How the Service Works: Information for Consultants

Process

If you are a consultant, you will follow these four simple steps:

Step 1: Enter your information. The first step is to enter on-line information about your firm (or practice or sole proprietorship). This information includes contact information, firm expertise and capabilities, and billing information. You will also be required to agree to a Statement of Ethics and a Consultant Agreement as a prerequisite for being listed. It takes about 15-20 minutes to complete the information (but you can save and return to the form, as desired).

Step 2: Get listed in the system. Once you are approved we can begin referring you to potential clients.

Step 3: Await an inquiry from CPEx. Organizations ("Clients") will access this system throughout the year seeking various subject matter experts that fit their requirements. If your firm's capabilities and characteristics are among the best matches with the hiring client's requirements, your contact information and verbatim firm description will be provided to the hiring organization. Typically, you will then be asked to complete the hiring organization's interview and selection process to finalize the scope, solution(s), and terms of engagement. At this point, you are free to discuss and negotiate directly with the hiring client. Once you secure a contract, we ask that you report the terms of the contract to CPEx.

Step 4: Provide feedback on the network. At the end of your engagement, we will solicit your feedback on the service. We will also ask you to report all revenues received from this service.


Benefits

This service can uniquely supplement a consultant's existing marketing strategies. The network may increase your firm's exposure and brand awareness, as well as generate client leads and serious prospects. This network can benefit consultants because

  • It offers a potential channel of leads and a legitimate mechanism to create market awareness for your services and capabilities.

  • It is neutral, independent, and unbiased. Each search produces a list of consultants (depending on how many match the client's requirements), upon which the client can interview and make a decision.

  • It is reasonably priced.


Fees

You will forward 15% of your fee directly to CPEx for the first year's work with the client. 

See Consultant Agreement For CPEx Consultant Referral Services for more detail.