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COLLAB NOTES7 min read

Collaboration over competition: partnering with other consultants

Subcontracting, referrals, joint bids and co-delivery are how independents take on work too big for one person. Here's how to structure those partnerships so they hold when the project gets hard.

The Impact Collab collab notes title card: "Collaboration over competition: partnering with other consultants".

Consultant collaboration is a commercial decision, not a nice one

Most consultant collaboration fails for the same reason: two capable people agreed to work together and never agreed on anything else. No scope split. No rate. No decision-maker. Just goodwill and a shared client.

Goodwill is not a structure. It holds until the project runs late, the client changes the brief, or one of you does more than they expected. Then it doesn't.

We talk about partnering constantly at The IC, because independence has a ceiling and partnership is how you move past it. But partnering well is a skill, and it is mostly administrative. The warmth is the easy part. The paperwork is what makes the warmth survive.

The scarcity story you need to drop first

There is a belief among purpose-led consultants that other consultants in your space are competitors. That referring work away is losing work. That being open about your rates or your pipeline gives something away.

It is almost always wrong, for a practical reason: you and the consultant you think you are competing with are rarely selling the same thing to the same buyer at the same moment. You have different depth, different sectors, different chemistry, different capacity this quarter.

The realistic risk for an independent practice is not that someone takes your work. It is that you are invisible when the work appears, or that the work that appears is too big for you alone. Both of those are solved by other consultants, not threatened by them.

SDG 17 — partnerships for the goals — is in our community mission for a reason. Partnership is not a nicety bolted onto impact work. It is the mechanism. The same is true at practice scale.

Four ways independents actually work together

They are not interchangeable. Each carries different money, different risk and different client relationships. Pick deliberately.

1. Referral

You send work you can't or won't take to someone who can. No delivery involvement, no shared liability.

This is the lowest-risk arrangement and the most commonly botched, because people either treat it as a favour with no terms, or attach a fee that makes the whole thing feel transactional.

Decide which one you are running and say it out loud:

  • Reciprocal, no fee. Most common between peers. Works when the flow is roughly two-way over time. Don't keep a ledger, but do notice.
  • Fee-based. A percentage of first-project value, or a flat introduction fee. Fine — but it must be disclosed to the client. An undisclosed referral fee is a conflict of interest dressed up as a business model.

Either way, warm the introduction properly. Tell the referred consultant what the client actually needs, what the budget looks like, and where the sensitivities are. A referral with no context is a lead, not a gift.

2. Subcontracting

One consultant holds the client contract. The other delivers a defined piece of work under it.

The head consultant carries the commercial relationship, the invoicing, the risk and the client's opinion of the whole engagement. The subcontractor carries a scope.

This is the cleanest structure when the work is genuinely layered — a lead strategist with a specialist doing evaluation, say, or a change consultant bringing in a facilitator for three workshops. It is a poor fit when the two of you are doing broadly the same thing side by side. That is co-delivery, and it needs a different agreement.

What has to be written down:

  • Scope, deliverables and the number of days
  • Day rate or fixed fee, and when it is paid — ideally on your milestones, not on the client paying the head consultant
  • Who owns the IP and the work product
  • Whether the subcontractor can be named to the client, and whether they attend client meetings
  • Non-solicit terms, and how long they run

That last one causes more damage than any other clause. Be specific and be reasonable. A twelve-month non-solicit on that one client is fair. A blanket ban on working with anyone in the sector is not, and nobody will partner with you twice.

3. Joint bidding

Two or more independents put a combined proposal to one buyer. Common in government, philanthropic and larger not-for-profit tenders where the scope is beyond any single practice.

Do the unglamorous work before you write a word of the proposal:

  1. Name the lead. One practice signs the contract and invoices. Not a committee.
  2. Split the work before you split the money. Percentage of fee should follow percentage of delivery days, not seniority or ego.
  3. Agree who owns the client afterwards. If you win, whose relationship is it in eighteen months? Say it now, while you both still think you'll lose.
  4. Agree the bid cost. Tenders are expensive. If it takes six days between you and you don't win, both of you have paid for it. Know that going in.
  5. Write down what happens if the client wants one of you removed. It happens. Deciding it in the moment is how partnerships end.

