Who it is for
Firms whose best clients arrive through referrals but whose partner relationships are informal, unmeasured and dependent on a few individuals.
Signs it is time
- Referrals are relationship-dependent and unpredictable.
- Partners like the firm but rarely send work.
- It is unclear what the partner gains from the relationship.
- No one tracks partner-sourced opportunities or follows up consistently.
What the work includes
- Partner profiles and the mutual value proposition
- A prioritized partner map and executive outreach plan
- Partner economics and program structure, for review with your counsel
- Onboarding and enablement materials
- Opportunity registration, tracking and review cadence
How it runs
Weeks 1–3 · Design
Choose the channel, define partner profiles and the mutual value proposition, and build the partner map.
Weeks 4–7 · Engage
Executive outreach, first partner conversations and pilot relationships.
Weeks 8–12 · Enable and track
Onboarding, enablement, joint account planning and a tracking rhythm that shows what the channel produces.
What you receive
- Channel strategy and partner profiles
- Prioritized partner map
- Executive outreach plan and materials
- Partner onboarding and enablement kit
- Opportunity tracking and review cadence
What we need from your team
Executive participation in partner conversations and agreement on partner economics.
Boundary
One channel. Introductions, signed partners and revenue are not guaranteed.
Investment
Fixed fee, confirmed in a written proposal.
Frequently asked questions
Which partners make sense for a services firm?
Often accounting firms, banks and lenders, private-equity sponsors, technology vendors and complementary service providers. The right choice depends on who already has your buyer’s trust.
Will you make introductions?
Joe’s network may help, but the engagement is designed to build your firm’s own repeatable channel—not to rent introductions. No introductions are guaranteed.
Do you draft partner agreements?
No. We help define program structure and economics; your counsel prepares the agreement.