For SME consultants and advisors

You keep the relationship. We build the part that has to be built.

You have spent months earning a client’s trust and you know exactly what is wrong with how their business runs. What you do not want is to hand them to a software firm that turns a diagnosis into a two-year project, an invoice you cannot explain, and a relationship that is no longer yours. This page is the whole arrangement, written down.

Three ways to work No client poaching, in writing Fixed-fee first step

Talk it through How the delivery works

01 · The problem you actually have

A recommendation you cannot stand behind is worse than none.

Advice stops at the point where something has to be built. That last mile is where consulting relationships quietly get damaged.

You refer, and lose the thread

A vendor takes over, scope drifts, and six months later you are answering for a decision you were never part of.

You build it yourself

Which means becoming a software firm — hiring, reviewing, carrying the risk of a thing you cannot personally audit.

You leave it unrecommended

The honest option, and the one that costs your client the most. The problem you correctly identified stays unfixed.

02 · Three ways to work

Pick the one that matches how close you want to stay.

All three assume the same thing: the client relationship is yours, and it stays yours whatever happens to the build.

Referral

You introduce, we deliver

You make the introduction and step back. We report to you at the same cadence as the client, so you are never the last to know. A referral fee is agreed before the first call, and paid whether or not you stay involved.

Joint delivery

You stay in the room

You keep running the business side — process, change management, the conversations only you can have — and we take the technical scope. One plan, two names on it, and no ambiguity about who answers what.

White-label

It is your delivery

The work goes out under your practice. We are a subcontractor to you: your contract, your invoice, your client. You get the audit reports and the standard behind them; the client sees your firm.

03 · What the business gets

The same thing every client gets, regardless of who introduced them.

Nothing here is a partner-only version. It is the standard engagement, listed so you know precisely what you are recommending.

A baseline read A fixed-fee, self-contained audit of what they already run — severity-ranked findings, the root cause behind each, and the specific fix. It stands on its own, and they keep it whatever they decide next.

A foundation, not a feature The systems the business actually depends on, built or corrected to a written standard: data that reconciles, access that ends when someone leaves, and a record of what happened that survives an argument.

Their own people, more capable Where the client has a team, we work through it rather than around it. The know-how ends up inside the business — which is the only version that still works a year later.

Everything in their name Cloud accounts, repositories, deployment pipeline, credentials and documentation. Under their control from the first week, not transferred at the end as a favour.

A written exit The standard, the checks, the reports and the runbook are theirs. An engagement a client cannot leave is not a service, it is a dependency.

04 · What you get

Terms that assume you have more to lose than we do.

You are lending us your credibility. These are the commitments that make that a reasonable thing to do.

No client poaching, in writing

We do not approach your client for adjacent work, and we do not market to them after delivery. It is a clause, not a courtesy.

Referral terms agreed up front

A percentage of the first engagement, agreed in writing before the first call, paid on collection. No renegotiation once the work is going well.

Reporting at your cadence

You get the same audit reports the client does, on the same day. You are never briefing a client on something you learned after they did.

We say no in front of you

If the work is not worth doing, or is not worth doing by us, we will say so on the call rather than scope something to keep busy. That protects your recommendation more than any delivery.

A read before a proposal

The first step is a fixed-fee assessment, not a pitch. Your client learns where they stand before anyone asks them for a budget.

Your name on it, if you want

Under white-label, the reports carry your practice. Under joint delivery, both. Under referral, ours. Your call, decided before we start.

05 · How it starts

One call, then a read, then a decision.

No partner programme, no tiers, no portal. The whole process is three steps and you can stop after any of them.

01 A call with you, not your client You describe what you are seeing. We tell you honestly whether it is something we should touch, and which of the three arrangements fits.
02 The baseline read Fixed fee, fixed scope, delivered as a document your client keeps. Plenty of these end there, and that is a fine outcome.
03 Build, on the terms you chose Referral, joint or white-label, with the reporting cadence set in step one and the exit written in from the start.

Send us the one you are unsure about.

The client you know needs something built and you have not recommended anyone. Tell us what you are seeing, and we will tell you straight whether it is worth doing — and whether we are the right people for it.

Start a straight conversation Read a real audit report