Fractional COOs and CFOs
You see the operating problem before anyone else and get asked what to do about it.
Strategic Partner Program
Create A Legacy works with the advisors who already sit beside mid-market operators. You make the introduction. We diagnose, build and stay accountable. You earn a share of what we collect for twelve months.
Who it is for
Management consultants
Your roadmap names the automation. We build it so your recommendation lands.
CPAs and advisory accountants
You know where the hours and the margin go. Your clients trust the introduction.
Managed IT providers
You own the stack and get the AI question weekly. Hand it to a team that builds on what you run.
Insurance and benefits brokers
You sit with owners at renewal. The operations conversation is already open.
Coaches and peer-group chairs
Your members compare notes on AI every month. Give them a name you have vetted.
Agencies that do not build automation
Keep the relationship, refer the build, and stay the trusted advisor.
How an introduction works
01
You introduce
Send your tracked link, register the introduction in your portal, or copy us on a warm email. Any of the three counts, and the introduction is credited to you.
02
We diagnose and scope
We contact your client within one business day. Every engagement starts with a Friction Assessment, so the recommendation is sized to their numbers, not ours. You are kept informed at each stage.
03
You are paid on collected fees
For twelve months from their first payment, you receive a share of every fee we actually collect from the client. Nothing is owed on proposals, and nothing is paid before cash arrives.
What partners earn
Commission is calculated on fees we actually collect from your client, from the Friction Assessment through implementation and the first year of Managed Optimization. Rates rise with your tier and are set out in your agreement.
Where every partner starts.
Referral Partner
A tracked link, a portal, the partner kit, and a share of collected fees on every client you introduce for twelve months.
For advisors who see the buyer weekly.
Strategic Partner
Higher rates, a named contact at CAL, co-branded materials, joint account planning, and a quarterly review of your pipeline.
For firms with a complementary offer.
Alliance Partner
Negotiated terms, a joint go-to-market plan, reciprocal referrals and co-marketing. By invitation.
What partners get
Tracked link and portal
Every introduction, stage change and commission is visible in your own dashboard.
Partner kit
Positioning, fit signals, email templates, talking points and brand guidelines, kept current.
A named contact
One person at CAL who knows your clients and answers the same day.
Co-branded one-pager
A leave-behind with your logo beside ours for the conversation that starts it all.
Apply
Every partner is approved personally. We read the application, look you up, and reply within two business days. If it is a fit, you will have your agreement, link and kit inside the week.
Before you apply
Straight answers.
Who is a good fit to introduce?
Businesses with roughly 20 to 500 employees where the owner or an operations leader is losing hours to manual work, slow follow-up or disconnected systems. If they have asked you about AI, they are a fit for a conversation.
Do I have to sell anything?
No. You introduce, we diagnose and scope. Partners never quote prices or propose scope. Your job ends at the introduction, and the credit is yours.
How is credit tracked?
Three ways: your tracked link, the Register an Introduction form in your portal, or a warm email with us copied. Registered introductions are credited for twelve months, so the warm, personal introductions that actually close are never lost.
When and how am I paid?
Monthly, after the client has paid us. Commission is a share of fees we actually collect during the first twelve months of the client relationship, paid by ACH or PayPal through your portal.
Is there a cost to join?
None. There is nothing to buy and no minimum. The program is for advisors who already have the relationships, not for anyone who wants to pay to become one.
What if my client is already talking to you?
We check every introduction against our CRM and tell you within five business days if the company is already a client or an open conversation. The first valid introduction is the one credited.