SURGE HR+
Strategic PartnershipSeptember 2026
Lena M. Wilson · Real Inspiration LLC

Everything We Discussed, In One Place.

Review the VOLT intake and lane logic, mark up the referral agreement, and take a look at the website photo option. Go at your own pace. Nothing here is too precious to change.

Start with the workbook. The last tab is yours. Mark the lanes you would want, the ones you would deliver on the SURGE platform later, and anything I should never send your way.
Black and white website photo option for Lena Wilson
Website Photo OptionFor your consideration only. You control the final biography and photograph.
01

What Is Ready for Review

Three items, each with one clear purpose. The buttons below open or download the exact files in this review room.

Preview of Lena input tab in the VOLT workbook
Your Input Requested

VOLT Intake & Lanes Workbook

Six tabs show the intake diagnostic, how answers route, all four VOLT lanes, and the full six-session group-track syllabus.

Review Focus: Go to Lena - Your Input. Mark lane fit, future SURGE-platform interest, notes or conditions, capacity, service priority, and anything I should not send.
Cover preview of the SURGE HR+ and Real Inspiration referral and sales agency agreement
For Review + Markup

Referral & Sales Agency Agreement

The current commercial framework for reciprocal referrals, SURGE sales facilitation, payment timing, client ownership, website listing, and independence.

Review Focus: Tell me what you do not like. Nothing in this agreement is beyond discussion or revision.
Website photo option for Lena Wilson
For Your Consideration

Website Photo Option

This is the black and gray version I think will sit beautifully with the current website branding. It is an option, not a decision made for you.

Review Focus: Approve this image, send a different one, and send the bio you want represented on the SURGE HR+ website.
02

The Three Agreement Points I Want Clear

This is a reading guide, not a replacement for the agreement. The agreement itself controls.

Introduction
15%

A qualified name is handed over and the receiving company runs discovery, scoping, pricing, and close.

Sourced & Sold
30%

The referring company runs the sales conversation, scopes the engagement, and brings over a client who has committed.

Payment Timing
Cash First

The referral fee follows the client's actual payments and is paid within 15 business days after the applicable funds are received.

Current Boundary
Separate Later

Delivery by Real Inspiration under the SURGE HR+ brand is not part of this agreement. Any expanded delivery model gets its own written agreement.

03

How the VOLT Workbook Is Organized

The workbook is meant to show you exactly what I am using before a coaching opportunity ever lands on your desk.

From Intake to Lane

The early tabs show the sponsor friction scan and the routing logic that translates those answers into a recommended coaching lane.

  • 1Start Here
    Why you are getting the workbook and what I still need from you.
  • 2The Intake Assessment
    Ten friction statements plus five narrative questions for the executive sponsor or HR leader.
  • 3How It Routes
    The logic that maps patterns to VOLT Tracks, RISE, Leadership, Executive, or a Real Inspiration referral.

From Lane to Your Input

The back half gets specific about the products and asks where you want to participate.

  • 4The Four VOLT Lanes
    Audience, structure, duration, distinction point, and pricing for Executive, Leadership, RISE, and Tracks.
  • 5VOLT Tracks Syllabus
    Four fixed group tracks with six sessions each and a consistent five-part session structure.
  • 6Lena - Your Input
    The yellow cells are yours. Mark them however is easiest and send the workbook back.
04

What I Need From You

Whenever you get to it. Rough is fine. I would rather have working notes than wait for something polished.

1
Concurrent Engagement CapacityHow many engagements do you want to hold open at one time for work I send you?
2
Service Priority OrderRISE is clear. Give me the priority order across the rest of your five service areas so I know what to lead with.
3
Real Inspiration Scope & DeliverablesI have the fee schedule. I need what each service includes, session by session or deliverable by deliverable, before I sell any of it.
4
Website Bio & PhotoSend the bio you want used and either approve the photo in this room or send the image you prefer.
No Rush

Read It. Mark It Up. Tell Me What Does Not Fit.

I thought through this with care, but I am not attached to wording for the sake of wording. Take your time, send rough notes, and we will shape the parts that need shaping.

SURGE HR+ × Real Inspiration · Two independent businesses. One clear commercial framework.