A one-page teaming agreement covers all five. It takes forty minutes. Do it before the proposal, not during the contract negotiation.

4. Co-delivery

You both sit in the room. You both hold the relationship. The client experiences you as one team.

This is the highest-trust arrangement and the highest reward. It is also where scope creep multiplies, because two people who each say yes to small extras produce a project running at 140 per cent of what was sold.

Co-delivery works when you agree three things:

  • Who is the client's single point of contact. One inbox, one phone number. Everything else routes through it.
  • Who has the final call on scope. Not consensus. One person, decided in advance.
  • How you'll disagree in front of a client. The answer is: you won't. You take it offline, then come back with one position.

The five questions to settle before you start

Whatever the structure, these five questions decide whether the partnership holds. Answer them in writing. An email you both reply to counts.

  1. Who owns the client relationship? During the project and after it.
  2. Who gets paid what, and when? Including what happens if the client pays late or not at all.
  3. Who decides? On scope, on approach, on the awkward conversation with the client.
  4. What happens if it goes wrong? Underperformance, illness, a client who wants someone off the job.
  5. How does it end? Notice period, handover, what each of you can say about the work afterwards.

None of this requires a lawyer for a $15,000 engagement. It requires forty minutes and a willingness to have a slightly uncomfortable conversation while you both still like each other. For larger or longer arrangements, get proper advice — a good commercial lawyer is cheaper than a dispute.

Partnering is a Company of One move, not a step towards agency

The instinct when work grows is to hire. Partnership is the alternative: you scale delivery capacity without scaling payroll, and you stay a practice of one.

That is the Company of One philosophy in practice, and it is what makes a three-day week structurally possible for the members working towards one. Your capacity is no longer the ceiling on the size of project you can take. But your overheads don't move, your fixed costs don't move, and you don't inherit responsibility for someone else's mortgage.

It also protects the impact side of the work. Bigger, better-funded engagements are usually the ones with the resourcing to do measurement properly, to run the participatory design, to fund the parts that get cut when budgets are thin. You can read more about how we think about impact practice — but the short version is that ambition on impact usually requires more hands than one person has.

Where these partnerships actually come from

Not from a networking event. They come from watching someone work.

You partner with people whose judgement you have seen under some kind of pressure — a hard question in a session, a disagreement handled well, a piece of thinking they were willing to change. That takes repeated contact with the same people over time.

Which is why we cap membership at 150 and run Expert Pods as small groups of three or four members with an expert guide, application-based and unrecorded. Not because small groups are pleasant, though they are. Because you cannot assess someone's judgement in a room of two hundred, and a partnership built on a good first impression is a partnership built on nothing.

The IC is not where you summit. It is the base camp — the people, the structure and the preparation that make the climb survivable. Most of the meaningful work our members do together starts as a conversation in a pod and becomes a joint bid nine months later.

Start smaller than you think

Don't open with a joint tender for a two-year contract. Open with something you can afford to have go badly.

  • Refer one piece of work you were going to decline anyway, and watch how they handle it
  • Subcontract three days of delivery on a project you already hold
  • Co-facilitate one workshop
  • Review each other's proposals before they go out

Each of those tells you more about someone than a year of coffees. And each one gives you a small, low-stakes chance to practise the paperwork — the scope note, the rate, the who-decides conversation — before the stakes are real.

Collaboration is not the opposite of running a serious commercial practice. It is one of the few things that makes a serious commercial practice possible on your own terms.


If you want to build a practice alongside consultants you'd actually trust with your clients, join the Community Waitlist. Membership is capped at 150, and applications open in intakes.

Written by

The IC EA

The Impact Collab

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