Show Clients Where $5K+ Is Slipping Through the Cracks—Earn $250 Per Referral
Partner with LamplightOps to deliver guaranteed-ROI automation audits. We find hidden operational savings, you strengthen your advisory relationship, and we pay you 10% commission.
For Fractional CFOs, IT Consultants, and Business Coaches: Refer clients for a $2,500 audit, we deliver the full report in 7-10 days, and you get $250 commission when they pay. Your client sees you as the strategic advisor who found their hidden inefficiencies.
Zero channel conflict guaranteed: We only provide the diagnostic audit—we never sell implementation. If your client wants to act on the recommendations, they work with you or a provider you recommend. We stay in our lane.
We audit how your clients' tools connect (or don't):
Why Your Clients Will Thank You
What the audit delivers for your SMB clients (typical outcomes to expect)
Save 5-20 Hours Monthly
Per person, by automating repetitive tasks and eliminating manual data entry.
Fewer Mistakes
Software handles the copy-paste so humans don't have to. Significantly reduce manual errors.
Faster Response Times
Potential to accelerate customer responses and internal approvals through automated workflows.
Crystal-Clear Visibility
See where every request, order, or ticket stands — no more chasing for updates.
Grows With You
Start small and expand later — no big-bang rewrites or vendor lock-in.
Secure & Cost-Effective
Right tool for the job, with enterprise-grade governance and oversight.
What We Find in Your Clients' Businesses
Common $5K-$60K opportunities we uncover—concrete savings you can point to when explaining your referral
When you refer a client, we audit their workflows to identify which of these opportunities exist, calculate exact dollar savings, and deliver a prioritized roadmap. They see the waste, you're the advisor who found it, and you earn $250 commission.
Lead-to-Cash
New lead → quote → invoice → payment → CRM updates. Works with Zoho, HubSpot, Salesforce.
Customer Support
Route, prioritize, and answer common questions automatically. Connects to Zendesk, Freshdesk, ServiceNow.
Marketing & Outreach
Trigger Mailchimp campaigns, sync survey data, send NPS follow-ups — no manual exports.
Approvals & Reviews
Purchases, discounts, contracts, content, access requests — click once, tracked forever.
On/Offboarding
Accounts, permissions, welcome emails, equipment, training — done on schedule.
Analytics & Reporting
Roll up GA4, Mixpanel, Stripe, QuickBooks into unified dashboards (Power BI or Looker).
Data Migration
Move information between CRMs, ERPs, or platforms — clean, map, and validate data so your team hits the ground running.
About the Partner Program
A trusted-advisor partnership model designed for Fractional CFOs, IT Consultants, and Business Coaches serving SMB clients.
Who Makes a Great Partner
Fractional CFOs, IT Consultants/MSPs, and Business & Operations Coaches who serve SMB clients (15-75 employees, $1M-$15M revenue) using multiple disconnected tools. If your clients ask "where can we cut costs?" or "how do we scale without hiring?"—this audit gives you a concrete, data-backed answer.
✅ Ideal Partner Profile:
- Active advisory practice with 10+ SMB clients
- Regular client touchpoints (monthly/quarterly reviews)
- Not currently offering competing audit or automation services
- Established trust with clients (not brand new relationships)
❌ Not a Fit:
- Solo consultants with fewer than 5 active clients
- Agencies/VARs selling competing automation platforms
- Enterprise consultants (our sweet spot is SMB 15-75 employees)
- Looking to white-label or resell as your own service
What You Can Expect
- Zero channel conflict: We only provide diagnostic audits, never implementation—your client relationships stay 100% yours
- Predictable outcomes: Every audit guarantees identification of $5K+ annual savings or client gets refund
- $250 commission per referral: Paid immediately upon client payment—simple, transparent
- Marketing materials: Partner Kit includes case studies and email templates you can customize with your branding
📦 What's Inside the Partner Kit
Preview the exact materials you'll use to introduce audits to your clients
📧 Sample Referral Email Template
Subject: Found a guaranteed way to identify $5K+ in savings
Hi [Client Name],
I came across a service that guarantees to identify at least $5,000 in annual cost savings from automation opportunities—or they refund the entire $2,500 audit fee.
Given your team's current workload with [specific pain point], this could be valuable. Worth a look?
[Your name]
Customize with your client's specific pain points and your personal tone.
