Partner Briefing

Let's discuss what we can handle for your clients.

A 15-minute call to walk through our referral structure, the assessment process, and how we keep you in the loop.

The Agenda

What we'll cover in 15 minutes

01

How the assessment works

We walk you through the exact process — what data we need from your client, how we analyze it, and what the Impact Assessment deliverable looks like.

02

Referral intake process

How to submit a referral, what information we need from you, and what your client can expect from the first touchpoint through final assessment delivery.

03

How we handle your clients

You introduce us. We handle everything from screening through recovery options. You stay informed throughout. Your client stays your client.

04

NDA and confidentiality

All client data is covered by mutual NDA. We don't poach, we don't upsell, and we don't contact your clients independently.

05

Next steps

If it's a fit, we send you a one-page partner agreement and you can start referring immediately.

Schedule a Briefing

Select a time that works for you. All calls are private, one-on-one, and covered by NDA.

Email

ops@tariffresolution.com

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