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Partner brief Brief partenaire

Bring the context. Keep secrets elsewhere.

La même demande, en françaisApportez le contexte. Gardez les secrets ailleurs.

Introduce your practice and the proposed handoff in a short, non-sensitive brief.

What to include

  • The kinds of teams you serve
  • Expected working language
  • The offer you sell or are preparing
  • What your team wants to keep
  • The work you may hand off

Never send

  • Passwords or codes
  • Tenant secrets
  • Sensitive client access
  • Unnecessary personal data

A useful brief

  1. Name the target client profile.
  2. Indicate the expected working language.
  3. Describe the recurring work you may hand off.

Scope a bilingual partner launch

Describe your practice, target client profile, expected language, and the work you may hand off. The first step is to confirm fit and boundaries.

Required fields are marked with an asterisk (*).

Never include passwords, keys, recovery codes, or account-access details.

Read the privacy policy to understand how this request will be handled.