Use case

Build referral partnerships that send you work.

Find the firms whose clients need what you do, and open the partner conversation with the right person.

Fractional CFOsWealth managersLaw firmsAccounting firmsConsultanciesInsurance brokers

How a firm uses it

From the partner you want to a partner call.

Summit Ridge, a sample fractional CFO firm, wants referral partners: CPA firms whose clients are the manufacturers it serves.

They describe the partner they want.

CPA firms in Ohio that serve manufacturers, and the managing partner at each. Boulton finds the firms and the person who owns the relationships.

YouFind CPA firms in Ohio that serve manufacturers, and the managing partner at each

Boulton shows which firms fit best.

About a third of Brennan & Vale's clients are manufacturers, and the firm named a partner to lead that practice this summer.

Each partner hears about their own practice.

A first message about their firm and the clients you might share, with a question, not a pitch.

Replies turn into partner calls.

Claire Brennan has two clients asking about cash. Boulton suggests a 30-minute call with two times, the reply goes out, and Tuesday at 9:00 is booked.

What is one new client worth to you?

See what your first quarter costs on your plan, and how many clients it takes to cover it.

See your return

Questions.

Is it awkward to approach a potential partner cold?

Partners expect to hear from firms that serve the same clients. Boulton opens with something specific about their practice and a question, not a pitch.

Who should I approach at each firm?

Whoever owns the client relationships: often the managing partner, or the person who leads the practice that serves your clients. You name the roles and Boulton finds them.

Can I run partner outreach and client outreach at the same time?

Yes, as separate campaigns, each with its own message.

More use cases

Win new clients Raise capital Find acquisition targets

See who's in your market.

Tell us the clients you want and we'll show you what Boulton finds on a 30-minute call.

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