How it works

How Conexus works

Two ways to work together, one published agreement, and default rules that Members can change between themselves.

This page summarizes Version 1.0 of the Master Network Participation and Referral Agreement and the Network Policies. It is informational only. The Agreement and Policies govern if there is any difference.

The idea

You keep your business. You keep your independence. You decide who you work with.

Conexus provides a common framework for trusted independent consultants to refer opportunities, access expertise and work together without becoming a consulting firm or giving up control of their own practice. Conexus is the name of the Network, which is a contractual arrangement among independent Members. It is not a firm or partnership, and it does not hold itself out as one.

Independent consultants regularly encounter good opportunities that are outside their expertise, larger than they can comfortably deliver alone, or better suited to someone else. They also need specialist peers and delivery capacity without building permanent overhead. For Members, the practical value can include:

  • more opportunities through trusted peer relationships;
  • less wasted business-development effort;
  • access to complementary expertise and delivery capacity;
  • the ability to pursue broader or larger engagements without building a permanent firm; and
  • clear default rules for referrals and Member-to-Member collaboration.

The model is reciprocal. On one engagement you may introduce the opportunity; on another you may receive it; on another you may hold the Client relationship and bring in specialist Members.

Model 1

Referral

One Member identifies a specific Client opportunity and makes a warm written introduction to another Member. The Client decides whether to proceed. If the introduction converts into paid work within the applicable period, the Receiving Member pays the Introducing Member under the agreed referral terms.

  1. Opportunity identified.
  2. Warm written introduction. Email or another durable record, naming the Client, the Member (with Member ID) and the opportunity.
  3. The Client chooses whether to engage.
  4. The Receiving Member contracts with and serves the Client.
  5. Referral compensation is paid as Client payments are collected.

Key referral rules

  • A qualifying Referral is a warm introduction tied to a specific opportunity and documented in a durable written record such as email or an appropriate messaging platform.
  • The opportunity generally must convert into an engagement within 12 months of the introduction.
  • Once converted, the default fee applies for up to 24 months to the covered Referred Client Relationship. Follow-on work in the same introduced relationship can be covered; genuinely unrelated business developed independently generally is not.
  • If two Members form the qualifying introduction chain, the default referral-fee pool is split 75/25: 75% to whichever Member’s introduction directly produced the engagement, 25% to the other. The chain does not keep expanding. If a separate Member recommended the consultant who did the work, that Member’s share also follows a 75/25 split with the Member who made the introduction.
  • The Receiving Member pays the Introducing Member it dealt with directly, and that Member passes on any share owed to others in the chain.
  • An opportunity does not have to wait for onboarding. A Referral to a prospect counts from the date the prospect signs the joinder, provided the written introduction is dated on or after that date. A Referral to a Member that is Lapsed or suspended on that date does not qualify.
  • No Member owns a Client. The Client remains free to choose its service providers.
  • Payments flow directly between Members after Client payment. Unless the Members separately arrange escrow or security, amounts owed are ordinary unsecured contractual obligations.

Example · Referral

A technology consultant learns that a Client needs organizational-design expertise outside the consultant’s practice. The consultant introduces a Member who specializes in that work. The Client hires the specialist directly. The specialist owns and delivers that engagement and pays the introduction fee under the agreed referral terms.

Model 2

Prime Member Engagement

One Member holds the Client relationship and contract but needs another Member’s expertise or delivery capacity. The Engaging Member brings in the Engaged Member under a separate, project-specific agreement.

  1. The Engaging Member wins or holds the Client relationship.
  2. Additional expertise or capacity is needed.
  3. The Engaged Member is selected and terms are documented in a Network Project Confirmation.
  4. Members deliver their respective responsibilities.
  5. Collected Professional Fees attributable to the Engaged Member’s work are allocated under the agreed economics.

A short written Network Project Confirmation is required before substantive Client work begins whenever two or more Members will deliver for the same Client; a standard two-to-three-page form is provided. Larger or more sensitive work (a Material Engagement: more than CAD 100,000 in fees, sensitive data, public-sector work, or more than three months on site) needs a fuller project agreement. There is no option to proceed without one.

Example · Prime Member Engagement

An operations consultant holds a transformation engagement but needs ERP expertise. A technology Member joins the delivery team while the operations consultant keeps the Client contract. Their Network Project Confirmation defines scope, responsibilities, economics and risk allocation.

Example · Specialist team

A strategy consultant leading an engagement also needs operational, technology and people expertise. Instead of hiring permanent staff or declining the broader work, the consultant assembles complementary Members for the engagement under clearly documented Member-to-Member arrangements.

Economics

The default economics

Period from Client’s first paymentDefault introduction fee
Months 1–1220% of collected Professional Fees
Months 13–2410% of collected Professional Fees
After month 240%, the obligation ends
Prime Member EngagementDefault allocation
Engaging Member (holds the Client contract)35%
Engaged Member (delivers the work)65%

These are bilateral defaults, not mandatory Network pricing. The Members involved may agree in writing to different lawful economics, including another percentage, a fixed amount or no fee. Conexus itself takes no share. Professional Fees means fees actually collected from the Client, excluding separately itemized taxes and approved expenses. There is no dollar cap on the default introduction fee.

