Log a 1:1 in the parking lot after breakfast, and by the time you've buckled your seatbelt it has turned up in four places. We call that stream the Pulse. Members ask about it often enough that it deserves a plain explanation.
One log, four places
When you log a 1:1, a referral, a won referral or a testimonial, Surge records an activity event. That event feeds:
- Your chapter page. The public activity list shows who did what, for example "Hamza Warsame and Megan Liu had a 1:1."
- Your chapter's X account. Each chapter has its own account. Surge writes a short post for each event and tags your @handle if it's on your profile.
- The meeting overlay. During the weekly meeting, a crawl runs along the bottom of the projector screen and new events pop up as alerts with both members' photos.
- The stats. Chapter totals, leaderboards and the pulse slide that opens every meeting.
If an event involves members from two chapters, such as a 1:1 between a Polaris member and a Marysville member, it appears in both: both chapter pages, both X accounts, both overlays.
What's public and what isn't
We built the feed around one rule: share the activity, never the client.
| Shared publicly | Never shared publicly |
|---|---|
| Member names, businesses and photos | Prospect names, emails and phone numbers |
| The kind of activity (1:1, referral, win, testimonial) | Your private 1:1 notes |
| Referral temperature (hot, warm or cool) | The revenue or fee on any single referral |
| Testimonial text | Referral details and outcome notes |
| Chapter totals, including total closed business |
So the room can see that Tasha passed a hot referral to Kwame. Only Tasha, Kwame and a Surge admin can see who the buyer is. When Kwame marks a referral won and records what it was worth, only he and an admin see that number. It gets added to the chapter's closed-business total, and that total is public.
What the posts look like
Posts stay under X's 280-character limit and use one template per kind of event. A few recent ones:
Kate Brennan (@KateRoofsCbus) just passed a hot referral to Anil Venkataraman (@AnilRates). #SurgePolaris
Referral won: Priya Nair (@LedgerwisePriya) closed new business from a referral Carlos Mendoza sent her way. #SurgeMarysville
Aisha Rahman (@StudioRahman) on Tyler Beckett (@BeckettOutdoor): "Tyler redrew our patio three times without complaining and caught a drainage problem our builder missed." #SurgeMarysville
Badges are the exception. They show up on the overlay and on your profile, but they don't post to X. Nobody's followers need a tweet about a Connector badge.
What happens in the meeting room
The overlay sits on top of whatever is on the projector, usually that week's slides. The crawl along the bottom loops through the chapter's latest 30 events, mixed with a few stats. When someone logs something new, an alert slides in for about six seconds, one at a time.
When a member is presenting, whoever is running the room can pause the overlay so nothing pops up over their slides. Alerts that arrive in the meantime wait their turn. When the overlay resumes, it shows one summary, something like "While you were presenting: 2 referrals, 1 testimonial," and the crawl picks back up.
People like seeing their names on the screen. In the four weeks after we turned alerts on in Polaris, logged 1:1s went up by about a third, and they have stayed there.
Points, streaks and the leaderboard
Every event also earns points:
- 1:1: 10 points to each member
- Referral given: 25 points to the giver
- Referral won: 50 points to the giver and 10 to the receiver
- Testimonial: 15 points to the writer and 5 to the member it's about
Points move you up the levels, and your streak counts the weeks in a row you've logged at least one 1:1 or referral. The pulse slide shows the chapter's top five by points, and the Surge Score, which is points per active member, ranks the chapters against each other. Polaris has led since January. Marysville would like everyone to know that is about to change.
Habits that help
- Log it the same day, while you still remember who you met and what you promised.
- Add your X handle to your profile. Posts that tag you reach your own followers as well as the chapter's.
- Be honest about temperature. Hot means they're expecting a call. Warm means they're interested and know your name is coming. Cool means you have a good reason to think they need the service.
- Update the status when a referral moves. The member who sent it wants to know, and marking it won is the only way their 50 points arrive.
If something in the feed looks wrong, tell a chapter leader or an admin at the next meeting and we'll fix it.
