Can I stay involved after I refer a client to Fulcrum?
Yes, in two ways. You can move into a co-delivery arrangement where you maintain an active role in the engagement, or you can stay connected through a referral structure where you get visibility into how the engagement is progressing without being in the delivery.
Whether you stay involved after a referral depends on what makes sense for the client and what role you want to play. Fulcrum does not push partners out. If your presence in the engagement adds value for the client, there is a structure for that.
Clean handoff referral
In a clean referral, you make the introduction and step back from the delivery. Fulcrum handles the engagement. You are kept informed of the status of your referral through periodic updates. You earn the referral fee, and the client relationship you have is preserved without any risk of confusion about who is doing what.
Co-delivery involvement
If you want to stay active in the engagement, a co-delivery arrangement gives you a defined role in the delivery. You are not a silent observer. You have a scope, a lane, and an ongoing presence in the client relationship. This works well when your discipline is genuinely additive to what Fulcrum is doing.
What does not work
Being loosely present without a defined scope creates confusion for the client. If you want to stay in the engagement, commit to a co-delivery structure. If the engagement does not need two parties, a clean handoff is the better choice for everyone, including you.
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