Let’s create more opportunity together.

What could your organization accomplish with the right partner? What additional value could you deliver to your clients, members, and network? And what new opportunities could we create if we brought our relationships, ideas, and capabilities together?

At Holistic, we believe the best partnerships create genuine value for everyone involved. We work with trusted advisors, consultants, professional services firms, associations, executives, and innovators who share our interest in helping organizations and people thrive. Whether you want to introduce a client to Holistic, bring our solutions into your work, or build something entirely new together, we’d love to have the conversation.

How You Can Partner With Us:

Referral and revenue-sharing partnerships

You know people and organizations that might benefit from Holistic’s services. We bring an expansive collection of organizational solutions, including fractional support, leadership development, employee experience measurement, values tools, and practical technology. Together, we can help clients solve problems that might otherwise go unaddressed.

We are open to formal referral and revenue-sharing relationships when there is a clear fit. We can develop straightforward arrangements that define eligible introductions, responsibilities, commercial terms, and how everyone is supported. The goal is to recognize the value of trusted relationships while doing what’s right for the client.

Referral economics are tailored by agreement.

Collaborative client services

Perhaps your organization brings specialized expertise while Holistic brings measurement, technology, organizational strategy, or employee experience capabilities.

We can collaborate on engagements, support each other’s clients, expand delivery capacity, and develop complementary offerings. You don’t need to change the nature of your business to make the relationship valuable.

Joint events, education, and thought leadership

We enjoy working with organizations and networks to develop compelling conversations. A co-hosted executive roundtable, member workshop, focus group, leadership event, or learning series can bring meaningful value to an audience and build relationships that last.

We can collaborate on topics, programming, facilitation, research, content, and follow-up.

Product, platform, and innovation partnerships

We are particularly interested in collaboration at the intersection of technology and human interaction. If you’ve developed a useful tool, platform, service, or idea, we would welcome a discussion about how it might work alongside Holistic’s capabilities to make organizations more effective.

Partnerships may include co-development, integration, distribution, pilot programs, and complementary services.

Who Should Get In Touch?

Professional advisors, accountants, CFOs, attorneys, HR consultants, recruiters, organizational development specialists, leadership coaches, professional associations, membership networks, technology companies, service providers, and well-connected executives. This is not an exclusive list. If you see a valuable opportunity, we want to hear about it.

How It Works

Start a conversation

First, let’s talk. Tell us about your organization, the clients or communities you serve, and the opportunity you have in mind.

Identify the fit

Next, we’ll identify where our capabilities and relationships complement one another.

Define a starting point

Then we’ll define a practical starting point—perhaps one introduction, a joint client conversation, a pilot program, or a co-hosted event. If the collaboration makes sense, we’ll establish the appropriate working and commercial terms and build from there.

Let’s Explore What We Can Do Together

A great partnership starts with a conversation and a shared commitment to creating value. Tell us how you’d like to work together.

Build a relationship

Become a Holistic Partner

Connect your expertise, services, or network with Holistic’s capabilities. Let’s explore an ongoing relationship that supports our clients and creates opportunities for both organizations.

Explore a Partnership

Bring an idea

Propose a Collaboration

Have an idea for a workshop, event, tool, or shared project? We’d love to hear it and explore what we could create together.

Share Your Idea