For implementers and advisors
You installed the system.
Ninety days later, the leadership team is the only part running it.
The leadership team is sharp, the priorities are set, the rhythm holds. Then you come back for the quarterly and find the two hundred people underneath never absorbed the direction. Nobody was lazy. There was just never an instrument pointed below that team.
That is the one part of your engagement you have never had data for.
The boundary, stated plainly
We are not going to compete with you. Here is the specific commitment.
The worry about a software vendor in this space is that it eventually eats the advisory work. So here is the concrete version. These four are permanently outside our roadmap.
We do not facilitate sessions. No annual planning, no quarterly offsites, no leadership facilitation. That work is yours and it needs a person, not a platform.
We do not build leadership meeting tooling. No agenda runners, no scorecards, no issues list, no document editor. The full list is published on our compatibility page.
We do not train your client on the methodology. We answer definitionally and point them back to you. Depth belongs to you.
We do not go around you. A client you introduced who asks us for advisory work gets routed back to you. Policy, not courtesy.
How this works
Three ways to work together. Most partners want the middle one.
Embedded is the one that changes your engagement rather than adding a line to it. The other two exist because practices differ.
Recommended
Embedded
Pulse Connect becomes part of how you run the engagement.
The check-in cycle becomes part of your quarterly rhythm. You read the data before every session, so you walk in already knowing which priorities never landed and with which groups.
You stop opening quarterlies by asking the leadership team how it is going, and start opening them with evidence from below that team.
- You own the client relationship end to end
- Data is in your hands before each session, not after
- Recurring margin for the life of the engagement
Lightest touch
Referral
You make an introduction. We do the rest.
You point a client our way and step back. We run the pilot, the deployment, and the reporting. You stay informed without carrying delivery.
Right for advisors who want the client served without software inside their process.
- No delivery obligation
- You are told what we find, and when
- Margin on the introduction
Deepest
Co-delivered
We build a joint offer and go to market together.
Your facilitation plus our instrument, sold as one engagement. We work the pilot with you, split delivery, and build the quarterly review together.
Right for practices with the volume to justify a defined joint motion.
- Shared pipeline and joint pilots
- A named offer you can sell as your own
- Highest margin, highest involvement
The margin is real rather than nominal, and identical for every partner. We do not negotiate case by case, because a rate that moves is a rate nobody trusts. You get the number on the first call.
What you get to work with
A partner kit built so you never have to explain us from scratch.
A two page overview
Written for you to forward, not for us to pitch from. The gap, the boundary, and where we sit relative to what you installed.
A redacted sample quarterly report
The actual output, client name removed. Usually the thing that ends the conversation, because it shows rather than describes.
A version of the assessment you can put your name on
The same fifteen question instrument, white labeled, so you open with a finding instead of a pitch.
A recorded walkthrough
Twenty minutes. Watch it once and you can run the conversation without us.
The stack diagram as a single slide
Drop it into your own deck. The fastest way to explain why this is additive, not competitive.
A straight answer about fit
We will tell you which of your clients are wrong for this. A partner who sends three bad fits stops trusting us.
A good fit if
This is worth your time when:
- Your clients have been running their system for a year or more
- They are past twenty five people, where the leadership team stops being able to see the whole company
- There is an existing company-wide meeting rhythm to attach a cycle to
- You have felt the quarterly review go quiet when you ask what the rest of the company thinks
Not a fit if
Skip us when:
- The client wants leadership meeting software. We do not build it and we will refer them elsewhere.
- The client wants to replace an engagement survey. Different measurement, and the incumbents do it well.
- The engagement is under a year old. The system needs to be real before measuring how far it reached means anything.
- There are fewer than twenty five people. At that size the leadership team can still just ask.
Next step
Thirty minutes, and we will start with your clients rather than our product.
Bring one engagement where you suspect the direction stopped landing below the leadership team. We will tell you whether this would have caught it, and say so plainly if it would not.