The Money Magnets app is on your phone’s store.
Members: download it for iPhone or Android, then sign in with your member email. First time here? Tap I have a setup code on the sign-in screen and enter the code from your welcome sheet.
What’s inside
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Your group’s roster
Every member, their trade and a tap-to-call card. Search by what someone does, not just their name.
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Referrals, new to won
Log what you passed at the table and move it along: contacted, meeting set, quoted, won, with the value.
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One-to-one sheets
A running page on each partner: what they do best and what a great referral for them looks like.
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Meetings and the board
The week’s briefing, attendance and guests, and a leaderboard ranked on referrals given.
Prefer a browser?
The same app runs on the web, and the same sign-in works there. Handy on a laptop at the office, or when you’re showing the group to a guest.
moneymagnets.ericolsen.studio/app/demo