Your clients waste money on manual operations every day. Refer them to Fulcrum. We run the audit, build the solution, and handle delivery. You earn 15% of every engagement, forever.
No complicated tiers to start. No fine print. Refer a company, we close the deal, you get paid.
Referral Commission
Of every engagement. Assessments, full builds, ongoing retainers. Paid on collection, no caps.
Your Effort
Make the intro. We handle sales, scoping, delivery, and support.
Cookie Window
Your referral link tracks attribution for 90 days from first click.
Response Time
Every referral gets a response within 48 hours. No ghosting your contacts.
Avg Partner Payout
Per referral. Based on our typical $50K engagement size.
Revenue Share Duration
Client re-engages for a new project 6 months later? You still earn 15%. No expiration on your referral relationship.
Drag the slider. Watch the math.
Your reputation is on the line. Here is what it rides on.
You make the introduction. We do everything else.
When a client mentions manual processes, disconnected tools, scaling challenges, or "figure out AI" - that is your signal. Share your unique referral link or make a warm intro.
We run a free 30-minute audit with your referral. No hard sell. They walk away with clarity on their operations whether they hire us or not. You look smart either way.
When the engagement closes, you earn 15% of the contract value. Track every referral, click, and conversion in your partner dashboard. Full transparency.
Drag the sliders. Watch the math.
Start at 15%. Scale to 20%. The more value you drive, the more you earn.
You already know which clients waste money on inefficient operations. You see it in their books every quarter. Referring Fulcrum makes you a strategic advisor, not just a tax preparer.
As a fractional COO, CFO, or CTO, you get hired to fix operations. But you are one person. When the solution requires custom software or AI automation, you need an implementation partner.
You manage their network, their devices, their cloud. You hear the complaints about manual workflows every day. Partnering with Fulcrum lets you offer AI consulting without building the capability.
M&A due diligence exposes operational chaos. Compliance audits surface workflow gaps. You are in the room when companies realize they need to fix this. Fulcrum is the natural handoff.
Every strategy deck has a slide that says "implement automation." Nobody on your team can build it. That slide becomes our inbound lead, and your recommendation becomes reality.
If yours is not here, apply and ask. We answer everything directly.
Apply nowYou earn 15-20% of the total engagement value (depending on your tier), paid within 30 days of us collecting payment from the client. For a typical $50K build, that is $7,500 to you at the base tier.
Any prospect that reaches us through your unique referral link or a warm introduction you make directly. We track attribution for 90 days from first click. If they come back and convert after 60 days, you still get credit.
Not at all. Make the introduction, and we handle everything from there. You are welcome to stay involved if you want, but it is not required.
No obligation, no awkwardness. Every referral gets a free 30-minute audit regardless. They walk away with value even if they do not hire us. You still look like the person who connected them with a useful resource.
Referral tier is automatic on signup. Hit 3+ referrals per quarter to unlock Strategic (17.5%). Channel (20%) is by invitation for firms that want to embed Fulcrum as their AI delivery arm with joint go-to-market.
No minimums, no quotas, no commitments. Send one referral a year or ten a month. The program works at any scale.
After approval, you get access to a partner dashboard showing every click, active referral, conversion status, and payout history in real time.
Partner referral fees apply to third-party introductions only. If you need Fulcrum for your own operations, we will scope that separately with preferred partner pricing.
Takes 60 seconds. We review every application personally and respond within 48 hours.
We review every application personally. Expect to hear from Dan within 48 hours. In the meantime, check out our field notes for content you can share with clients.
I mentioned Fulcrum to a client who was drowning in manual invoicing. Three weeks later I got a $4,200 referral check. Easiest money I have ever made.
As a fractional COO, I kept running into problems I could diagnose but not build. Fulcrum is my build partner now. My clients get better results and I get paid twice.
The partner dashboard alone is worth it. I can see exactly which referrals converted, where they are in the pipeline, and when my next payout hits. Total transparency.