THE COMPOUND OPERATOR GUIDE
Everything you need to use Flywheel Foundry and Referral Invitation Studio, test an idea honestly and publish an asset that belongs to you.
Choose one customer result, a problem you solved or an existing resource. If it is only an idea, label it as a…
Read instructions ↗MODULE 02Use the demo without confusing it for evidenceClick Load Example in the Foundry to see a fictional example. Review its four-stage loop and the proposed firs…
Read instructions ↗MODULE 03Map the loop stagesThe Foundry uses four steps: Value delivered, Reason to share, Introduction route and Useful next step. For ea…
Read instructions ↗MODULE 04Compare approachesTest different routes—customer referrals, partners, shared resources and return visits. The Foundry keeps thre…
Read instructions ↗MODULE 05Plan the first real testPick one route and describe the smallest appropriate step: ask a happy customer about a useful handout, contac…
Read instructions ↗MODULE 06Save and reopen your Foundry projectUse Save Project to download an editable JSON file. Load Project restores the plan and all editable stages. Se…
Read instructions ↗MODULE 07Export a usable planUse Preview Full Page to inspect the same report content outside the editing panel. Download an HTML field rep…
Read instructions ↗MODULE 08Choose an invitation formatReferral Invitation Studio offers four public-page formats: Customer Referral, Partner Introduction, Share a R…
Read instructions ↗MODULE 09Give the invitation your own visual identityChoose one of eight visual recipes. Adjust your background, text, accent and surface colours; choose card layo…
Read instructions ↗MODULE 10Edit every visible statementSet the title, opening, benefit points, optional steps, audience details, CTA label, URL and footer. If you le…
Read instructions ↗MODULE 11Export an independent branded pageSave your editable JSON first. Use Download HTML to create a self-contained public page that can be uploaded t…
Read instructions ↗MODULE 12Put the loop into practice and reviewShare your invitation only when it is relevant, requested or permitted. Record what was actually sent, said or…
Read instructions ↗Start with one useful outcome
Choose one customer result, a problem you solved or an existing resource. If it is only an idea, label it as a hypothesis. The tools cannot discover customers or make referrals for you.
Your next action
Open Flywheel Foundry. In “The result worth sharing”, describe a genuine helpful result and the intended audience. A small, specific example is easier to turn into a useful action than a broad promise.
Use the demo without confusing it for evidence
Click Load Example in the Foundry to see a fictional example. Review its four-stage loop and the proposed first test. Replace the example before using any numbers or statements in a real campaign.
Your next action
Demo content is for learning only. The app labels it clearly and keeps the evidence notes editable.
Map the loop stages
The Foundry uses four steps: Value delivered, Reason to share, Introduction route and Useful next step. For each, describe what actually happens. A strong loop can be explained aloud without relying on abstract jargon.
Your next action
Select each stage to edit its action, evidence and weak point. A loop is a proposed process, not an automatic machine.
Compare approaches
Test different routes—customer referrals, partners, shared resources and return visits. The Foundry keeps three editable loop candidates so you can compare them with the same criteria.
Your next action
Ratings represent your judgments, not AI predictions. Unknown counts as unknown. Check the notes before calling a candidate promising.
Plan the first real test
Pick one route and describe the smallest appropriate step: ask a happy customer about a useful handout, contact a complementary provider or add a real link to an existing page. Decide how you will know it happened.
Your next action
Set an action, a date if useful, a source for any evidence and a review question. Do not skip consent.
Save and reopen your Foundry project
Use Save Project to download an editable JSON file. Load Project restores the plan and all editable stages. Separate browsers and devices will not automatically share work.
Your next action
Keep the JSON somewhere you control and update it after each test. A downloaded report is not an editable project.
Export a usable plan
Use Preview Full Page to inspect the same report content outside the editing panel. Download an HTML field report or a plain-text plan for your own records or collaborators.
Your next action
Open the exported file independently. The report describes your own assumptions and observations, not measured business results unless you supplied them.
Choose an invitation format
Referral Invitation Studio offers four public-page formats: Customer Referral, Partner Introduction, Share a Resource and Community Invitation. Select the one that fits your actual situation.
Your next action
Switching formats changes the copy structure and optional sections while keeping your brand choices. Avoid making a partner page when you need a customer referral.
Give the invitation your own visual identity
Choose one of eight visual recipes. Adjust your background, text, accent and surface colours; choose card layout and type style. This changes your published page, not Ghost.
Your next action
Use the desktop, mobile and new-window previews. Check readability of light text on dark backgrounds and vice versa.
Edit every visible statement
Set the title, opening, benefit points, optional steps, audience details, CTA label, URL and footer. If you leave an optional section blank, it will not appear in the public output.
Your next action
The preview uses the same generator as the exported HTML. Do not publish demo claims, invented rewards, endorsements or an unverified link.
Export an independent branded page
Save your editable JSON first. Use Download HTML to create a self-contained public page that can be uploaded to your own hosting. A page link only works once you publish it.
Your next action
The public export contains no Ghost member controls, hidden referral database or tracking. Linking to a form requires a real destination you control.
Put the loop into practice and review
Share your invitation only when it is relevant, requested or permitted. Record what was actually sent, said or clicked when you can know. Use the Observatory for honest results and your Territory for published owned assets.
Your next action
If the route produces no response, find out whether it was seen and understood before rewriting everything. Respect opt-outs and partner permissions.
Quick fixes if something goes wrong
The download button does nothing: check that your browser permits downloads and that required fields are complete. An external link does not work: enter the complete https:// URL in the editor and retest. The project reopens blank: load the editable JSON, not the published HTML. A separate-window preview is blocked: allow pop-ups for this file or use the inline preview.