Example calculator · default terms

Illustration only. Defaults apply unless Members agree otherwise in writing (Agreement, Section 8.8). Not a typical or expected amount.

Protections

The commercial protections

The Network is designed to make collaboration easier without creating open-ended claims over another Member’s business.

Confidentiality and fair dealing

Client identity, opportunity details and other confidential information shared through the Network must be protected and used only for permitted purposes. Members must deal honestly with one another and accurately represent their credentials, relationships and verification status.

Your obligation · Agreement, Section 8.6

Referral protection and non-circumvention. If another Member introduces you to a Client, you may not go around them on that opportunity for 24 months to avoid the fee, including through an affiliate, a new entity, a subcontractor or redirected payment. A willful breach entitles the affected Member to the fee owed with interest, its reasonable enforcement costs and an accounting of any further benefit, without the same amount being paid twice. It is not a general non-compete.

Independent responsibility

Each Member remains responsible for its own work, representations, personnel, taxes, regulatory obligations and insurance. Insurance is recommended rather than required, but each Member must be honest about its coverage, and a Member taking on a Material Engagement should carry professional liability (E&O) cover unless the other Members accept its absence in writing. Members do not become partners, employees, agents or joint venturers by participating, sharing compensation or working together.

One Member, one legal person

Each Member is a single legal person with its own Member ID. Affiliated Members must disclose the affiliation and count as one for governance, and no one may use an affiliate to avoid an introduction fee.

Verification without endorsement. Verification is optional. A Member may complete identity, business-registration, address and insurance checks through third-party providers, at its own cost, paid directly to the provider. Each check shows its date and who carried it out. It confirms only the stated check at a point in time; it is not certification, vetting, approval, rating, endorsement or a guarantee, and Members remain responsible for their own due diligence.

Client-facing clarity

Where Network membership or another Member is referenced to a Client, communications must not mislead the Client about who is contracting, delivering or responsible for the work. Members describe themselves as a Member of Conexus, never as Conexus.

Client complaints

If a Client has a concern about a Member’s work, the Member delivering the work is responsible for handling it. Conexus and the Council do not supervise, investigate or adjudicate Client complaints and give no undertaking to Clients.

Governance

Governance and Member standards

The Network is administered by a Council under the Master Agreement. The Council handles administration, records, the Network Policies and Member conduct; it does not decide who joins, beyond a few narrow grounds. At least two-thirds of Council seats must be held by consultants who deliver the work, and the combined vote of business-development Members is capped at 15%. The Council does not bind Members, run their Clients, hold Member funds, or sign contracts on behalf of the Network. A Council seat belongs to the Member and cannot be sold or passed on. A company Member acts through an individual it names, and can change that individual by written notice.

While the Network is being built

Until the Network has enough Independent Members to govern itself, the company that established it, Nabavi & Company Inc. (the Sponsor), acting through the Council, is responsible for building and stabilizing it. This Founder Control Period ends at the earliest of 15 Independent Members, the Sponsor’s written notice, or the Network having more than 50 Members, and it never restarts. Changes made during it must be published with reasons at least 30 days ahead, cannot be retroactive, and give affected Members a right to withdraw.

How the rules can change

Changes to the Agreement or Locked Policies follow a published Update Notice with a redline and a plain-English summary. They take effect no sooner than 30 days later (60 days for default compensation, the kind or basis of Network charges, remuneration and similar money-and-control matters), and enough objections pause or drop the change. The most fundamental changes need two-thirds of the votes cast, so silence can never carry them. You may withdraw before a change takes effect or within 30 days afterwards.

Fees and infrastructure

There is currently no Network joining or recurring membership fee. Once the Infrastructure Company is in place, the Network expects to recover the cost of shared infrastructure through modest cost-recovery registration charges, like a corporate registry: an initial charge when you join and an annual charge, set to cover costs only. A Member that joins before a charge starts does not pay the initial charge, and no one pays for earlier periods. You never pay to use the Conexus name or brand, and membership is voluntary. No surplus is ever paid to Members or the Council. The first charge needs Member approval and at least 60 days’ notice; later changes in amount need 60 days’ notice, and a Member may withdraw first. The Infrastructure Company’s annual report goes to all Members in the members-only portal, and every Member is invited to its annual general meeting. Shared infrastructure (the website, the Register and Directory, shared systems and the brand) will be run by a separate Infrastructure Company with a narrow mandate. It may not provide consulting, contract with Clients, receive referral compensation, set pricing or supervise Member work. Until it exists, Nabavi & Company Inc. holds the name, domain and brand as interim Asset Holder, for safekeeping only and not for its own benefit.

Disputes and risk

Disputes, governing law and risk

Member disputes are resolved progressively: direct negotiation, optional Council facilitation, mediation, and finally binding ICDR arbitration. British Columbia and Delaware law and arbitration seats apply as the Agreement sets out.

Participation still involves ordinary business risk. Conexus does not guarantee Client conversion, payment, Member solvency, insurance coverage or outcomes. Liability between Members is capped by default at the greater of CAD 100,000 and twice the fees paid between them, and can be adjusted in a project agreement.