Explain the introduction
- Who you know, and how the relationship arose.
- Whether you are introducing a contact or are authorized to act for it.
- Other people or firms involved, and what each contributes.
- Any relevant confidentiality, employment or commercial restriction.
An introduction can be valuable without a selling or purchasing mandate. Describe it accurately so the right person can confirm the opportunity and the right agreement can be used.
Agree the arrangement before sensitive disclosure
We use the existing referral or sourcing arrangement that fits the work you will perform. Any compensation, protected relationship and transaction scope are agreed in writing. Registering a name or forwarding an offer does not by itself create a fee entitlement.
If several people are involved, identify the contracting party and each participant's role. Anyone receiving protected information must have the required permission and written obligations. Listing a person's name alone does not establish those protections.
After the introduction is accepted
We confirm who will handle qualification, communication and follow-up. You receive the updates appropriate to your role and the applicable agreement. Participation in later meetings depends on the work required and on information permissions.
When an opportunity needs to pause
We pause if:
- the relationship cannot be substantiated;
- important participants remain undisclosed; or
- the requested next step would breach confidentiality or the agreed process.
We explain the information needed to reconsider it.