Turn member referrals into a clear performance report
On the 1st of every month, WebRun opens LongevityEHR, pulls every referral logged in the past month, tallies how many referrals each existing member sent and how many converted to a paid membership, and builds a ranked Google Sheets report so you can see which members are driving new business and consider thanking them.
- No credit card
- Under $0.01 per run
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How do I track which members refer the most new business to my longevity clinic?
On the 1st of every month, WebRun opens LongevityEHR to pull every referral logged that month, tallies how many each existing member sent and how many converted to a paid membership, and builds a ranked Google Sheets report. Practice leadership sees which members are driving new business, so a thank you or a referral perk goes to the right people.
- Top referring members are identified every month instead of going unnoticed
- Referral conversions are tracked separately from consults, showing where the funnel stalls
- Leadership can direct a thank you or referral perk to the members driving real growth
Built for longevity clinic owners · practice leadership · membership growth teams · concierge medicine operators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.longevityehr.comin a real browser with your saved login - no setup, no API keys. -
1
LongevityEHR - tally referrals per existing member
longevityehr.com How to Automate LongevityEHR
WebRun opens LongevityEHR to tally referrals per existing member. - Open LongevityEHR and pull every new member logged with a referral source in the past month
- Group referrals by the existing member who sent them
- Note which referrals converted to a paid membership versus a consult only
Done when Every referral from the past month is tallied against the member who sent it.
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2
Google Sheets - build the ranked referral report
google.com How to Automate Google Sheets
WebRun opens Google Sheets to build the ranked referral report. - Open the referral performance report
- Add a row per referring member with total referrals sent, conversions, and conversion rate
- Sort so the members with the most conversions rise to the top
Done when The report reflects a ranked list of every referring member for the past month.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does this contact referring members directly?
No. WebRun only builds the ranked report in Google Sheets. If you want to thank your top referrers, that outreach is a decision and a message your team sends yourselves.
How does it know a new member came from a referral?
It reads the referral source field logged in LongevityEHR at intake, so only referrals your team actually recorded are counted.
What counts as a conversion?
A referred person who became a paid member, not just someone who booked a consult. The report tracks both so you can see where referrals stall in the funnel.
Related templates
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