Skip to main content
← All industries

Professional and knowledge services

Consultants, agencies, freelancers and independent professionals.

A record here is built from things like a piece of work a client accepted, confirmed by somebody other than the person who did it.

What gets recorded

Both directions. A record that only carries the good weeks is not a record, and the person it is about is told about every entry and can contest any of them.

Engagement / deliverable delivered

Kept its word

The agreed deliverable or engagement was completed and accepted.

Who confirms it
The clientCustomer or client
How they confirm
Confirmed by the client via a confirmation link, or by a paid invoice a third-party processor records.
Due
the agreed delivery date in the statement of work
Done
the date the client accepted it

Client reference confirmed

Kept its word

A past client confirmed the professional delivered reliably.

Who confirms it
The past clientCustomer or client
How they confirm
Requested via a reference link the client responds to.
Due
the end of the engagement being confirmed
Done
the date the reference was given

Due and done are the pair that decide whether something counts as delivered on time rather than merely delivered. Send one without the other and the outcome can only ever read as finished.

Who counts as a witness here

One kind of third party confirms work in this trade. None of them outranks another. The formula does not read this at all. What varies is how hard each one is for either side to lean on, which is a fact worth knowing and not a weighting.

Customer or client
The party the work was done for, or who took delivery of it: a homeowner, a patient, a client, a consignee, a family. They know first hand whether it happened.

What is not recorded against the person

A client who did not attend, work the business itself pulled or rescheduled, conditions nobody controls, time off taken with notice, and an opinion about the person. None of it belongs on the record of whoever showed up to do the work.

The full list is on the index, and it is the same list for every trade.

How a confirmed outcome reaches a score

A confirmed outcome becomes evidence in a published formula, version 5.6, with five weights and six bands running from Distinguished down to At Risk. An outcome nobody else confirmed is still recorded, and it shows on the record as a claim rather than as evidence. No plan and no payment moves a score.

The record belongs to the person, not to the business that recorded the work. They take it with them. The model is published in full, and what an employer records covers the recording side.

Also under professional and office work