Referral fees are structured to be fair, transparent, and paid quickly. There is no complicated formula and no waiting until the end of the engagement to receive payment.
What the fee is based on
Referral fees are calculated as a percentage of the first project or retainer fee paid by the referred client. For Diagnostic engagements, the fee is based on the Diagnostic investment. For Growth Advisory retainers, it is based on the first month's retainer. For Vantage builds, it is based on the build fee.
When fees are paid
Fees are paid within 14 days of the first client payment clearing. You do not need to stay involved in the engagement to receive your fee. You do not need to wait for the project to complete.
What counts as a referred engagement
A referral is attributed to the introducing partner when the engagement originates from a direct introduction. If a client reaches Fulcrum through your introduction and later engages through a different channel, the attribution stays with you as long as the introduction was made within the prior 12 months.
How to get the specifics
Exact fee percentages by engagement type are shared directly in a partner conversation, not published publicly. Start a conversation if you have a specific referral in mind or want to understand the structure before making an introduction.