Partners · Accountancy & Audit

Partner Triage & Referral Briefing

Name: Partner Triage and Referral Briefing
Brand: Assured Velocity
Availability: InStock

A safe, confidential escalation point for partners with a live client concern.

FeeFree

Format30-minute call

ResponseWithin 5 working days

OutputFile-ready documentation

Referral fee12% on resulting work

Why this exists

Referrals are risk decisions. When an accountant or auditor introduces external transformation leadership to a client, they expose themselves to reputational risk if the outcome is poor. The client relationship - often built over years - can be damaged by a poorly managed intervention, even if the accountant acted in good faith.

This briefing is designed to lower that risk. It gives partners a confidential, structured, documented triage before anything is introduced to the client. The output protects the partner with file evidence and a clear recommendation on whether to proceed and how.

12% referral fee on any resulting paid engagement

Three protections in one call

Client protection

Confidential triage before any introduction. No pressure to refer if it is not the right move.

Partner protection

File-ready documentation. Written Go/No-Go recommendation. Defensible evidence of due diligence.

Relationship protection

Structured approach designed to support the existing relationship, not displace it.

What it includes

Confidential 30-minute call for accountant or auditor partners
Structured risk clarification for a live client situation
2-page written summary suitable for client file documentation
Clear Go/No-Go recommendation on the right next step
No obligation - designed to protect the partner's client relationship
12% referral fee on any resulting paid engagement

What you receive

Written triage note

2-page structured summary of the client situation and recommended course of action

File-ready documentation

Written output suitable for inclusion in client file as evidence of professional due diligence

Go/No-Go recommendation

Clear recommendation on whether to introduce external support and, if so, what type

Next-step guidance

If proceeding, a clear path from triage to introduction to engagement - managed throughout

Ideal for

Accountants or auditors whose clients are considering ERP replacement, major technology spend, or transformation programmes
Partners with a client showing operational or delivery risk that sits outside the firm's own advisory scope
Practices that need a safe, documented escalation route for complex client situations
Partners who want to act in a client's interest without taking on risk they are not equipped to manage

Clarity. Confidence. Control.

Clarity

A fast, honest triage of whether a client situation is the right fit for an Assured Velocity engagement.

Confidence

Your client is referred only when there is a clear fit - protecting your relationship and our delivery quality.

Control

Defined commercial arrangements, transparent updates, and a non-soliciting partnership.

Practitioners - not process factories

A partner-grade triage delivered by a senior practitioner, not a business development team.

What we do

Triage led by a Principal Consultant who would deliver the engagement
Honest fit assessment - we tell you when we are not the right firm
Non-soliciting - we do not target your client base independently
Transparent commercial structure

What we are not

A consultancy with a sales-led intake process
A firm that competes with referring partners
A staffing business with an interim bench
A vendor-aligned advisor

Frequently asked questions

What is the Partner Triage service?

Partner Triage is the structured process we use to assess whether there is a genuine fit between your situation and our capability before committing to a formal engagement. It gives you an honest view of what we can and cannot do for you, and it gives us the information we need to design the right engagement.

How is Partner Triage different from an initial sales call?

Partner Triage is led by a senior practitioner who will do the work, not a business development function. The objective is an honest assessment of fit, not a commitment to engagement. We will tell you if we are not the right choice as readily as we will tell you where we can add value.

What information do you need from us during Partner Triage?

We need a clear description of the situation you are facing, the outcomes you are trying to achieve, the timeline and any constraints, and the key stakeholders involved. The more honest and specific you are, the more useful our triage assessment will be.

How long does Partner Triage take?

Typically one conversation of 45-60 minutes, followed by a short written summary of our assessment and proposed next step within 24 hours.

What outcomes are possible from Partner Triage?

Three outcomes are possible: we agree that there is a clear fit and propose a specific engagement; we identify a fit but recommend starting with a smaller first step (such as a Constraints Briefing) before committing to a larger engagement; or we conclude that we are not the right fit and point you toward alternatives.

Is there any cost for Partner Triage?

No. Partner Triage is complimentary. We invest the time because accurate triage improves the quality of engagements that proceed.

What happens if we are unsure what kind of support we need?

Partner Triage is well-suited to situations where the problem is unclear as well as situations where it is well-defined. We are experienced at helping clients articulate what is actually going on before recommending an appropriate approach.

Can Partner Triage be used by an accountancy firm or other advisor referring a client?

Yes. Partners and advisors regularly use our triage process to assess whether a client situation is appropriate for Assured Velocity before making a formal introduction. We can also participate in a three-way conversation with the referring advisor and the client.

What types of situation are outside your scope?

We do not do legal advisory, financial modelling, audit, tax, or traditional management consultancy strategy work. We are focused on operational and technology transformation and the leadership capability to deliver it. If your situation calls for something outside that scope, we will say so in triage.

How do I initiate Partner Triage?

Book a scoping call via our website or contact us directly by email. A senior partner will respond within one working day to arrange a conversation.