📄 1-Page Case Study Preview
MANUFACTURING DISTRIBUTOR CASE STUDY
45 employees | $8M revenue | 7 disconnected tools
Problem:
Manual order entry, customer status requests, inventory sync delays costing 28 hours/week in admin work.
Audit Findings:
- $47K annual savings opportunity identified
- 28 hours/week recoverable (2.5 FTE equivalent)
- 3 prioritized automation opportunities with ROI projections
Outcome:
Client implemented top 2 recommendations, now saving 19 hours/week.
Full case study includes client quotes and implementation timeline.
Plus: Co-brandable 1-page audit overview PDF, referral form link, and quarterly partner newsletter with new success stories.
🔧 Technical Expertise & Platform Proficiency
Deep hands-on experience with the platforms and tools your clients' businesses already use
🏢 Enterprise Platforms
- Microsoft 365 / Power Platform
- Google Workspace / Apps Script
- Salesforce (Sales Cloud, Service Cloud)
- Microsoft Dynamics 365
- ServiceNow
🔗 Automation & Integration
- Zapier (Advanced workflows)
- Make.com (Complex scenarios)
- Microsoft Power Automate
- REST APIs & Webhooks
- Custom scripting (Python, Node.js)
💼 SMB Tools
- Zoho (CRM, Books, Projects)
- HubSpot (Marketing, Sales, Service)
- QuickBooks Online
- Stripe / PayPal
- Mailchimp / Constant Contact
- DocuSign / Adobe Sign
💡 Why This Matters:
We don't just recommend tools we've read about—we recommend solutions we've personally architected and implemented. Every audit includes hands-on technical feasibility analysis, not generic advice.
What Partners Can Expect
Clear expectations for referrals, client experience, and our working relationship
⏰ The Audit Fulfillment Model
Productized delivery means fast turnaround and consistent quality for every client you refer. We complete audits in 7-10 days using a proven intake system.
💡 What This Means for Your Clients:
- Minimal time investment: Client spends 2-3 hours total on intake questionnaire and video recordings
- Fast turnaround: 7-10 days from intake submission to final audit delivery
- Comprehensive deliverables: Written report + 60-minute personalized video walkthrough
- Guaranteed results: $5K+ savings identification or full refund—no risk to you or your client
Partner Communication & Support:
- Response time: Within 2 business days for all partner inquiries (Monday-Friday)
- Referral process: Submit simple form, we handle client outreach and scheduling
- Progress updates: You're CC'd on key client milestone emails (intake received, audit delivered)
- Commission payment: Paid immediately upon client payment—no 30/60/90 day wait
✅ What About Implementation?
After the audit, implementation is 100% the client's choice. They can DIY, hire a specialist they find, or work with you. I never compete for implementation work—your client relationships remain intact and you can offer implementation services if that's part of your practice.
Client ROI Calculator
Show your clients their automation potential in 60 seconds—use this as a qualification tool
Typical Audit Results for SMB Clients:
- ✓ 18 hours saved per person, per month
- ✓ $4,200+ monthly in recovered productivity
- ✓ 3-6 months to full ROI on $2,500 audit
Enter your client's numbers above to see their custom projection →
How we calculate client estimates
- Savings = (Manual hours/week × 4.33 × reduction %) × hourly rate × team size
- Reduction % defaults by process type and is refined during the actual audit
- Payback = $2,500 audit cost ÷ monthly savings
- Full audit replaces assumptions with client's actual baseline data
How the Partnership Works
Simple, transparent, zero-risk partner model—you focus on the relationship, we handle the audit.
Become a Partner
Zero cost to join. We're looking for trusted advisors (Fractional CFOs, IT Consultants, Business Coaches) who serve SMB clients and want to offer a guaranteed-value diagnostic service.
What You Get in the Partner Kit:
- 1-Page Case Study - Real client results you can share with prospects
- Co-Brandable 1-Page PDF - Audit overview your clients can review before committing
- 2-Sentence Email Template - Copy/paste referral intro for your clients
- Referral Form Link - Simple intake form you send to qualified clients
- Quarterly Partner Newsletter - New case studies and success stories to keep partners engaged
We only provide diagnostic audits—we never compete for implementation work. Your client relationships remain 100% yours. If a client wants implementation, they work with you or a provider you recommend.
