Partner With the Workflow Experts

Join our network of trusted partners and earn substantial referral fees while helping your clients get automation that actually works. We handle the technical work — you get the credit and the commission.

Your Clients Deserve Automation That Works

Too many of your clients have been burned by automation projects that promised the world and delivered chaos. We're different — and your reputation benefits when you refer business to partners who actually deliver results.

Protect Your Reputation

Refer with confidence knowing we fix workflows before automating them. Your clients get results, you get the credit.

Substantial Referral Fees

Earn 10-15% on every project you refer that closes. Average project value: $75K-$200K. Do the math.

We Handle Everything

You make the introduction, we handle sales, delivery, and client success. Zero operational burden on your team.

Who We're Looking For

Management Consultants

You identify operational inefficiencies — we fix the workflows and automate them properly.

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Technology Consultants

You implement systems — we ensure the underlying processes work before automation goes live.

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Industry Specialists

Banking, healthcare, government, education experts who understand compliance requirements.

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Business Process Consultants

You design strategy — we execute the tactical workflow improvements and automation.

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Change Management Specialists

You handle people and culture — we handle the technical process redesign and implementation.

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What We're NOT Looking For:

  • Direct competitors offering workflow automation
  • Partners looking for quick, transactional relationships
  • Organizations that don't understand complex B2B sales cycles

Simple. Transparent. Profitable. How it works:

Make the Introduction

Connect us with a qualified prospect. We'll handle the initial discovery call.

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We Take Over

Our team manages the entire sales process and client relationship.

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You Get Paid

Receive your referral fee within 30 days of project payment.

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Referral Fee Structure:

Tier 1 (Projects $50K-$100K):

10% referral fee

Tier 2 (Projects $100K-$200K):

12% referral fee

Tier 3 (Projects $200K+):

15% referral fee

Recurring Revenue Share:

5% on annual retainers

Qualified Referral Criteria:

  • Organization with 100+ employees
  • Annual revenue $10M+
  • Active interest in process automation
  • Budget authority identified
  • Timeline within 6 months

Long-Term Strategic Alliances

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Joint Venture Projects

Large-scale transformations where your expertise + our workflow automation create comprehensive solutions.

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Mutual Referral Agreements

We refer workflow optimization leads to you, you refer automation projects to us.

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Co-Marketing Opportunities

Joint webinars, case studies, conference presentations, and thought leadership content.

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Technology Integration Partners

If you represent complementary technology, we can create formal integration partnerships.

Partners Are Making Serious Money

My favorite part of working with CDP is their customer service. This is a company that cares about their clients. They are personable, knowledgeable, and I would recommend them to other colleagues.

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Paulette Layton
VP of Compliance at Louisiana USA FCU

Very long relationship. Great customer service and sales assistance.

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Rob Seastrunk
Jr. - Manager at S.C.I. FCU

Great service from both the owner and the staff. Always willing to help, especially in times of crisis.

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Chris Maurer
CEO at UNO FCU

Would score higher if I could. Can’t speak highly enough of the staff and how friendly, helpful and attentive they are to anything we need. BEST COMPANY EVER.

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Heather Fries
COO at Visionary FCU

The level of customer service has always been top notch with CDP.

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Lisa Felske
VP of Lending at Sunrise Family CU

Always a pleasure, always available, and a great product!

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Angela Capella
Executive Vice President at UNO FCU

We have an excellent relationship with CDP. We are very pleased with the turn around time of our requests and the second to none service we are given.

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Glenda Rushe
CEO at St. Tammany FCU

CDP has a wonderful, talented team.They are always helpful.

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Kathleen Willemse
Teller at United Churches CU

CDP is a valued vendor without any servicing issues.

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Mike Pierino
VP of Operations at Great Erie FCU

Super responsive, very quick to understand our pain points and offer actionable solutions that fit our budget. CDP has added tremendous value by streamlining our application processes!

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Samira Rajan
CEO at Brooklyn Cooperative FCU

The customer service is superb! I really feel like they have my back and will help me whenever needed.

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Nancy Jiles
Accounting Manager at Oklahoma FCU

Partnership Results:

$

35

k

Average Partner Earnings Annually

$

127

k

Top Partner Earnings in 2024

98

%

Client Satisfaction Rate

94

%

Partner Retention Rate

We Set You Up for Success

Sales Enablement Materials

  •  Partner portal with case studies, proposal templates, ROI calculators
  • Joint presentation materials for client meetings
  • Industry-specific talking points and objection handling

Training & Certification

  • Monthly partner webinars on industry
  • Certification in CDP's workflow audit
  • Access to our team for technical questions

Marketing Support

  • Co-branded materials for your
  • Access to CDP's content
  • Joint case study development opportunities

Dedicated Support

Your single point of contact for all partnership activities, referral tracking, and support needs.

Ready to Start Earning?

Join our partner program and start earning substantial referral fees while helping your clients get automation that actually works.

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Partnership Application Process:

  • Complete Application (5 minutes)
  • Partner Interview (30-minute call)
  • Partnership Agreement (simple, standard terms)
  • Partner Onboarding (access to portal and materials)

Contact Information

Partner Program Director: [Name]

Phone: [Number]

Response Time: Within 24 hours

Common Questions

Got something on your mind? We’ve answered the most asked questions below explore or reach out anytime.

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How long does it take to get approved as a partner?

Typically 5-7 business days after completed application and interview.

Is there a minimum number of referrals required?

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What if my client doesn't close?

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 Can I refer projects outside my primary industry?

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How do you track referrals and ensure I get credit?

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