Four steps. You are told where it stands at each one, and your client is never routed away from you. If coordination is not the problem, the referral closes and we tell you why.
| Step | What happens | What you receive | When |
|---|---|---|---|
| 01The introduction | A name, or a note on what looks uncoordinated. No forms, no client data, no portal to log into. | Acknowledgement the same day, naming who will call and when. | Same day |
| 02Fifteen minutes with your client | No products and no proposal. One question: is the problem coordination, or is it something you already have covered. | We will let you know whether the engagement proceeds or closes. | Week 1 |
| 03The Coordination Review | Every system read together, the findings written down, an owner against every gap. You are consulted during the review, in your own domain, not shown the result afterwards. | The Coordination Report and the Opportunity Register, with your client's written consent. | Weeks 2 to 4 |
| 04Standing coordination | The register stays open. Nothing in your lane moves before you are called, and the realized gain picture is reconciled through the year rather than in April. | The register, kept current, and a call before any decision that touches your work. | Ongoing |
Take work that is yours.
We do not file returns, draft or amend documents, or offer your client a second opinion on your work.
Route your client around you.
Your engagement stays yours. Where a decision is yours to make, the register names you as its owner.
Pay for the introduction.
Driftwood does not pay or receive compensation for professional referrals. Your reason to refer is the outcome, and nothing else.
No client information is collected on this page. Any exchange of client data happens only with your client's written consent, and through the channel their engagement specifies.
All three are illustrative models for discussion, free, and require no sign-up. Each opens with Illinois already selected. None of them asks for a client's name.