Who it fits
Bookkeeping and advisory firms
CRM and software consultants
Trade associations and coaches
Web, media, and operations partners
Referral partner program
Help your clients find the revenue gaps their marketing reports miss.
Shadow works with consultants, software providers, bookkeepers, trade professionals, associations, and business coaches who want a responsible way to identify lead-response and follow-up problems without pretending every business needs more advertising.
Discuss a Partner RelationshipWhat partners receive
A clear referral handoff
Audit education for your audience
Partner-source tracking
Status visibility with client permission
How Shadow protects trust
No inflated outcome claims
No recommendation before diagnosis
Clear scope and responsibilities
Respect for the partner relationship
Partner handoff
One useful process from introduction to next step.
01
Introduce
Share the client’s company, contact, reason for concern, and permission to connect.
02
Audit
The owner completes the Revenue Leak Audit or joins a diagnostic conversation.
03
Validate
Shadow separates measured facts from estimates and identifies the first priority.
04
Scope
If there is a fit, the owner receives a written plan with costs, responsibilities, and measurement.
05
Update
With the client’s permission, the referring partner receives an appropriate status update.
Bring one real client problem.
We will help determine whether the issue is demand, response, follow-up, sales ownership, reputation, retention, or reporting.