Software a referral group runs its week on

A directory, this week's asks, the referral log, attendance and dues, in one place instead of five.

A referral group meets weekly, and the meeting is the easy part. The rest is a member list in somebody's spreadsheet, this week's asks in one person's notebook, referrals nobody writes down, dues chased by text, and attendance on a clipboard that only exists once.

WeeklyAsk is one place for all of it. A leader runs the group, a co-organizer runs the meetings, and every member gets their own view of it. There is a live demo running on sample data, so none of this has to be taken on description.

Open WeeklyAsk.com

Inside the app.

Every screen below is in the public demo, signed in as the group leader. Open it and click the same things.

What it does.

For the group

A directory carrying each member's business, category and current ask
The weekly one-minute ask, written once and readable by everyone before the meeting
Referrals logged, passed and closed, with the business attached to them
Meetings, attendance, substitutes and visitors, marked on one sheet during the meeting
Announcements, testimonials and dues, in the same place as the rest of it

For each member

A personal contact list that travels with you across every group you belong to
Quick capture for the conversation you just had, in one sentence, before you forget it
Follow-ups, including a nudge when someone you know has gone quiet
Your own scorecard: what you gave, what you got and what closed
An export of your own contacts, because they are yours and not the group's

The rest of it.

The referral log, the signed-out site, and the same app on a phone, which is where a member will open it.

It opens in Simple.

The person being handed this at a 7:30am meeting is not evaluating software. They want the directory, this week's asks and the meeting, and they want them before the coffee runs out. Handing that person a full menu is how a group decides the new system is worse than the spreadsheet.

So every account starts in Simple, and nine further screens stay out of the menu until somebody switches to Full. Nothing is taken away: every screen is still reachable by address in either view, and the switch is one control in the header. The default just stops a first-timer meeting the whole product at once.

The same thinking runs through the roles. A leader sees the roster and the group settings, a co-organizer sees the meetings without the roster, and a member sees their own view. Nobody is handed a screen full of controls that are not theirs to press.

Tell us what your business does by hand.

This started as a spreadsheet, a notebook and a group chat. Most of what we build starts that way, and the useful first conversation is about the by-hand version.

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Based in St. Clair Shores, working across Metro Detroit.