Who is a Lead? 🥳

A verified member of the community who is matched with the customer first. They lead the scoping call, provide inputs on the proposal, and can work on the project, if they would like.

Once on a project, they are the Leader of the project who manages the scope, timing and deliverables, and reports back to Huddle along the way. For Active Project Guidelines view here.

What do you get for being a Lead?

You get:

  1. to see new customer projects flowing into the Huddle community first. 👋🏼
  2. to be the first person in the room with the customer, AKA the “first match”. 👭
  3. to collaborate closely with the Huddle Partner on proposals. 📄
  4. paid $250 for scoping if Huddle closes 🏦
  5. first dibs on attaching yourself to projects for your set fee. 🏗️
  6. if you helped recruit & close the project, you receive 5% of the project fee (pre Huddle fees)

What can Leads do on Huddle?

  1. If the customer selects you as a match, a Huddle Partner — a Huddle community member that works on sales for Huddle — will invite you to join a private Slack room between you, the Partner, and the customer. The Huddle Partner stays in the Slack room for support, to bounce ideas, to help mange the relationship with the customer, and ultimately, to ensure a proposal gets sent to the customer and that a sale gets made.

  2. As a Lead, you get compensated to help build proposals if the project closes. Specifically, your role is to work with the customer and create a scope. This scope can be for yourself, or for a bigger Huddle Team depending the customer’s needs. Right now the fee paid for jumping in a room with a customer and helping craft a proposal is $250 if the project closes; you can include yourself as a builder on the project at your desired rate/fee.

    1. To get super specific, your role with the customer is to:
      1. Join the slack room and introduce yourself
      2. Schedule a scoping call with the customer and partner; lead the call with
      3. Document the proposal/scope with the Partner in the Google Doc (timing, deliverables, fee, the team, etc.)
      4. Potentially do a follow-up call with Partner or Customer to align
    2. If the project needs additional builders, you can invite others to join the project are:
      1. Invite existing Huddle members by sharing the project link in Slack
      2. Invite friends or collaborators from outside the community to join Huddle. In this case, friends with your referral code (found inside the Huddle app) can skip the normal monthly member onboarding and jump right into the community and into the Huddle.
      3. Tap the community by sharing the project or asking the Partner to help sourcing.

  3. Once scope and the required team are clear, you and the Huddle Partner will collaborate on the scope, which the Partner will turn into a Proposal for the Customer. (Huddle Leads will draft their agreements in a Google Doc first - it’s easier to collaborate with Huddle Partner and sometimes, the customer can be invited to collaborate too.)

  4. Our customers reserve Huddle members (individuals and teams) across three Huddle products:

    1. (1) ‘Project Fee’ - fixed scope projects
    2. (2) ‘Huddle Flex’ / Retainer - time-based monthly retainers
    3. (3) ‘Advisors Plus’ - advisor agreements

How do a Partner and Lead work together?

Partner Tasks Lead Tasks
Takes first call with the Customer Expresses interest in the project on the Huddle web app
Sets up slack room and invites the Lead Coordinates a time to do the scoping call with the Customer directly on slack; adds Partner to Scoping Call invite
Creates Company Profile doc, and fills in Basic Company profile info; adds lead to the doc References and captures info in the below Company Profile Doc sections: