Now with Method AI

Grow your advisory practice with the
Method Partner Program

Help your clients simplify operations while building a recurring revenue stream for your business.

Book a live demo for your chance to win Apple AirPods

When you book a live demo with our team, you’re automatically entered for a chance to win a pair of Apple AirPods. Plus, complete your demo at Booth #17 and spin to win up to $100 in Amazon gift cards.

Why Partner with Method?

Discover the tools, support, and revenue opportunities designed to help you and your clients succeed.

Client empowerment

Help clients simplify operations and scale with a CRM that adapts to how they actually work, not the other way around.

New revenue streams

Referral commission is just the start. 
Firms build real revenue delivering implementation, customization, and ongoing workflow support to their clients.

Training & product updates

Access exclusive training, webinars, and early updates on new features, including Method AI, to stay ahead.

Co-marketing support

Access co-branded materials and marketing resources to promote your services and grow your business.

Dedicated partner support

Receive ongoing guidance from a dedicated partner manager to support you and your clients.

Partner trial account

Get hands-on experience with Method before demoing it to clients.

Book a live 1:1 demo for your chance to win!

Book your live 1:1 demo at booth #17 and get a chance to win Apple AirPods. Plus, complete your demo and spin to win up to $100 in Amazon gift cards.