🛡️ Client ROI Guarantee: Every audit guarantees identification of at least $5,000 in annual savings opportunities. If we don't find it, your client gets a full refund—you risk nothing, they risk nothing.
This guarantee makes it easier to confidently recommend the audit without worrying about client satisfaction.
Timeline: 24-48 hours from application to Partner Kit delivery
Step 2: Send Client Referrals
Identify a Client
Look for SMBs (15-75 employees, $1M-$15M revenue) using 3+ disconnected tools. If they're doing manual data entry, chasing approvals, or wrestling with spreadsheets—they're a fit.
✓ Ideal: Your existing clients who trust your guidance
Share the Case Study
Use the 1-page case study from your Partner Kit and the 2-sentence email template. Position it as: "I found a service that guarantees to identify $5K+ in automation savings for your business. Worth exploring?"
✓ Low-pressure, high-value positioning
We Handle Delivery
Once they're interested, submit the referral form. We execute the audit (7-10 days). You earn $250 commission upon client payment. Your client sees quantified savings opportunities, you're the one who spotted the problem.
✓ Zero operational burden for you
The $2,500 Productized Audit
What your client gets for $2,500. This is the standalone product we deliver to every referral—a comprehensive automation audit completed in 7-10 days.
What's Included:
Part 1: The "Audit Intake Kit" (Client Homework)
- Strategic Questionnaire: Gathers quantitative data (tools, costs, team size) for ROI calculations
- Loom Video Instructions: Client records 2-3 short videos narrating their pain points and workflows
Part 2: Analysis (1-2 Hour Fulfillment)
- Pattern Recognition: Identifies all "IF-THEN" automation opportunities from intake data
- ROI Calculation: Validated savings projections for each opportunity
- Top 3 "Quick Wins": Highest-impact, lowest-complexity automations to start with
Part 3: Deliverables
- Written Report (PDF): Executive summary, prioritized opportunities, technical roadmap
- 60-Minute Video Walkthrough: Personal presentation of findings with detailed review
- Implementation Guide: Next-step options for executing the roadmap
✓ The $5,000 ROI Guarantee
Every audit guarantees identification of at least $5,000 in annual savings opportunities as documented in the final report. If we don't find it, your client gets a full refund. This guarantee is what makes partner referrals risk-free.
Note for Partners: We never compete for implementation work. After the audit, the client can DIY, hire a specialist, or work with you—their choice. Your relationship stays intact.
Why Most Businesses Waste Money on Automation
Common mistakes that strategic audits prevent (and what they cost your clients)
❌ Automating the Wrong Process First
The Mistake: A 20-person consulting firm spent $8,000 automating their proposal generation because it felt like the biggest headache.
The Reality: Proposals only took 2 hours/week. Their client onboarding process was eating 15 hours/week but they didn't track it.
Audit Value for Your Clients: Time-tracking analysis reveals which processes actually cost the most—not which ones feel the most annoying.
❌ Buying Tools Before Understanding Requirements
The Mistake: Purchasing Salesforce because "that's what big companies use" without mapping actual workflow needs.
The Reality: $3,600/year in licensing + $10K in setup costs for features they never use. Zoho CRM would have done the job for $600/year.
Audit Value for Your Clients: Tool recommendations based on their specific data flows and integration needs, not vendor marketing.
❌ Automating Broken Processes
The Mistake: Automating a 12-step approval workflow that includes redundant steps and unnecessary handoffs.
The Reality: Now they have a fast, automated process that's still inefficient. They've locked in the inefficiency permanently.
Audit Value for Your Clients: Process optimization recommendations BEFORE automation—sometimes the answer is "simplify the workflow" not "automate the chaos."
❌ Underestimating Integration Complexity
The Mistake: "It's just connecting QuickBooks to our CRM, how hard can it be?"
The Reality: QuickBooks API has rate limits, the CRM doesn't expose custom fields via API, and they need a middleware solution. Budget of $2K becomes $7K.
Audit Value for Your Clients: Technical feasibility analysis identifies API limitations, data mapping challenges, and realistic implementation costs upfront.
💡 The Real Cost of Skipping Strategy
Based on industry research, businesses that implement automation without strategic planning spend an average of:
- 2.3x more on implementation than initially budgeted (scope creep + rework)
- 6-9 months longer to see ROI because they solve the wrong problems first
- $12K-$25K on tools and integrations that get abandoned within the first year
A $2,500 audit that prevents even ONE of these mistakes pays for itself 5-10x over.
