| Noun | Definition |
|---|---|
| Referral | A Referral is a Contact, Customer, or Partner sending a Lead to a Startup, with any reward it earns. |
| Partner | A Partner is an outside Organization that is party to an Agreement with a Startup, supplying it, distributing its Offers, or both. |
| Commission | A Commission is what a Partner earns on the collected revenue its Referral brings, at a rate over a term, paid after a clawback window. |
Verbs
| Verb | Object | Approval | Event |
|---|---|---|---|
| Referral.create | Referral | None | Referral.created |
| Referral.list | Referral | None | None. |
| Commission.pay | Commission | Asks first; waits 1 business hour | Commission.paid |
Events
| Direction | Event | How |
|---|---|---|
| Emits | Referral.created | By Referral.create |
| Emits | Commission.paid | By Commission.pay |
States
None.
Who operates it
| Part | This System |
|---|---|
| Accountable | Partner Manager |
| Team | Sales Team |
| Seat | A role agent holds it until a Human is seated. |
| Autonomy | supervised |
Approvals and limits
| Verb | Rule | Detail |
|---|---|---|
| Commission.pay | A person says yes first | Waits 1 business hour |
Processes that use it
None.
Rail underneath
Stripe’s products (Stripe’s names): Connect.
Views and dashboards
| View | Shows | Metrics |
|---|---|---|
| The Partner Manager’s view | The Metrics its accountable Role answers for. | Partner-sourced revenue |
Access
What each Access level may call here.
| Access level | May call |
|---|---|
owner | Every Verb (15) |
admin | All but 1 of 15: Commission.pay |
member | All but 1 of 15: Commission.pay |
viewer | Read only (6 of 15) |
Import and export
None.
Fees and pricing
Each commission pays out through Stripe, and Stripe’s payout cost passes through at cost as its own Entry.
Availability and limits
| Part | This System |
|---|---|
| Status | Beta: it works, and its Verbs may still change |
Compliance notes
Commissions follow the Agreement each Partner signed; the reward rate stays the founder’s.
Controls it carries:
Related Systems
Example
A Licensed-human marketplace of tax preparers gives every client a link worth $25 to both sides. A referred client books and pays; Referrals attributes the Order to the sender and credits both accounts. A preparer who brings in another preparer earns 5% of that preparer’s first year, paid through Earnings.