From role to activated engagement, in one ordered sequence.

1. 01

   Role

   A business defines the role: discipline, sector, value band, geography, expected duration, engagement type, and whether it is open or confidential. The role is the reference against which everything else is recorded. Business Core includes one active role; Business Platform up to five.

   Business

   Define the role and set confidentiality.

   Operator

   Maintain a current profile so eligible roles surface accurately.

2. 02

   Governed introduction and NDA

   The business requests an introduction to a published operator against the role, reserving one introduction credit. The operator accepts, declines or asks for more information. Where the role is confidential, both parties accept the platform NDA before identities and messaging are released. The credit is returned automatically if the operator declines, if the introduction expires unanswered, or if the NDA is not completed within the disclosure window. No Operance fee arises from an introduction.

   Business

   Request the introduction; accept the NDA where the role is confidential.

   Operator

   Review and respond; accept the NDA where applicable before identity is released.

3. 03

   Conversation and proposal

   Once accepted, a thread opens against the engagement record. Terms are formalised in a structured, versioned proposal — scope, the operator's own fee basis, milestones, expenses, notice and acceptance deadline. The operator's fees are agreed and paid directly between the parties.

   Business

   Discuss scope; review, counter or accept proposals on the record.

   Operator

   Respond through the thread; issue proposals through the structured form.

4. 04

   Declaration of Intent

   Either party records the agreed engagement — value, start date, duration and path — and the counter-party confirms it. The declaration records what has been agreed. No Operance fee arises from a Declaration of Intent.

   Business

   Declare or confirm the agreed engagement.

   Operator

   Declare or confirm the agreed engagement; this also discharges your disclosure obligation.

5. 05

   Engagement Activation

   Once work has actually commenced, either party requests activation and the other independently confirms. Only then does the single, fixed £3,500 Engagement Activation Fee (excluding VAT) become payable by the business. It is not variable or contingent on engagement value, and nothing is deducted from the operator's remuneration.

   Business

   Confirm commencement once work has started.

   Operator

   Confirm commencement once work has started. You are never charged.

   The Engagement Activation Fee is set out in full in the Terms and on the Pricing page.

6. 06

   Continuity and protected introduction

   The engagement record continues as a single chronology through renewals and scope changes. An accepted introduction is protected for twelve (12) months from the date it is accepted, covering the operator and any entity they control (including a personal service company), and the business, its group entities and anyone engaging on its behalf.

   Business

   Record renewals and material variations against the existing engagement.

   Operator

   Disclose any engagement arising from the introduction within the protected period.

   The protected introduction, group-entity treatment and disclosure obligations are set out on the Trust page and in the Terms.

Verification, confidentiality, the engagement record, protected introductions, operator disclosure and non-circumvention are described in full on the Trust page.