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NOVA Core Referral Automation System - Automated referral opportunity detection and tracking for business networking groups

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neXco Referral Strategy Generator

Generate comprehensive referral strategy reports for your neXco chapter in minutes.

What This Tool Does

This tool automatically creates a referral strategy document for your neXco chapter by:

  1. Scraping your chapter's member directory
  2. Extracting member profiles and contact information
  3. Generating a structured report with:
    • Member profiles and services
    • Ideal referral profiles (templates to customize)
    • Trigger events to monitor
    • Referral language suggestions
    • Automation criteria for tracking

See an example: NOVA Core Referral Strategy

Quick Start

1. Install

# Install dependencies
npm install

# Install browser
npx playwright install chromium

2. Generate Your Report

npx tsx scripts/generate-referral-strategy.ts https://members.nexconational.com/your-chapter/ output.md

Example:

npx tsx scripts/generate-referral-strategy.ts https://members.nexconational.com/loudoun-b2b/ loudoun-strategy.md

3. Customize the Report

Open the generated .md file and fill in the template sections with details about each member's:

  • Ideal referral profile
  • Trigger events to monitor
  • Referral language

Full Documentation

  • INSTALL.md - Complete installation and usage guide
  • BLUEPRINT.md - Future features and architecture (not implemented yet)

Requirements

  • Node.js 20 or higher
  • Internet connection
  • Your chapter's neXco member directory URL

Project Structure

src/
├── api/           # REST API endpoints
├── cli/           # Command-line interface
├── config/        # Configuration management
├── db/            # Database schemas and connections
├── domain/        # Domain models (member, contact, opportunity, tracking)
├── jobs/          # Scheduled background jobs
├── services/      # Business logic services
│   ├── alerts/
│   ├── detection/
│   ├── import/
│   ├── matching/
│   ├── notifications/
│   ├── opportunities/
│   ├── reporting/
│   ├── rules/
│   └── scraper/
└── utils/         # Utility functions

Configuration

Key environment variables:

Variable Description Default
DATABASE_URL SQLite database path ./data/referrals.db
NODE_ENV Environment development
LOG_LEVEL Logging level info
RESEND_API_KEY Resend API key for email -
EMAIL_FROM Sender email address -
EMAIL_TO Recipient email address -
EMAIL_ENABLED Enable email sending false

Development

# Run tests
npm test

# Run tests in watch mode
npm run test:watch

# Lint code
npm run lint

# Format code
npm run format

# Development mode
npm run dev

License

Private - All rights reserved


Built for the NOVA Core neXco chapter

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NOVA Core Referral Automation System - Automated referral opportunity detection and tracking for business networking groups

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