Be THE ONE Your Clients Call First!

Are you trying to help your clients understand business value but feel out of your comfort zone?

Are you giving away 1-3 hours of your time to help clients uncover and solve business challenges?

Are you using spreadsheets, or in-house tools, but still have to explain why your client’s business is not worth more?

Business Valuation Can Be Complicated

Strategic Value Icon

Strategic Value

Understand how dynamics such as barriers to entry, regulatory requirements, economic impacts, and technological changes within your operating environment affect the value of your business.
Discover what the impacts of competition, market share, and product substitution are on your business value.
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Organizational Value Icon

Organizational Value

Review your company’s culture and internal communication, systems, and processes, and their impact on value.
The culture of your company, although intangible, can undermine progress or propel the company forward.
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Employee Value Icon

Employee Value

Evaluate the strength of your employees and management team and their effect on your business value.
If there is a disproportionate amount of revenue generation, client relationship management and leadership concentrated in one or two individuals, this could hurt the value of your business.
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Customer Value Icon

Customer Value

Appraise the health of your customer base.
Knowing how satisfied your customers are with your products and services will help you understand their loyalty, their purchasing patterns and their impact on your company’s value.
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Financial Value Icon

Financial Value

Revenue growth and profitability impact the value of your company.
Find out the impact on your business value of financial controls and a good budgeting process.
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Environment, Social, and Governance Value Icon

ESG Value

There is a growing recognition that Environmental, Social and Governance integration is a fundamental part of doing business.
Understand how the environmental, social, and governance programs your company has in place affects your business value.
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In Just 10 Minutes Of Your Time And 30 Minutes Of Your Client’s Time, The Quist Insights™ Tool...

Simplifies The Business Valuation Process

Gives You A 10-20 Page Action Plan To Guide Your Clients

Provides An Estimate Of Value

Explains How To Close Their Value Gap And Increase Their Overall Value

Become the trusted expert your client calls first for future explanations, accountability check-ins, and brainstorming.

What Our Partners Have to Say

Partners Who Recommend This Tool Find That Clients

Communicate with them on a more frequent basis about changes and strategies in their business

Are better educated about their business and how to increase their value

Have more realistic expectations of their business value

Are better prepared and ready for your advanced services sooner

Which Partner Level Is Right For You?

Tier 1

  • Your Logo On Every Client Report
  • Order Tracking Dashboard
  • Ability To Review Client Report
  • Email Collateral
  • Oboarding Call To Help You Optimize Leads And Understand Report Details
  • Partner Token To Link
  • Email And Phone Support (M-F 8AM - 5PM MST)
  • One Time Setup Fee Of $500
  • Pricing Discounts Available Upon Volume Thresholds

Tier 2

  • Your Logo On Every Client Report
  • Order Tracking Dashboard
  • Ability To Review Client Report
  • Email Collateral
  • Oboarding Call To Help You Optimize Leads And Understand Report Details
  • Partner Token To Link
  • Email And Phone Support (M-F 8AM - 5PM MST)
  • Customizations Available Upon Request
  • 3 Strategy Sessions At 7 Days, 30 Days & 60 Days
  • One Time Setup Fee Of $1000
  • Pricing Discounts Available Upon Volume Thresholds

Which Partner Level Is Right For You?

TIER 1 TIER 2
Your Logo On Every Client Report
Order Tracking Dashboard
Ability To Review Client Report
Email Collateral
Onboarding Call To Help You Optimize Leads And Understand Report Details
Partner Token To Link Your Clients To Your Quist Insights Packages
Email And Phone Support (M-F 8AM - 5PM MST)
Co-Branded Landing Page With Your Logo customizations available upon request
Strategy Session 3 Strategy Sessions At
7 Days, 30 Days & 60 Days
One Time Setup Fee $500 $1000
Pricing Discounts Available Upon Volume Thresholds Available Upon Volume Thresholds

Get Started In 3 Easy Steps

STEP 1

Fill Out The Form

Select your partner level (we’ll be in touch with you within 24 hours)

STEP 1

STEP 2

Onboarding

Submit your company logo and schedule your 30 minute onboarding session.

STEP 2

STEP 3

Start Generating Revenue

Email your clients your partner link to Quist Insights and track orders on your partner dashboard .
(Tier 1 and 2)

Direct clients to your co-branded landing page.
(Tier 2)
VIEW SAMPLE CO-BRANDED PAGE
STEP 3

We Make Sure You're Successful

Partners enjoy strategy sessions to make sure you are getting the leads you want and your integration is running smoothly.

We even help with your sales talk track.

Become A Partner Today!

Complete the form below or call us directly at 720-571-0587.

We’ll get back to you within 24 hours to discuss how you can use Quist Insights™ to provide more value to your clients.

  • What level of partnership are you interested in?