Partner type · Consultants
Give every consultant introduction a clear owner
Help consultants connect clients with the right solution and stay informed after the introduction.
Trusted by teams growing with partners
How this partnership works
Consultants identify business problems and introduce clients to providers that can deliver the required product, expertise, or implementation.
Both sides share one process
Qualified recommendation
- Business context
- Accepted handover
- Shared progress
How it works in Keen
Consultants introduce clients, include business context, and follow the relevant process through a simple shared view.
- 1Consultant identifies a client problem
- 2A recommendation is submitted with context
- 3The provider accepts and sets ownership
- 4Relevant progress is shared
- 5The outcome documents the consultant’s contribution
Where the process breaks down
Important context is lost during handover, responsibility becomes unclear, and consultants rarely receive structured feedback.
Partner experience
- Room to explain the client problem and recommendation
- A clear owner after the handover
- Progress visibility that protects client trust
Company control
- Qualified context before acceptance
- Explicit ownership and next action
- Scoped access to client progress
What your team runs for consultants
Carry the recommendation into the handover, name the person responsible, and give the consultant a status that protects the relationship.
Keep consultants informed
Share the progress that protects confidence in the recommendation.
Learn moreWhat changes for both sides
Providers receive better qualified opportunities, clients experience a smoother handover, and consultants trust the process.
Smoother recommendation handovers
Greater consultant trust in follow-up
More repeat introductions
Frequently asked questions
Can consultants add detailed customer context?
Yes. The submission can collect the problem, situation, recommendation, and other required context.
What happens after the introduction?
The provider accepts the opportunity, assigns ownership, and progresses it through the agreed workflow.
Can the consultant follow progress?
Yes. Consultants can see selected statuses and updates for their own introductions.
Can referrals work both ways?
Yes. Keen can support reciprocal introductions between the consultant and provider.
How is contribution measured?
The consultant remains attributed to the opportunity, activity, and resulting commercial outcome.
See the consultants workflow in Keen.
Book a focused walkthrough built around your partner motion, systems, and goals.