Working Member Framework

Professional Exchange Founding Member Guide

This page outlines the proposed standards, referral process, and operating principles. It can evolve as founding members provide input.

Core Principles

Trust First

Protect the reputation of the person making the introduction.

Serve the Business

Recommend the best solution, even when it is not your own.

Follow Through

Respond, communicate, and close the loop professionally.

Suggested Referral Workflow

Stage	Expected Action
Introduction	Referrer confirms permission and makes a clear warm introduction.
Acknowledgment	Receiving member responds promptly and confirms next steps.
Consultation	Receiving member evaluates fit honestly and avoids overpromising.
Status	Referrer receives an appropriate update without compromising confidentiality.
Completion	Members close the loop and document any agreed compensation or exchange separately.

Conduct That Protects the Network

No mass solicitation of members or their clients
No misleading claims or hidden compensation arrangements
No sharing confidential information without authorization
No bypassing or undermining the referring relationship
No discrimination, harassment, or abusive conduct
Prompt disclosure of conflicts, licensing limitations, or inability to serve

Compliance: Certain professions restrict fee-sharing, referral compensation, endorsements, or solicitation. Every member is responsible for complying with the rules that apply to their profession and jurisdiction.

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