The CLIC Charter: your ticket in

Membership begins with the Charter.  This is more than a formality; it is the commitment that keeps the circle sharp, selective and safe.

Without the Charter, there is no CLIC.

Read and sign the Charter below, and let's open the door:

The CLIC Charter: Consultancy Members

CLIC works because of trust. Members speak openly because they know nobody is in the room to sell.

Consultancy members carry a different responsibility to that trust than employed members do. The temptation to treat the room as a pipeline is structural, not personal. This charter exists to remove that temptation entirely, and to set out, in plain terms, what membership requires.

Without this charter signed and held to, there is no consultancy membership.

1. Purpose

CLIC unites senior commercial leaders to enhance commercial capability and tackle real industry challenges through open, cross-sector collaboration.

It is a private, peer-led collective where members share challenges, test thinking, and improve how we operate.

No selling. No recruiting. Just honest conversations that make us better at what we do.

CLIC is not a route to market for consultancies, advisors, or service providers of any kind. It never will be.

2. Who This Charter Applies To

This charter applies to any member whose business model involves selling professional services to commercial leaders or to the organisations that employ them. That includes, without limitation:

• PQS and quantity surveying consultancies
• Independent QS practitioners and one-person consultancies
• Project management and programme management consultancies
• Commercial advisory, claims, dispute and contract specialists
• Legal advisors
• Technology and software vendors
• Recruitment firms
• Training and development providers



If you are unsure whether you fall within scope, you do. Raise it with the Founding Team before signing.

If your employment circumstances change during membership and you become a consultancy member by this definition, you must notify the Founding Team within 30 days. Continued membership is conditional on signing this charter.

3. Our Ethos

The same expectations as every CLIC member, applied with sharper edges given the role you play.

Speak openly. Bring your professional perspective, not your sales pitch.

Protect the room. What is shared here stays here. Insight gained inside CLIC is for your professional development, not your business development.

Debate properly. Challenge ideas. Respect people.

Contribute. Give without expecting commercial return. If your contribution feels designed to position you, rewrite it.

Respect ownership. Frameworks, documents, and ideas remain the property of the person sharing them. Do not adapt them into your own service offerings.

Keep it peer-led. You are here as a peer, not as a supplier.

4. Behaviour Standards

Standard CLIC rules apply. Specific to consultancy members:

• No sales activity.
• No recruiting.
• No screenshots, forwarding, or sharing outside the group.
• No use of information gained here to disadvantage another member or to develop a commercial proposition.
• No use of CLIC, its members, its events, or its discussions in your marketing, content, sales material, capability statements, or LinkedIn activity. The CLIC name is not yours to leverage.
• No proxy activity. You may not use colleagues, business development staff, partners, associates, or third parties to do anything this charter prohibits you from doing personally.

4.1 Commercial Boundaries

CLIC contacts, conversations, events, and the information shared through participation must not be used to advance commercial activity. This is what protects the room.

In practice, that means avoiding:

Direct selling. Pitching, quoting, or proposing your services to a member, their employer, or any organisation introduced through CLIC.

Post-event outreach. Approaching members on LinkedIn, by email, or otherwise after meeting them through CLIC, unless that member has explicitly invited the approach.

Lead conversion. Treating any CLIC contact as a lead, prospect, or pipeline entry.

Content harvesting. Drawing on CLIC discussions, themes, or specific insights to produce articles, posts, or content that serves your commercial interest.

Mining the membership. Asking members for introductions to other members for commercial purposes, including via the WhatsApp group, sub-groups, or events.

Reverse approach. Engineering situations where members approach you commercially as a result of your CLIC presence. For example, posting "I help firms with X" content visible to members, or holding yourself out at events as available for hire.

If two members, one of whom is a consultancy member, choose to work together, that is their choice. Where this happens, the consultancy member should be ready to show that the approach came from the other party.

5. Single-Strike Policy

5.1 For consultancy members, any substantiated breach of the Commercial Boundaries set out in section 4.1 is treated as a single-strike matter.

5.2 A substantiated breach results in immediate and permanent removal from CLIC. No warning is issued. No remediation is offered. No second chance is given.

5.3 This policy applies regardless of length of membership, standing within the collective, whether the breach was deliberate or careless, or whether it resulted in commercial gain.

5.4 Concerns raised by a member are reviewed by the Founding Team. The consultancy member is notified of the concern and given the opportunity to respond. Where the Founding Team determines the concern is substantiated, removal takes effect immediately.

5.5 The decision of the Founding Team is final and not subject to appeal.

5.6 A removed consultancy member loses access to all CLIC channels, events and materials with immediate effect, and forfeits any right to use the CLIC name or claim CLIC affiliation thereafter.

5.7 Every consultancy member is informed of this policy prior to joining. Continued membership is conditional on acceptance of it.

6. Membership

CLIC is invite-only.

Consultancy members are accepted on the basis that they bring professional value to peers, not on the basis that membership opens commercial doors. Acceptance is at the discretion of the Founding Team and may be declined or withdrawn at any time to protect the room.

7. Structure

CLIC operates through:

• Invite-only roundtables and events designed for depth, not scale
• Sector and theme-specific sub-groups (Build, Civils, M&E, Contract Talk)
• A private WhatsApp community for ongoing discussion and quick peer support

Consultancy members participate on the same basis as every other member, subject to this charter.

8. Safeguarding the Collective

For consultancy members, the standard CLIC approach of "conversation and reset" applies to ethos and contribution issues. Commercial boundary breaches are dealt with under the Single-Strike Policy in section 5.

Other breaches are handled directly and proportionately, with discretion held by the Founding Team.

9. Integrity & Reporting

If any member experiences behaviour from a consultancy member that feels like selling, positioning, or misuse of access gained through CLIC, they are encouraged to raise it confidentially with the Founding Team.

Concerns will be handled discreetly. No member will be penalised for raising a genuine concern in good faith.

Silence protects bad behaviour. Speaking up protects the collective.

10. Commitment

By joining CLIC as a consultancy member, you agree to:

• Uphold the ethos and behave as a peer, not a supplier
• Hold to the commercial boundaries set out in this charter, in full
• Protect confidentiality without exception
• Respect fellow members
• Help raise the standard of commercial leadership