Journal
Twelve months is the shortest window that shows a seasonal partner
Principals sometimes ask for a ‘quick look’ at the last quarter because a partner meeting is already in the diary. A quarter can be honest about a motor workshop that sends every week. It cannot be honest about a school board that refers family policies in October, or a factory HR desk that only moves when the benefit year turns.
In Selangor we also see construction-related introducers who are quiet during wet months and busy after Chinese New Year when sites reopen. Cut the window at New Year and they look like a failed relationship. Stretch it to twelve months and they look like a pulse.
That is why a full partner referral source review is scoped to a year at minimum, two if the book is thin or the office had a messy merger of diaries. A partner meeting working file can be shorter when it is clearly about one name you already know is weekly — we will still say, in writing, what the short window cannot show.
Season is not the only distortion. A single large placement — a commercial fire, a fleet — can make an introducer look like the spine of the office for a quarter and a footnote for the rest of the year. The register keeps that placement visible as a line, not as a personality.
If you already have a meeting date you cannot move, write to us with the date. We would rather send a limited working file with its caveats printed on the cover than pretend three months of Cheras motor is the whole firm.