Add a new service line
Offer a practical AI and automation assessment without starting from a blank consulting template.
Partner & White-Label Assessments
ProcessScout helps advisors deliver co-branded or white-label Trail Maps and analyst-signed readouts. Sarah guides the evidence room. You keep the relationship and the implementation conversation.
Built for advisors, consultants, MSPs, accountants, and operating partners.
Why partners use it
Most companies do not need another AI tool first. They need to know which workflow is worth fixing and what scope they are really buying. Partners use ProcessScout to turn that question into a structured, evidence-backed Trail Map.
Offer a practical AI and automation assessment without starting from a blank consulting template.
Keep the client relationship while ProcessScout supports evidence collection and Trail Map production.
Use sample Trail Map and report examples to show clients exactly what the deliverable looks like before they buy.
Sarah guides clients through evidence collection, while analysts review and sign off the final output.
Use the Trail Map to identify follow-on process, automation, integration, or advisory work.
Delivery models
Best for fast pilots. Your client sees ProcessScout branding and receives a ProcessScout Trail Map and readout.
Best for trusted advisors who want visible involvement while ProcessScout powers the assessment and Trail Map.
Best for firms building a repeatable evidence-backed assessment service line under their own brand.
Tell us your preferred model — we confirm setup and scope on the first call.
Partner economics
Use Foothill and the Trail Map to create a structured diagnostic offer, identify implementation opportunities, and give clients a credible roadmap before any build work begins.
Package a clear paid Trail Map clients can understand before committing to implementation.
Use evidence-backed findings to identify where advisory, automation, or process support may be useful.
Keep the client relationship while ProcessScout supports the assessment workflow.
Ideal partner types
Partner pilot
Start with one co-branded client Trail Map to prove the workflow, sample positioning, evidence collection process, and follow-on implementation opportunity before rolling out a wider white-label service line.
Test how client evidence collection, analyst review, and report delivery fit your advisory motion.
Use the sample Trail Map and report to set expectations before a client commits.
Use findings to identify implementation, advisory, or automation opportunities.
Partner sample report
Partners can use sample reports and co-branded Trail Map examples to demonstrate the standard of the final deliverable: evidence-backed findings, confidence levels, quantified opportunities, scope route, and a practical roadmap.
Partner request
FAQ
Yes. Partners can deliver ProcessScout-branded, co-branded, or fully white-label Trail Maps and readouts — pick the model per client.
You do. Advisors remain the trusted client lead; ProcessScout powers the assessment behind the scenes.
Sarah supports evidence collection. Human analysts review and sign off the Trail Map and final recommendations.
Yes, where appropriate. The assessment can create a pipeline of implementation, advisory, automation, or process improvement work.
SSO-ready access is available where configured.