What business owners expect from you now
A business owner who consults you wants to know, every month, where they stand: revenue per client, margin, payments, projects in progress, cash three months out. They also want one place where their quotes, projects, documents and invoices come together, rather than three programs and a spreadsheet. And they expect an answer from those who support them, not a software vendor's address.
Many advisers answer with a dashboard placed on top of the accounts or a tracking template. It is useful, but it covers neither quotes, nor projects, nor clients, nor documents: the owner keeps living in several tools. Steering starts upstream of the accounting figures.
Stratedge OS is built for that: projects, clients, documents, tracking of imported quotes and invoices, indicators and AI agents in a single space, hosted in Europe. It does not issue invoices: issuing stays in the owner's invoicing tool; Stratedge OS imports, dates, links and tracks.
What you gain, and what we do not do
An answer to a request your clients make anyway, and better-organised business owners: documents filed, quotes and invoices tracked, numbers available when you need them. And recurring remuneration, calculated on cash collected, reported on the 1st and paid on the 10th of each month, or an equivalent discount for your clients when your rules require it.
What we do not do: access a client's data without their written consent, impose exclusivity or a quota, bill your clients above the site's public prices, or ask the partner a technical question.
Compatibility with each profession's conduct rules is checked before signing, and we write it into the agreement. A partner who cannot receive a commission gets exactly the same programme, with the discount instead.
How the programme works
A 30-minute video call with the partnerships director to scope the business owners you support and your professional conduct constraints, then a partnership agreement with no exclusivity and no volume commitment. You choose between remuneration and a discount for your clients.
Within eight days, a space under your name: your introduced clients, the status of their subscriptions, your commissions or the discounts granted, and ready-to-send material. Every introduced client receives the Express Diagnostic free of charge and a demo; the agency does the set-up, the training and the support within 24 to 48 working hours.
One webinar a quarter, prepared and hosted with you for your clients, on a topic that concerns them: monthly steering, AI in the company, preparing a handover. It is often the moment when business owners ask on their own to be equipped.