Strategic Partners
We partner with organisations that share one belief: small businesses deserve compounding systems, not one-off tactics. If your organisation already has the trust of the owners and founders we serve, there is probably a partnership worth exploring.
The Case for Us
A referral spends your credibility. Here is why we think ours is a safe place to spend it.
Every engagement is guided directly by a thought leader in brand clarity and growth systems — not handed to a junior account team. The person your contact meets is the person who does the work.
New Dawn CRM, The Lead Accelerator™, Contractor Lead Accelerator™, and the 24/7 AI Virtual Assistant™ give you something specific to point at — not a vague "they do marketing."
Systems are built in the client's own accounts, with their data, and their team is trained. That means a referral you make doesn't become a dependency you're implicated in.
Named clients, quoted directly, with real figures — a 34% conversion lift, 52% booking growth, $13,500 recovered in a quarter. See the case studies →
Offices in Saint Louis and New York, serving small businesses across all 50 states. Your members or clients aren't limited by geography.
If a business you send us isn't a fit, we tell them plainly and point them elsewhere rather than taking the work. Your reputation is part of what's at stake in every introduction.
Who We're Looking For
If your organisation sits in one of these — or at the intersection of two — we'd like to talk.
SaaS platforms, payment processors, scheduling tools, point-of-sale systems, and industry-specific software serving small businesses. The fit works when your functionality complements New Dawn CRM rather than competing with it.
Typical formIntegration exploration, mutual referral, co-authored content or webinars, and occasionally a bundled offer where both audiences genuinely benefit.
Local, regional, and national trade associations, chambers, and small business advocacy bodies. Your members consistently ask for marketing help; we can be a vetted answer rather than a cold search.
Typical formMember-benefit arrangements, sponsored workshops or educational sessions, and preferred-vendor status giving members access to brand clarity and growth systems.
Franchisors and multi-location groups needing consistent marketing systems, lead generation, and AI automation across locations — while preserving each location's local identity and owner autonomy.
Typical formA standardised system template deployed location-by-location, with local configuration, plus onboarding support for new franchisees.
CPAs and accounting firms, business attorneys, financial and wealth advisors, insurance agencies, commercial real estate brokers, and business coaches — professionals who serve small business owners but don't offer marketing services themselves.
Typical formGenuine two-way referral. Your clients need brand clarity and growth systems; ours regularly need trusted advisors in adjacent disciplines.
Churches, nonprofit networks, community foundations, and mission-driven organisations needing marketing clarity, donor engagement systems, and automation built for real budgets and volunteer-dependent teams.
Typical formAdjusted pricing for member organisations, shared educational programming, and access to our annual pro bono capacity. See our Social Impact commitment →
Small Business Development Centers, university entrepreneurship programmes, incubators, and startup accelerators supporting founders who need brand clarity and systems well before they need an internal marketing team.
Typical formCohort workshops, curriculum contribution, mentor participation, and access to our free diagnostic tools as programme resources.
Independent consultants, coaches, freelancers, and boutique agencies offering adjacent but non-competing services — web development, photography and video, bookkeeping, HR and staffing, commercial insurance — who work alongside small business owners regularly.
Typical formInformal or formal referral exchange, with co-marketing to shared audiences where it makes sense. Solo consultants are explicitly welcome here; this category exists for you.
Structures
Most partnerships start at the top of this table and only move down if both sides want them to.
| Type | Best fit for | What it typically includes |
|---|---|---|
| Referral Partner | Professional services, coaches, consultants, freelancers, boutique agencies | Informal or formal two-way referral. No agreement required to start; a simple written understanding once volume justifies it. |
| Technology & Platform | SaaS, fintech, scheduling, POS, industry-specific software | Integration exploration, co-referrals, joint content or webinars, and potentially a bundled offer. |
| Strategic Alliance | Associations, chambers, franchise networks, incubators, nonprofit networks | Formal written agreement covering member or cohort benefits, sponsored programming, and ongoing collaborative touchpoints. |
Honest Criteria
Stated plainly so you can self-select before either of us spends time on a call.
The Process
A short call to understand your organisation, your audience, and what a genuinely valuable partnership would look like from your side — not just ours.
We assess mutual fit honestly: audience overlap, values alignment, and the specific ways each side could support the other. If it isn't there, we'll say so.
Referral partnerships often need nothing written at all. Formal alliances get expectations, referral processes, and any co-marketing commitments documented.
Cross-promotion, joint content, member benefits, or integration work — whatever the partnership type calls for, with a named contact on each side.
Partnership Questions
Email with "Strategic Partnership Inquiry" in the subject line, or book a session and we'll use the time to explore partnership rather than services. Either works.