Most small businesses already have a bookkeeper, an agency, an IT provider, or a coach they trust. Rarely does one person solve every operational problem a business has — and that's exactly where a good partnership works.
I work with small businesses on workflow, follow-up, reporting, and practical AI and automation — but I'm not a bookkeeper, not an ad agency, not an IT provider, and not a CRM implementer. If you're one of those things, you're probably already seeing workflow problems in your clients that fall outside what you do. I see the same thing in reverse.
A referral partnership means neither of us has to pretend to be a generalist, and clients get pointed to the person actually suited to the problem.
Don't see your role listed? Reach out anyway — this list isn't exhaustive.
No application. Just a conversation about who you serve and where the natural handoff points are.
Default: reciprocal referrals, no fee either direction. Anything different gets agreed in writing first.
Workflow-shaped problems come to me. Bookkeeping, ad, IT, or CRM-setup problems go to you.
No exclusivity, no minimum volume. You'll always know when I'm working with someone you referred.
This isn't a reseller program, an affiliate link, or a white-label arrangement where my work gets rebranded as yours without you saying so. If a client needs to know I'm involved for the engagement to work — and they almost always do — that stays transparent. I'm also not looking to compete with what you do: if a referral turns out to need bookkeeping, ad management, IT infrastructure, or CRM setup instead of workflow consulting, I'll say so and point them back to you or to someone better suited.
No. I focus specifically on workflow, follow-up, reporting, and practical AI/automation. If a referral needs bookkeeping, ad management, IT infrastructure, or CRM setup, that's outside my scope, and I'll tell you and the client that directly.
No. A short conversation is enough to start referring reciprocally. If a project ever calls for a fee-sharing arrangement, that gets documented in writing before the work starts — but the baseline relationship doesn't require paperwork.
Within one business day, same as a direct client inquiry — usually faster, since there's already context from you.
I can work quietly in the background on some engagements, but I won't misrepresent who's doing the work if a client asks directly. We can talk through what's comfortable for a specific situation.
Mostly small and local businesses, home-service companies, agencies, and growing operations — solo owners up through small teams. If your clients fit that profile, there's likely a fit.
