A co-delivery partnership is for practitioners who want to use Pulse alignment data as a live input to the advisory or consulting work they are doing with a client. You are not just making the introduction — you are in the room when the data comes in and you are the one helping the client decide what to do about it.

How co-delivery differs from a referral partnership

A referral partnership ends at the introduction. You identify a client, make the connection, and receive a fee when the client signs. The client's relationship with Pulse from that point is independent of your relationship with them.

A co-delivery partnership is structured differently. You remain involved through the alignment measurement process — helping the client interpret results, facilitating the response cycle, and connecting alignment findings to the strategic work you are already doing with them. The client buys Pulse, and you are part of how they use it. This is appropriate when the alignment data feeds directly into an engagement you are running, rather than being a standalone measurement program.

What co-delivery looks like in practice

In a co-delivery arrangement, you are present for the debrief after each check-in cycle. You use the alignment data to inform the strategic or advisory work you are doing with the leadership team. You may be the one running the response process with the client — taking the findings and helping the leader communicate what they learned and what they are doing about it.

Some co-delivery partners structure the engagement so that Pulse is positioned as an instrument they are bringing into a broader strategic engagement. Others use it more discretely — as a recurring diagnostic that runs alongside but separately from their advisory work. Either approach works. The structure is defined in the co-delivery agreement between you and Pulse.

How the economics work

Co-delivery partnership economics are structured differently from the referral fee. Because you are involved in delivery, the revenue share is structured to reflect the work you are contributing. The specifics depend on the nature of your involvement — how many clients you are co-delivering with, what your role in the delivery process is, and how the engagement is priced to the client.

These conversations happen at the individual partner level, not through a published rate card. If you are considering a co-delivery arrangement, the starting point is a conversation with the Pulse partnerships team where we map your practice model to the right structure.

Who is a good fit for co-delivery

Co-delivery fits practitioners who are running ongoing advisory engagements where alignment measurement is a core part of the work — not a one-time referral. If you are:

  • Running a multi-month strategic alignment engagement with a leadership team
  • Working as a fractional COO or chief of staff and using alignment data to inform how you advise leadership
  • Facilitating a leadership development program where alignment intelligence is part of the curriculum
  • Doing change management work where you need a before-and-after read on strategic alignment

...then co-delivery is a better fit than a referral partnership. A referral partnership is for practitioners who make a one-time introduction and step back. Co-delivery is for practitioners who stay involved.

Figure out which structure fits how you work

30 minutes. We will walk through both models and help you identify whether a referral partnership or a co-delivery arrangement is the right fit for your practice.

Frequently Asked Questions

Can I start with a referral partnership and transition to co-delivery later?

Yes. Many co-delivery partners started as referral partners and transitioned after seeing how the data fit their practice. The two structures are not mutually exclusive — you can have referral clients where you step back after the introduction and co-delivery clients where you stay involved, depending on what each engagement requires.

Do I need special training to co-deliver Pulse?

There is no required certification. Co-delivery partners work directly with the Pulse team to develop the context they need to interpret alignment data and facilitate response cycles. The depth of that onboarding depends on how involved you plan to be. It typically takes one or two working sessions to get up to speed on how to read the dashboard and structure the client debrief.

What happens if the client relationship with me ends but they want to keep using Pulse?

The client's relationship with Pulse is independent of their relationship with you. If you exit the engagement, the client continues with Pulse directly. The co-delivery arrangement ends and the client moves to a direct relationship with the Pulse team. Their data, history, and account are not affected by the change in advisory relationship.