Partner & White-Label Assessments

Offer a branded AI and automation audit without building the platform.

ProcessScout helps advisors deliver evidence-backed client assessments under a ProcessScout-branded, co-branded, or white-label model. Sarah guides the evidence collection. Analysts sign off the report. You keep the relationship.

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Built for advisors, consultants, MSPs, accountants, and operating partners.

Branded client assessment flowSarah-guided evidence roomAnalyst-signed reportOptional SSO-ready accessRepeatable client service line

Why partners use it

Your clients are asking about AI. ProcessScout gives you a credible way to answer.

Most companies do not need another AI tool first. They need to know which workflow is worth fixing. Partners use ProcessScout to turn that question into a structured, evidence-backed assessment.

Add a new service line

Offer a practical AI and automation assessment without starting from a blank consulting template.

Protect client trust

Keep the client relationship while ProcessScout supports evidence collection and report production.

Sell with proof

Use a sample report to show clients exactly what the deliverable looks like before they buy.

Reduce delivery burden

Sarah guides clients through evidence collection, while analysts review and sign off the final output.

Create implementation pipeline

Use the report to identify follow-on process, automation, integration, or advisory work.

Delivery models

Partner delivery models

ProcessScout-branded

Best for fast pilots. Your client sees ProcessScout branding and receives a ProcessScout report.

Co-branded

Best for trusted advisors who want visible involvement while ProcessScout powers the assessment.

White-label

Best for firms building a repeatable client service line under their own brand.

Availability may depend on commercial setup and implementation scope.

Ideal partner types

Built for advisors with clients who need a practical diagnostic

Fractional CFOs
Accountants
MSPs and IT consultants
Automation agencies
Business coaches and EOS implementers
Operations consultants
PE and operating advisors

Partner sample report

Show clients the output before they buy

Partners can use sample reports to demonstrate the standard of the final deliverable: evidence-backed findings, confidence levels, quantified opportunities, and a practical roadmap.

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Partner request

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FAQ

Partner questions

Can the report be white-labeled?

The partner model can support ProcessScout-branded, co-branded, or white-label delivery depending on setup.

Who owns the client relationship?

The partner relationship model is configured commercially, and advisors can remain the trusted client lead.

Who does the analysis?

Sarah supports evidence collection. Human analysts review and sign off the final report.

Can partners handle implementation?

Yes, where appropriate. The assessment can create a pipeline of implementation, advisory, automation, or process improvement work.

Is SSO supported?

SSO-ready access is available where configured.