Your clients and members, handed back better.
Accountants, business advisers and peer group chairs are often the first people an owner asks. Here's how we work with you.
A role, not a referral fee. Demo offer
We don't pay referral fees, so your advice stays independent. Instead you get a role in the work:
- A seat on day one to present the numbers
- A copy of the three pages, to build next year's budget against
- A joint check-in at day 90
- We stay out of the numbers: finance stays with you
- Sit in on part of an offsite before you refer anyone, and meet the facilitator first
February and March offsites land three priorities before the May and June budget.
The recall test, as a 60 to 90 minute session. Demo offer
Members learn the three questions, run them on their own teams, and bring the results back next month. Your group keeps the conversation; we keep out of your patch.
- 60 to 90 minutes, in person or online
- A written promise not to approach members for coaching or peer group work
- Demo A member-only extra: a free recall test report for anyone who runs it
The hand-back rule Demo
If a member books GetSorted, they stay your member. We tell you they've booked (with their consent), we hand them back after day 90, and we invite you to the day 90 recall check. Associations can book a half-day workshop on getting managers on the same page, with a recall check for members.