Partner overview
You coach. We build. Clients get results. Everyone wins.
The execution engine behind your best client engagements.
23 years of Ops Dev Experience · 6 years of custom dev · $75M+ in payments · 8 industries proven · one platform built from all of it
You can see the perfect workflow. The software won't let you build it.
You're limited by the market
Off-the-shelf tools define what's possible. You design around their constraints instead of your client's actual workflow.
Custom builds aren't the answer
You know the right solution. But a full custom build means months of time, six-figure cost, and a maintenance burden neither you nor your client can take on.
Your insight stalls at the door
You deliver the strategy. Implementation falls to tools that weren't built for it. The gap between what should happen and what does never fully closes.
The execution layer you've been missing. Now you can build the workflow, not work around it.
Matrix is a fully built operational platform that bends to your client's workflow. Not off-the-shelf. Not a custom build. The foundation is already done: we partner with you to configure the rest.
Shaped to their workflow
We configure stages, roles, automations, and terminology to match exactly how the client runs, not how the software wants them to run.
If it's missing, we build it
When the right workflow needs a feature that doesn't exist yet, we build it. Every custom piece becomes part of the platform, toggled on for that client.
Live in weeks, not months
80% is already built before your client's name is on it. You're not starting from scratch, you're starting from done.
Proven at real scale
23 years designing complex operational systems. $75M+ in payments across deployments. Proven across 8 industries: municipal government, franchise, field services, PEOs, youth sports, automotive, fundraising, and more.
You map it. We build it. They run it.
We map how data moves through your client's operation, then build it. Three examples of what that looks like:
From first contact to paid
- Lead
- Customer
- Job
- Invoice
- Paid
Plus custom steps built around your client.
A quote is accepted
- Quote accepted
- Job created
- Crew assigned
- Appointment scheduled
Everything the next person needs is already in place.
A customer messages
- Email, text or call
- Attached to their record
- One connected history
Not scattered across inboxes.
No feature limits. Ever. Don't see it? We build it.
You lead. We come alongside.
This isn't a referral handoff. We're a real partner in the engagement: client calls, brainstorming, execution. You drive, we help you deliver.
Lead the engagement
- Own the client relationship
- Diagnose the workflow problem
- Set the direction and priorities
- Deliver the outcome and the win
Come alongside to execute
- Join client calls and brainstorms
- Configure and build the platform
- Support the engagement, not just the tech
- Stay in until the client sees the win
A model that grows with you.
Three ways to partner with Matrix: the more you take on, the more you earn.
20%
recurring revenue
- Makes introduction
- Assists with relationship
- Matrix handles sales, implementation, support
35%
recurring revenue
- Participates in discovery
- Helps define workflow
- Participates in rollout
- Maintains client relationship
50%
recurring revenue
- Completed at least 2 partnered implementations
- Limited or no new development
- Handles most onboarding and configuration
- First line of support
Paid every month on active accounts. No caps, no clawbacks. Move up a tier whenever you're ready.
Fair questions. Straight answers.
What if my client leaves?
Your client relationship is always yours: we never touch it. Recurring revenue is tied to active accounts, so you earn as long as they stay. And because there's no bloated custom build to rip out, clients tend to stick.
What if I want to work with other platforms?
This partnership is non-exclusive. Keep advising however you like. The residual is purely upside on top of the work you're already doing.
What if I don't do tech implementation?
That's the point. You don't have to. You identify the problem and bring the client: we do every bit of the build, configuration, and support.
What if my client wants to build it themselves with AI?
It starts fast and stalls the moment the operation gets complex, which is exactly where we begin. The hard part isn't generating screens. It's the connected operational logic underneath. We already built that and proved it across dozens of businesses.
Most of what your client needs is already built.
Already built, for every client you bring
Customers · Jobs · Scheduling · Invoicing · Payments · Reporting · AI execution layer. The plumbing every operation needs, done.
Their edge. Your insight.
The part that makes each client different. You identify it, we build it. You never start from scratch, and neither do your clients.
AI that works inside your client's actual operation.
› Create an AC repair job for John Smith tomorrow at 10am, assign Mike as the tech, and text the customer a confirmation.
✓ Job created · Mike assigned · Calendar blocked · Confirmation sent
Runs on their data
Not a generic chatbot. The AI operates inside the client's own customers, jobs, invoices, and history, so every action is accurate and contextual.
Respects their rules
Permissions, roles, and approval flows are built in. The AI can't do anything the business hasn't authorized. If it can't act safely, it won't.
Fits their workflow
Because the platform is configured to how they run, the AI speaks their language: their stages, their terms, their process.
First client live in 4–6 weeks. After that, it gets faster.
- Week 1
Exploration
- Week 1
Initial config
- Weeks 2–5
Iteration & adjustments
- Week 6
Launch & learn
Once you've deployed once, the patterns carry over and the ramp shrinks. Going back to recommending off-the-shelf tools feels like going back to paper checks after direct deposit.
Pre-built foundation
23 years of real operational patterns already encoded. Customers, scheduling, invoicing, payments: none of it needs to be invented for your client.
Highly configurable
70+ features switch on or off. Roles, stages, automations, and terminology shaped to how your client actually works, without custom code.
AI built in, not bolted on
The AI layer is part of the platform from day one. The moment your client goes live, it's ready to act on their data and their workflow.
Ready when you are.
Getting started takes one conversation.
- 01
Onboarding call
Tell us about your practice and the kinds of clients you work with.
- 02
Partner setup
We get you set up in the system and walk you through the platform.
- 03
Bring your first client
Identify the workflow that's costing your client time or money.
- 04
We build. You earn.
Client goes live in weeks. Your recurring revenue starts.