Partner program
For consultants, fractional executives, and advisory firms whose clients are ready to build. You keep the relationship and the strategy. We deliver the systems, under your brand when you want it.
Why firms partner with us
Your clients ask, "Can you help us implement this?" Partnering lets you answer yes, deliver well, and grow the engagement instead of handing it to someone else.
We work under your brand and join client calls as part of your team.
Earn 10% on every project you send us, whether you stay involved in the work or not.
Ken or a lead solution engineer joins every qualified client sales call to answer the technical questions.
We never sell around you. The relationship and the strategy stay yours.
Insurance, dental, contract review, and assessment tools already in production. See the portfolio.
Documentation and training that make your firm look good long after launch.
Partner levels
Both levels earn a 10% referral fee on every project you send us, and both get $5,000 back on your first project.
$5,000one time · lifetime
When your client says yes, we're ready.
$10,000one time · lifetime
An implementation team on standby for your firm.
Everything in Priority, plus:
$5,000 credit applies to your first project of $20,000 or more that starts within 12 months of joining. "Qualified" sales calls are booked with 48 hours' notice.
How the partnership works
Tell us about your firm, your clients, and the kind of work they ask for.
5 minutesWe walk through how we work together, pricing, and how white-label delivery runs.
30 minutesWhen a client is ready to build, loop us in early so we can help shape the scope.
When it fitsWe produce a fixed-scope proposal with clear deliverables and timeline for you to present.
Within a weekWe build, test, launch, and train, while you stay the client's trusted advisor.
Typically 2–6 weeksIs it a fit?
Partner questions
No. Your clients are your clients. We only communicate with them in the way you set up, and we never pitch them our own services.
That's your call. We can work fully under your brand, or as a named delivery partner if you prefer.
System integrations, workflow automation, AI assistants, document processing, reporting, and custom AI tools. If you're unsure, bring it to a partner call and we'll tell you honestly whether it's a fit.
Yes. You pay once and your partnership level never expires.
You get $5,000 off your first project of $20,000 or more, as long as it starts within 12 months of joining. It applies at both partner levels.
You earn 10% of the project fee on every project you send us, whether your firm stays involved in the work or not.
Join the partner program
Apply in a few minutes, or book a call with Ken first to talk through how a partnership would work for your firm.