FOR ADVISORS, AGENCIES & IMPLEMENTATION PARTNERS

Offer a branded evidence-backed AI assessment under your brand.

Your clients want AI answers, and they trust you — not another vendor. ProcessScout is the assessment you deliver under your own name: guided intake, an evidence register tied to real workflows, analyst sign-off, and a client-ready roadmap. You keep the relationship and add a service line without hiring engineers or building software.

THREE WAYS TO PARTNER

Choose how much of it is yours.

Start with a warm intro and grow into a full service line — at the pace that fits your practice.

Referral
Lowest lift

Send a warm intro. ProcessScout delivers Foothill or the recommended tier; you keep the relationship.

You can earn a referral share on assessments and implementations under our current partner terms.
Co-delivery
Shared

Deliver it together: co-branded Trail Maps and reports, with you in the evidence and interpretation. The client relationship is shared.

Assessment fee split plus take-rate — and you add your own advisory fee on top.
White-label
Your brand, your portal

Full branded deployment on your domain. ProcessScout is invisible; you set the client price. The crown jewel — it makes your clients your installed base.

Priced as recurring platform licensing, so revenue compounds with your book of business.
THE ECONOMICS

One activated firm is a channel, not a customer.

A fractional-CFO practice with 20 clients that runs even a quarter of them through a white-labeled ProcessScout each year is five assessments plus recurring platform licensing — from a single relationship, won for the cost of one conversation. Ten such firms dwarf what paid media can profitably deliver.

That’s why we price white-label as recurring licensing, not per report — so it compounds with your book, and your clients arrive already trusting the name on the door.

WHO PARTNERS WITH US

If your clients already trust you with their operations…

…you’re exactly who this is built for. The missing piece is a repeatable, evidence-backed way to deliver.

PILOT ONE CLIENT THIS WEEK

See your co-branded report.

Request a co-branded sample and a 20-minute look at how the white-label works. Pick one client with messy workflows; we’ll stand up your branded portal, guide the evidence intake, deliver the Trail Map, and have an analyst sign off the roadmap.

Add the service line.
Keep the relationship.

Your brand on the door, our engine and analyst behind it, and a marketplace that carries your client all the way to implemented.