1
Firm
Profile
2
Insurance
Verification
3
Commercial
Agreements
4
Payment
Setup
5
You're
Active
Step 1 of 4
Tell us about your firm
This information will appear on all SOW documents and client-facing deliverables generated through your OpsAlign license. Keep it precise — this is how your clients will see you.
Required for 1099 reporting. Format: XX-XXXXXXX
Defaults to your firm's state above. Override only if your client contracts (MSA/SOW) should be governed by a different state's law.
Questions? info@itomac.com · Takes about 5 minutes
Step 2 of 4
Insurance verification
OpsAlign consultant partners are required to carry active Errors & Omissions (E&O) insurance. This protects both your clients and the integrity of the OpsAlign methodology.
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Why we require this: As a licensed OpsAlign consultant, you are delivering professional advisory services using our methodology. E&O coverage ensures that if a client claims your advice caused them harm, both you and they are protected. ITOMAC Inc. reserves the right to request a current certificate of insurance at any time.
I confirm active E&O insurance coverage
My firm currently carries active Errors & Omissions (Professional Liability) insurance and I agree to maintain this coverage for the duration of my OpsAlign consultant license.
Note: Policy details are self-reported at onboarding. ITOMAC Inc. may request a current ACORD 25 certificate of insurance before your first client assessment is activated, and at any point during your active license period.
Step 3 of 4
Commercial agreements
Three commitments govern the commercial relationship between your firm and ITOMAC Inc. Each requires a separate, explicit acknowledgment. Read each carefully before checking.
SOW Revenue Share
10% return on OpsAlign-generated SOW work
I agree that 10% of all project revenue generated from Statements of Work (SOWs) that originate from OpsAlign platform findings or referrals will be remitted to ITOMAC Inc. within 30 days of my firm receiving cleared client payment. This applies to all SOW engagements where the OpsAlign assessment was the primary or contributing basis for the project scope.
License Commission
$5,000 commission on OpsAlign annual licenses sold
When you sell an OpsAlign annual license to a client, ITOMAC Inc. pays you a $5,000 commission (one-third of the $15,000 annual license fee) within 30 days of ITOMAC receiving cleared payment from the licensee. If the license price changes, your commission remains one-third (33.3%) of the then-current annual license fee. I am not permitted to represent myself as an employee or agent of ITOMAC Inc. in any sales capacity.
Platform Terms
OpsAlign Consultant Licensee Agreement
I have read and agree to the OpsAlign Consultant Licensee Agreement, including the acceptable use policy, data handling requirements, IP ownership terms, liability limitations, and termination provisions. I understand that my license may be revoked for material breach of these terms.
By proceeding, you confirm that you have authority to enter into these agreements on behalf of your firm, and that the information provided throughout this onboarding is accurate and complete.
Step 4 of 4
Payment setup
Secure your charter consultant rate. Your card is stored securely — but you won't be charged until you onboard your first client.
🎯
No charge today — billing activates with your first client
We take your payment details now to reserve your charter rate, but your subscription doesn't start until the moment you create your first client organization in the portal. At that point, your billing cycle begins. We'll send you a reminder at 60 days if you haven't launched your first assessment — so your card stays valid when you need it.
Monthly
$500
per month · cancel anytime
Charter consultant license includes
Unlimited client assessments across all 15 IT operations domains
White-label SOW output — your firm name and address on all documents
Partner dashboard — single view of all your active clients
AI-powered narrative reports and PPTX exports for client delivery
$5,000 commission on any full OpsAlign annual license you sell
Charter rate locked for 24 months — price will not increase while you remain active
On the next step you'll enter your card on a secure page hosted directly by Stripe — OpsAlign never sees or stores your card details. Your card is saved for future billing only; nothing is charged today.
Secured by Stripe · 256-bit encryption · PCI DSS compliant · Card stored for future billing only
Your card will not be charged today.
Billing begins when your first client organization is created in your portal.
You're in, Partner.
Your OpsAlign charter consultant license is active. Your billing starts when you create your first client — so let's get you there.
Firm
License tier
Charter Consultant
Billing plan
Monthly · $500/mo
First charge
On first client
Your next steps
What to expect: A welcome email is on its way to your inbox with your login credentials, partner agreement PDF, and a quick-start guide. If you don't see it within 5 minutes, check your spam folder or email info@itomac.com.