Send us the client whose systems are holding them back.
Accountants, CFOs, advisors, consultants and agencies send us clients whose operations have outgrown their tools. We scope it, build it, report back to you, and never compete for your role.
- Introduction registeredConfirmed in writing
- Scoping call with your clientHeld
- What we found and recommendedShared with you
- Written scope and pricePublished prices
- OutcomeYou hear it, win or lose
Registered introductions are protected for 90 days.
- Your introduction is protectedRegistered in writing, protected for 90 days.
- You hear what happenedFindings after the scoping call, and the outcome, win or lose.
- We stay in our laneOperations and systems only. We never compete for your role.
- Senior people onlyThe people who scope the work are the people who build it.
Who refers to us, and when
The pattern is the same everywhere: a business you serve has outgrown its systems, and fixing them is not your job.
- Accountants and CPAs
- When to referMonth-end takes a week because the numbers are rebuilt by hand from disconnected tools.
- What we take onClean systems feeding the books, and reporting that ties out without a spreadsheet in the middle.
- Fractional CFOs
- When to referYour forecast is right but the data under it is not.
- What we take onThe CRM, pipeline and dashboards your model depends on, built so you stop patching them.
- M&A advisors and business brokers
- When to referA seller whose operations live in the owner’s head and will not survive diligence.
- What we take onDocumented processes, clean reporting and less owner dependency before the buyer looks.
- Private equity and portfolio operators
- When to referA new platform or add-on with manual back office and no real KPIs.
- What we take onCRM and RevOps stand-up, KPI dashboards and automation of the back office, on your 100-day plan.
- Management consultants
- When to referThe strategy is set and someone has to build and wire the systems.
- What we take onImplementation: CRM, RevOps, AI and the integrations between them, under your recommendation.
- Marketing and web agencies
- When to referYour campaigns work but the leads die in a shared inbox or a CRM nobody trusts.
- What we take onRouting, scoring and attribution so your work gets credit for the revenue it produces.
- Attorneys
- When to referA transaction or succession client who needs operations buttoned up before closing.
- What we take onProcess documentation and operating systems that support the deal.
Signals a client needs us
If you hear one of these, it is usually worth an introduction.
- Runs on spreadsheets and the owner’s memory
- Has a CRM nobody trusts
- Leads land in a shared inbox
- Reporting is rebuilt by hand every month
- Preparing for a sale or diligence
- Wants an app or portal built
- Wants AI but does not know where to start
- Hired for ops and the hire is drowning
How a referral works
Six steps, and you are told where things stand at each one that matters.
- Register the introductionA short note with who it is and what you are seeing. We confirm it in writing.
- We reach out your wayA warm intro from you, or we contact them with your context. Your call.
- Scoping callWe meet your client and map where the operation is stalling and what to build first.
- We report back to youA short summary of what we found and recommended. No black box.
- Written scopeEvery deliverable as a line, priced from our published price book.
- You hear the outcomeSigned, parked or not a fit, you get told either way.
Referral terms
- A written referral agreement, signed before the first introduction counts.
- Registered introductions protected for 90 days.
- Commission on your client’s first engagement, inside a 12-month earning window.
- Paid on project work. Ongoing retainers are not commissionable.
- Your client pays the same published prices as everyone else.
Prefer not to take a fee?
- Reciprocity: we send work back where it fits your practice.
- Co-marketing: joint sessions and content for the clients you share.
- Arrangements structured around your professional rules, disclosed and in writing.
What a referral turned into
App development · Came through a client referral
Indulge Private Chefs: from a warm introduction to a live marketplace
A private-chef business ran every booking by text and email, capped by the owners’ hours. We built a native iPhone marketplace for clients, chefs and the business, with vetting and payouts built in. It is live on the App Store and credited to OpsPal, and dozens of chefs signed up within days of launch.
Questions partners ask
How the referral program works, what it pays, and what happens to your client.
The program
Who is the referral program for?
Professionals who serve business owners: accountants and CPAs, fractional CFOs, M&A advisors and business brokers, private equity operators, consultants, agencies and attorneys. You do not need to be a client of ours.
Do I have to sell anything?
No. An introduction is enough. Tell us who and what you are seeing, and we take it from there, the way you prefer.
How do I register a referral?
Send a short note with your client’s name, company and what you are seeing, through our contact form or by email. We confirm the registration in writing, and that date starts your protection window.
What counts as a qualified referral?
A business you register in writing under a signed referral agreement. A name mentioned in passing, without registration, does not count. That rule protects you as much as it protects us.
How long is my introduction protected?
90 days from registration. If your client signs their first engagement inside the 12-month earning window, you earn on it.
Fees and terms
How is commission calculated?
It is tiered on the value of your client’s first engagement, as set out in your agreement. We send the schedule with the agreement, before you make an introduction.
Why is commission paid on the first engagement only?
It pays on the work your introduction created. Ongoing retainers and later phases are not commissionable, which keeps the terms simple and your client’s price unchanged.
What does my client pay?
The same published prices as everyone else. Referral terms never change the client’s price. You can show them our pricing page before the first call.
Can I quote prices or promise scope to my client?
You can share our published prices. Quotes and scope commitments come only from us, in writing, after the scoping call, so your client never hears a promise nobody has checked.
My profession limits referral fees. Can we still work together?
Yes. Many partners prefer reciprocity and co-marketing over a fee. Where a fee is appropriate, it is disclosed and in writing, structured around your professional rules. This is how we structure relationships, not legal advice; have your own counsel review any arrangement.
Your client
Will you try to take over my role with the client?
No. We build and run operating systems. We do not do your work, and we will not pitch anything that competes with it. If your client asks us about something in your lane, we send them back to you.
Who will my client work with?
A named OpsPal lead who owns the relationship from the first call. Your client is never passed to a junior team or a ticket queue.
Can I join the scoping call?
Yes, if your client wants you there. Either way, you get a summary of what we found and recommended.
What if my client is not ready for a build?
They can start with the free Business Checkup or a Deep-Dive Audit. If they are not a fit, we will say so, to them and to you.
What if my client needs something you do not do?
We tell you and them plainly, and stay out of it. We only take work inside our service lines.
Who owns what we build for my client?
Your client. We work in their accounts, under their access, and the code, data and licenses stay in their name.
Have a client in mind?
Tell us about the clients you serve and we will send the referral agreement, or set up reciprocity if a fee does not fit your practice.
On every registered introduction, with commission on the first engagement.
Our published prices →