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Enterprise-grade AI
for your customers.

Your clients. Your name on the work.

A partner is a customer with customers of its own. You sell your own engagement, under your own name, and use our software to do the work and build the deliverable — with your client in the room.

See it firstStart free

Why we have a channel at all.

Selling direct is linear: one client won at a time, each one argued for. A partner arrives carrying an ecosystem nobody here had to win, and every client in it is reached through one relationship. That is the multiplier, and it is the only honest reason this channel exists.

A traditional firm scales by hiringIts method lives in its people. To do twice the work it needs twice the people, and it can never hand the method to anyone else without losing it.
Ours lives in softwareThe method, the sources behind it, the agents and the Blueprint are built things, not habits in somebody’s head.
So it can be given away and still be oursWe deliver direct and arm other consultants to deliver the same work, in their own name, to clients we will never meet. Each one multiplies us. None of them dilutes us, because the method stays here and improves with every engagement run on it — theirs included.

What a partner actually is.

Nothing exotic. The same account, the same screens, the same price list, the same management. Two things make it a partner account, and nothing else does.

  • It has customers of its own under itEach of your clients is its own workspace, kept apart, with its own work in it. You switch between them without signing out, and nothing of one client’s is visible inside another.
  • It gets partner management on topThat is the only addition, and it is the part not built yet — see what is ready, below. Everything else is identical to a direct customer, on purpose: two products would drift apart within a month.
You sell your own engagementYour site, your name, your proposal, your relationship. We are not in the room unless you put us there.
You do the work on our softwareOpen it on a laptop in the meeting and work the problem through with the client in front of you — producing the Blueprint, or the agent, while they watch.
Your client never logs in to usThere is no account of ours for them to have, no second sign-in, no product of ours for them to learn.
You set your priceOur price is your cost of delivery. What you charge your client is your business, and we never see it.
Your clients, one account
Orion AdvisoryPartner

Five clients, five workspaces

Switch in, do the work, switch out. Nothing of one client’s is visible inside another.

Harbour Dental GroupBlueprint approved · Sales Rep being set upOpen
Lakeside PhysioCustomer Care live · two items waiting for the client’s OKNeeds you
Stonebridge LawSynopsis written, Blueprint not startedOpen
Meridian ClinicsAccount view and renewal pack draftedOpen
Orchard DentalAudience built, waiting on your approvalNeeds you

Illustrative screen, invented data. Client workspaces and the rule that keeps them apart are built; the screen is a drawing of them.

One record, two views.

Everything a consultant delivers — the understanding, the Blueprint, an agent and what it did, a dashboard, a process change — is one kind of record. Your screen and your client’s view are two views of the same record, so nothing is ever copied, re-keyed or sent twice. You publish an item; it appears. That is the whole mechanism.

  • Nothing appears to your client unless you published it
  • Every item carries the evidence behind it, always
  • An agent’s message to your client needs a person’s approval first
  • Your client can approve, decline or ask. Nothing else
  • Your brand end to end: your logo, your sender, no “powered by”
  • Your client never sees our prices, our name, or another client

Those six are the rules the design is held to. The publish action and your client’s own view are being built now, and nothing here is live for a client yet.

What is ready, and what is not.

We have no partners yet, so there is no traction to quote. Here is the state of it instead, which is the more useful thing.

Where the partner side stands
Client workspacesMany clients under one account, to any depth, switched without signing out, each one sealed from the othersBuilt
The five agentsEach with its own page, its own demo and the same limits and checksBuilt, not yet run live for a customer
Your name on the deliverableYour logo and your sender on the Blueprint, the report and an agent’s own outputBeing built
Your client’s own viewPublish an item and your client sees it, with the evidence, and approves or asksBeing built
Partner managementRecruitment, tiers, commissions, partner onboardingDeliberately not started

Nothing on this page describes a capability as finished before it has passed its checks. The last row is not an oversight: a second partner-management system, built in a hurry, is the kind of thing that has to be unbuilt later.

One price list. You mark up.

There is no wholesale price, no partner tier and no discount of any kind. You pay the same published prices as a direct customer, per client account you run. Our price is your cost; your margin is the price you set, your own set-up fee and your own services.

Set yourself upYour account, your clients’ workspaces, and the agents on sample data. Nothing is connected to anybody’s real systems.
Free
A Blueprint for a clientThe same fee for everyone, direct or partner, and it is credited against what the client then builds. You charge your client what you charge them.
$1,500
An agent, running for a clientSet-up once, then watched, measured against that client’s own starting point and improved every month. Priced by capacity, counted from the client’s real data and shown before anyone pays.
from $3,500then $1,000 a month

Why no discount: a wholesale price and a public retail price are the pair that creates channel conflict, and we would rather not have the problem than manage it. One list, one number, and what you add on top is yours. Prices are set in dollars and reviewed before launch.

Tell us the challenge.

We deliver business outcomes. Our consulting diagnoses the problem, blueprints define the change, and our agents deliver better outcomes.

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