The Partner Referral Process
Simple, transparent, hands-off—you make the intro, we handle delivery, you get the credit (and commission)
Identify a Fit
Look for SMB clients (15-75 employees, $1M-$15M revenue) using 3+ disconnected tools. If they're drowning in manual processes, they're perfect. Share the 1-page case study from your Partner Kit.
Submit the Referral
Once your client is interested, submit the simple referral form. We'll reach out within 24 hours to schedule their intake. You stay in the loop via email updates throughout the audit process.
Earn Commission & Credit
We deliver the audit (7-10 days). Your client gets their roadmap with guaranteed $5K+ savings identification. You earn $250 commission paid immediately upon client payment. They remember you're the one who found the money they were wasting.
The Foundation of a Great Partnership
Built on transparency, security, and pragmatic innovation
Client Ownership
Your clients always own their platforms, data, and workflows. All solutions are built in their environment, ensuring they retain full control and intellectual property.
Security by Design
We use secure, auditable access methods that respect your clients' boundaries — no shared credentials, no hidden access. Everything is transparent and revocable.
Pragmatic Innovation
We analyze proven, industry-leading tools — from enterprise suites to workflow platforms — to recommend reliable and scalable solutions that grow with your clients' businesses.
Example Audit Scenarios
Typical findings that illustrate what clients discover in their audit reports—use these to explain the value
For Partners: These scenarios represent common automation opportunities we look for in SMB businesses. Use these examples to help your clients recognize similar patterns in their operations and understand what the $2,500 audit will deliver. Each example shows the problem identification approach, savings calculation methodology, and prioritization framework—exactly what appears in real audit reports.
Accounting Firm (12 people)
Client onboarding, billing, and document management pain points
📋 What the Audit Revealed:
- Client onboarding: 8 hours/week across team (manual data entry, document collection, portal setup)
- Invoice processing: 12 hours/week (time tracking → billing → payment follow-up)
- Tax document collection: 6 hours/week during peak season (chasing clients for documents)
💰 Annual Savings Identified
$31,200
(26 hours/week × $25/hr × 48 weeks)
🎯 Recommended Priority
Invoice automation first
Highest hours saved, existing QuickBooks integration makes it easiest
✅ Implementation Path: Zapier + QuickBooks → 2 weeks, $2,800 (DIY possible with templates)
Manufacturing Business (28 people)
Order processing, inventory tracking, and production scheduling issues
📋 What the Audit Revealed:
- Order → Production workflow: 15 hours/week (manual entry from email orders into ERP system)
- Inventory sync delays: 10 hours/week (reconciling QuickBooks inventory with physical counts)
- Customer order status requests: 8 hours/week (staff looking up orders individually)
💰 Annual Savings Identified
$47,520
(33 hours/week × $30/hr × 48 weeks)
🎯 Recommended Priority
Order intake automation
Solves immediate pain, enables inventory automation later
✅ Implementation Path: Email parser → ERP API integration → 4 weeks, $5,200 (requires technical specialist)
Law Firm (7 attorneys + 3 staff)
Client intake, document automation, and billing workflow challenges
📋 What the Audit Revealed:
- Client intake forms: 6 hours/week (manual data entry from PDFs into case management system)
- Engagement letter generation: 4 hours/week (customizing templates, chasing signatures)
- Time tracking → billing: 9 hours/week (consolidating time entries, generating invoices)
💰 Annual Savings Identified
$54,720
(19 hours/week × $60/hr × 48 weeks)
🎯 Recommended Priority
Intake → Engagement flow
Creates foundation for all other automations, improves client experience
✅ Implementation Path: Clio integration + DocuSign → 3 weeks, $3,800 (legal-specific templates available)
📊 Notice a Pattern?
Based on industry research and SMB workflow analysis, businesses in this segment typically have automation opportunities worth $30K-$60K annually—but the RIGHT opportunity to tackle first varies dramatically based on their specific tech stack, team skills, and process maturity.
That's exactly what the $2,500 audit determines for YOUR CLIENT'S business—and why this service is valuable for qualified prospects.
