Fractional CFOs and COOs
Refer one specific recurring process with an accountable owner, measurable impact, and willingness to invest when the economics are clear.
Referral partners
Keep the client relationship. Send the systems problem.
Your clients know lead handling, reporting, onboarding, documentation, approvals, or internal operations are broken. Copper Seventh provides a paid diagnosis, written Blueprint, and optional implementation without turning the referral into an unpaid consulting drain.
Best-fit partners
Professionals who repeatedly see operational waste.
Accounting and bookkeeping firms
Refer one specific recurring process with an accountable owner, measurable impact, and willingness to invest when the economics are clear.
Managed IT providers
Refer one specific recurring process with an accountable owner, measurable impact, and willingness to invest when the economics are clear.
Web, marketing, and CRM agencies
Refer one specific recurring process with an accountable owner, measurable impact, and willingness to invest when the economics are clear.
Business attorneys and brokers
Refer one specific recurring process with an accountable owner, measurable impact, and willingness to invest when the economics are clear.
ERP and software implementers
Refer one specific recurring process with an accountable owner, measurable impact, and willingness to invest when the economics are clear.
Manufacturing and operations consultants
Refer one specific recurring process with an accountable owner, measurable impact, and willingness to invest when the economics are clear.
Lenders and economic-development professionals
Refer one specific recurring process with an accountable owner, measurable impact, and willingness to invest when the economics are clear.
A referral should make you look useful, not reckless.
Paid diagnosis first.
The client receives a useful written decision rather than a sales pitch.
Client ownership is respected.
Copper Seventh handles the systems work without displacing the referring professional’s relationship.
Confidentiality is explicit.
Protected information is not collected through public forms, and access is scoped only when needed.
No referral-fee assumptions.
Any compensation arrangement must be written, lawful, and appropriate for the professions and clients involved.