Apply to the pilot

Pilot Partner Program · Interim Scope

Recruit for one assessment. Deliver it with us.

ProcessScout sells one $1,500 TrailMap through CPA/CAS firms and fractional CFOs. The assessment identifies three evidence-backed opportunities, establishes measurable baselines, and produces a 90-day plan.

Apply to the pilot See the assessment

Who the assessment serves

US employer SMBs — initially 10–49 employees, ~$2M–$50M revenue, QuickBooks Online plus one supported operational system. Buyer roles: owner, president, COO, CFO, finance leader.

Required evidence

Clients supply evidence through the TrailMap intake — QuickBooks Online plus one supported operational system. Delivery runs 5 working days after evidence-complete.

Sponsors

PE firms, franchisors, accounting networks, and other portfolio owners may sponsor groups of US SMBs.

What the client receives

One contract, three acquisition routes — same product, price, contract, scope, guarantee, and checkout. The route is attribution only.

Operational scorecard

Where the hours and dollars go today — your cash and capacity baseline.

Verified workflow map

The workflow as it actually runs — handoffs, workarounds, and stall points, built from your recordings and system data.

Three evidence-backed opportunities

Each sized in dollars and hours with a confidence range — no vendor guesswork.

Baseline register

The starting numbers, so improvement is measured — not asserted.

Sequenced 90-day plan

What to do first, second, third — with effort and owner for each step.

One starter asset

An SOP, control checklist, requirements spec, or automation blueprint — whichever fits your top opportunity.

Decision menu

Your options after TrailMap, with the $1,500 credited in full if you go deeper within 30 days.

One upfront $1,500 price. The full fee is credited toward a ProcessScout-delivered implementation of $7,500 or more within 30 days.

Three opportunities or your fee back. If ProcessScout cannot identify at least three evidence-backed opportunities from the evidence supplied through a good-faith TrailMap intake, the TrailMap fee is refunded under the Terms.

TrailMap delivery: 5 working days after evidence-complete.

What a partner does

Hand a client a route URL, or your own referral link. Nothing else changes — the client buys the same contract at the same price through the same checkout.

Co-branded sample TrailMap

The sample TrailMap your clients receive — the proof of the system, not the prose: visible evidence grades, a custody receipt strip, and the decision menu.

Cover page

Cover page of the delivered sample TrailMap.

Opportunities page

The three evidence-backed opportunities page of the delivered sample TrailMap.

Every delivered artifact carries a self-verifying receipt. TrailMap delivery: 5 working days after evidence-complete.

How attribution works

Partners share https://app.processscout.com/signup?ref={code} — at signup the captured code is resolved to an approved partner and the attribution is recorded: attributed when the signup is captured, converted when that client completes a paid assessment. One referring partner per client — first wins. Ask us to confirm your referral code is active before you send it.

Interim terms — what this page does not promise

Credit rule (cohort interim): $1,500 credited only against a ProcessScout-delivered implementation ≥$7,500 within 30 days; partner-led credits await the G7 decision.

How claims are handled

Machine-verified · professionally reviewed · not warranted

Machine-verified

Every material dollar and percentage claim is checked against the evidence you supplied. Unsupported claims are blocked.

Professionally reviewed

A named professional reviews evidence sufficiency, assumptions, and measurement design.

Not warranted

Findings are machine-verified and professionally reviewed, not warranted. A warranty attaches only to an eligible implementation outcome.

Self-verifying receipt

Every delivered artifact carries a self-verifying receipt.