01
A fit check first
Talk through the opportunity before asking someone in your network to take a meeting.
REFERRAL PARTNERSHIPS
Make the right introduction.
Know a business with a problem we can help solve? Start with a conversation about the fit, then make an introduction with a clear next step.
BETTER, TOGETHER.
Your expertiseRelationships. Strategy. Context.
+Our executionPeople. Process. Delivery.
One shared plan.Clear ownership. A useful next step.
BUILT AROUND THE WORKLEADADVISORS ↗
Clear responsibilities A shared plan Relevant expertise Open communication
BUILT FOR THE WAY YOU WORK
A partnership with a purpose.
02
Clear referral terms
Agree any applicable commercial terms and qualification requirements before an introduction.
03
A respectful follow-through
Set expectations for the handoff and updates, with the prospect’s permission.
A SIMPLE WAY TO STARTStart with the fit.
Start with the fit.
Build from there.
No need for a perfect brief.
Just a clear reason to talk.
01
Describe the opportunity
Share the context, the opportunity, and what you want the partnership to make possible.
02
Agree the introduction
Clarify the scope, communication, responsibilities, and commercial terms together.
03
Stay aligned on next steps
Begin with an agreed action and a review point, so both teams know what happens next.
LET’S MAKE THE INTRODUCTIONStart with
Start with
a conversation.
If this sounds like your team, tell us a little about yourself. We’ll explore what a useful partnership could look like.
- Advisors who understand a client’s operating challenges
- Founders and consultants with a relevant network
- Partners who prefer a thoughtful introduction over a volume play
Good work starts with alignment.
Let’s find the right way to build it.
Referral partnerships
Tell us about your team.
For referral partnerships, include your company or website and the collaboration you have in mind in the message box below.
Loading the secure form…
BEFORE WE TALK
A few useful answers.
What makes a good referral?
A business with a clear need in customer operations, lead generation, SEO and content, or sales automation, and a decision-maker who is open to a conversation.
Do you offer referral fees?
Any referral arrangement, eligibility requirements, and compensation must be agreed in writing before the introduction. We do not publish a one-size-fits-all rate.
Should I send a prospect’s contact details immediately?
Start by telling us about your business and the type of opportunity. Make a personal introduction once the fit is clear and the prospect has agreed.