How does the referral process work?

The referral process is designed to be low-friction for you and low-friction for the client. There is no paperwork required before making a referral. The process moves at the pace of the client's readiness.

Step 1: The warm introduction

A referral starts with a direct introduction. Email, Slack, LinkedIn message. The best introductions include three things: a brief description of the client and their business, what you have observed that makes you think they are a fit, and context that signals to the client that you genuinely trust Fulcrum. A three-sentence email with those elements is more valuable than a long message.

Step 2: Discovery conversation

Fulcrum handles the discovery from there. A 30-45 minute conversation to understand the business, the current challenges, and whether this is a situation where Fulcrum can actually help. We do not sell into every referral. If the fit is not there, we say so and recommend someone who might be a better match.

Step 3: Scoping and proposal

If there is fit, we scope an engagement. This usually involves a second call focused specifically on the work, the timeline, and the right entry point. Most engagements begin with a Bearing Diagnostic so both parties have a clear picture before committing to a longer relationship.

Step 4: Engagement and referral payment

Once an engagement agreement is signed and the first invoice is paid, the referral fee is processed. You do not need to follow up or track it. We keep referral partners informed when their referral converts.

The entire process from introduction to signed agreement typically takes two to four weeks, depending on the client's timeline and readiness.