Who We Work With
Specialized automation solutions for growing businesses
Manufacturing
Order processing, inventory sync, quality workflows
Professional Services
Client onboarding, project tracking, billing automation
Law Firms
Client intake, document automation, billing workflows
Financial Services
Contract processing, compliance reporting, client onboarding
Why This Partner Model Works
Built for trusted advisors who want to add value without operational burden
Solve Real Client Problems
When clients ask "where are we wasting money?" or "how do we scale efficiently?"—you have a concrete answer. The audit quantifies their inefficiencies with dollar figures, and you're the advisor who found it. That's sticky value.
Zero Channel Conflict
We never compete for implementation work. The audit identifies problems only—we don't build solutions. If clients want to implement, they work with you or a provider you recommend—never us. Your relationships stay 100% yours.
Referral Income Stream
Earn $250 per referral for making introductions you'd make anyway. 3 referrals per year = $750 in annual commission income. No fulfillment burden, no operational complexity—just commission for connections.
Risk-Free for Everyone
The $5K ROI guarantee means you can confidently recommend audits knowing clients will either get massive value or a full refund. You risk nothing, they risk nothing—pure upside for your reputation.
Partner FAQ
How much commission do I earn per referral?
You earn $250 per paid audit referral (10% of the $2,500 audit fee). Commission is paid immediately upon client payment—simple, transparent, no delayed payouts or complex calculations.
If a typical partner sends 3 clients per year (1 per quarter minus one), that's $750 in annual commission income for making strategic introductions you'd be making anyway.
Will you compete for my client's implementation work?
No. This is the core positioning of our partner model: We only provide diagnostic audits. We do not sell implementation services.
After the audit, if your client wants to implement the recommendations, they have three options: DIY, hire a specialist they find, or work with you or a provider you recommend. Your client relationship remains yours.
This zero-channel-conflict model is designed so that we deliver the diagnostic value while you maintain the client relationship.
What if my client doesn't like the audit?
Every audit includes the $5,000 ROI Guarantee: If we don't identify at least $5,000 in annual savings opportunities (documented in the final audit report), your client gets a full refund.
This guarantee makes it safe for you to confidently recommend the audit. You risk nothing, your client risks nothing. The proven audit process is designed to find substantial savings in every engagement.
How long does the audit take?
The audit is completed in 7-10 days from the initial client intake submission to final deliverable. The process is:
- Days 1-3: Client completes the "Audit Intake Kit" (questionnaire + Loom videos)
- Days 4-7: Analysis, ROI calculations, and report generation
- Days 8-10: Video walkthrough recording and final deliverable delivery
The asynchronous model means minimal client time investment (2-3 hours total) and fast turnaround without requiring extensive meetings.
How and when do I get paid my commission?
Commission payments are simple and transparent:
- Amount: $250 per paid audit (10% of $2,500 audit fee)
- Timing: Within 48 hours of client payment clearing
- Method: PayPal or Zelle (your choice, specified during partner onboarding)
- Notification: You receive email confirmation with payment details
What if a client requests a refund? If a client invokes the $5K ROI guarantee, you keep 50% of the commission ($125) to compensate for your qualified referral effort. You're never left chasing payment or dealing with disputes—we handle all billing and client satisfaction directly.
What kind of clients are a good fit?
Ideal clients are SMBs with 15-75 employees and $1M-$15M in revenue who are using 3+ disconnected software tools. They're typically:
- Doing lots of manual data entry between systems
- Chasing approvals or waiting on internal handoffs
- Running on spreadsheets when they could use automation
- Complaining about "too much admin work" or "things falling through the cracks"
Industries that work well: Professional services, manufacturing, law firms, accounting firms, healthcare practices, and financial services.
How do I get started as a partner?
Simple 3-step process:
- Apply: Fill out the partner application (takes 5 minutes)
- Onboarding: Within 24-48 hours, you'll receive the Partner Kit (1-page case study, co-brandable PDFs, email templates, referral form link)
- First Referral: Identify a fit from your client base, share the case study, submit the referral form when they're interested
That's it. No contracts, no exclusivity requirements, no minimum referral quotas. Refer when it makes sense for your clients.
Ready to Become a Partner?
Join advisors who are earning $250 per referral by showing clients exactly where they're wasting money on manual processes.
Questions? See our Partner FAQ for details on commissions, process, and guarantee
ℹ️ We respond to all partner inquiries within 2 business days (Monday-Friday)