How does MacroSync’s referral network actually work?



MacroSync helps strategy, finance, planning, risk, corporate development, and investment professionals identify the right external research or data provider for a specific business need.

We do this through targeted outreach, professional networks, user feedback conversations, market mapping, and referral-based discovery. When we identify a relevant need, we qualify the opportunity, confirm the right provider category, and make an introduction only when there is a clear fit.

We do not operate as a mass lead-generation shop. Our focus is on relevant, well-qualified conversations — not volume for the sake of volume.

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What kind of providers does MacroSync work with?

MacroSync works with select research, data, and intelligence providers across categories such as:

• Macroeconomic research and forecasting
• Industry and sector intelligence
• Geopolitical risk
• Market intelligence platforms
• Alternative data
• Expert networks
• Corporate strategy and planning tools
• Investment research and data solutions



We are intentionally selective. The goal is not to represent every provider in every category, but to connect buyers with credible partners where there is a strong match between need and capability.

Who does MacroSync typically speak with on the buyer side?



MacroSync is focused on professionals who use external research, data, and intelligence to support business decisions, including:

• Corporate strategy leaders
• FP&A and planning teams
• Market intelligence professionals
• Corporate development and M&A teams
• Risk and geopolitical risk teams
• Treasury and investor relations teams
• Investment research and asset allocation professionals
• Senior commercial and executive leadership teams

These are people who often need better information but may not know which provider category or solution is most relevant.

How does MacroSync find potential buyers?

MacroSync identifies potential buyers through a mix of:

• Professional networks
• User and alumni-style feedback conversations
• Job-change and role-change triggers
• Market mapping
• Targeted outreach
• Referral conversations
• Prior company and business school networks
• Public signals around strategic priorities, risk, expansion, investment, or market uncertainty

The approach is targeted and research-led. We are looking for relevance, not just names.

How does MacroSync avoid conflicts with existing sales teams or territories?



MacroSync is designed to complement, not disrupt, a provider’s existing sales process.

Before an introduction is accepted, the provider can confirm whether the prospect is net-new, already in pipeline, already a client, or otherwise restricted. MacroSync only expects referral credit where the provider has accepted the referral in writing and the opportunity fits the agreed terms.

The goal is to create incremental opportunities, not create confusion around ownership.

Can providers reject a referral?



Yes.

Providers should only accept referrals that are relevant, net-new, and commercially appropriate. If a referral is not a fit, the provider can decline it.

MacroSync would rather have a clean “no” than push an introduction that wastes time or damages trust.

What makes a MacroSync referral different from a normal marketing lead?

Most marketing leads are generated through broad campaigns, form fills, webinars, or cold outbound. Some are useful, but many lack context. MacroSync referrals are different because they are based on a specific business question or identified need. We aim to understand why the person may need external research or data before making the introduction.

The result should be fewer low-quality meetings and more relevant conversations with professionals who have a genuine reason to engage.

How are referrals qualified before they are introduced to a provider?



Before a referral is passed to a provider, MacroSync looks to understand:

• The person’s role and decision influence
• The business question they are trying to answer
• Whether the need fits the provider’s capabilities
• Timing and level of urgency
• Existing providers or alternatives being considered
• Whether there is permission to make an introduction
• Whether the opportunity appears net-new and relevant

A name alone is not a referral. Our goal is to provide context, fit, and a clear reason for the conversation.

Does MacroSync disclose that it may be paid by providers?



Yes.

MacroSync believes transparency is important. When appropriate, we disclose that MacroSync may receive a referral fee from providers if an introduction results in a commercial relationship.

Our role is to help buyers identify relevant provider categories and connect with credible options. We do not charge buyers for an initial recommendation or introduction.

Is MacroSync a marketplace?



Not in the traditional sense.

MacroSync is not trying to list hundreds of providers or create an overwhelming directory. We are a curated referral network.

Our value is judgment: understanding the business question, identifying the missing intelligence layer, and making a relevant introduction where there is a strong fit.

Is MacroSync a lead-generation agency?

No.



MacroSync is not a high-volume appointment-setting agency. We may use outbound, research, and calling as part of our process, but the goal is not simply to book meetings.

The goal is to create qualified, context-rich introductions between buyers and providers where there is a credible business need.

Who is MacroSync a good fit for?



MacroSync is a good fit for research, data, and intelligence providers that sell into strategy, finance, planning, risk, corporate development, investment, or executive decision-making teams.

It is especially relevant for providers that have a strong product or service but want more qualified access to senior buyers who are difficult to reach through traditional marketing or generic outbound.

Who is MacroSync not a fit for?



MacroSync is not a fit for providers looking for mass-volume lead generation, transactional sales, consumer marketing, or generic appointment setting.

We are also not a fit for firms that cannot clearly define their ideal buyer, use case, differentiation, or what qualifies as a good referral.

The model works best when the provider knows exactly which problems they solve and MacroSync can help identify buyers facing those problems.

What does MacroSync need from a provider partner?

MacroSync is designed to be low effort for provider partners.

To get started, we typically only need a short partner profile and a clear referral contact. This helps us understand the provider’s ideal buyer, core use cases, and any obvious restrictions around accounts or territories.

When MacroSync identifies a potential fit, we send the referral with context. The provider can then accept, decline, or redirect the opportunity before any referral credit applies.

The goal is simple: create incremental, well-qualified opportunities without adding unnecessary process for the provider’s sales team.

Do providers pay upfront to work with MacroSync?

In most cases, no.

MacroSync is designed to be a low-friction referral partner. We typically work on a success-based referral model, where a provider pays a referral fee only if an accepted, net-new introduction results in closed-won business.

That makes the model simple: if the referral is not relevant or does not convert, there is no upfront spend wasted.

What referral fee does MacroSync typically expect?



Referral economics vary by provider, deal size, and category. A typical structure may be a percentage of first-year net revenue from an accepted, net-new, closed-won referral.

The exact terms are agreed in writing with each provider before referrals are made. MacroSync does not expect providers to pay for existing clients, existing pipeline, renewals, or opportunities they already had in motion unless otherwise agreed in advance.

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