Focus:

• Agencies focus on the execution of their services (ads, content, SEO)
• A fractional CMO focuses on strategy across all marketing

Bias:

• Agencies are incentivized to sell more services
• Fractional CMO has no services to upsell (unbiased recommendations)

Relationship:

• Agencies execute tactics
• A fractional CMO serves as your strategic marketing leader

Oversight:

• A fractional CMO can oversee your agency’s work
• Ensures they’re focused on the right priorities
• Holds them accountable to results

Best Combination:

• Fractional CMO for strategy + Agency for execution
• Or Fractional CMO + my specialist network for both

The Fractional CMO:
→ Provides strategic direction to your marketing director
→ Coaches and develops their skills
→ Helps them prioritize and execute effectively
→ Gives them the executive-level support they need

Your Marketing Director:
→ Executes the strategy
→ Manages day-to-day tactical work
→ Reports to Fractional CMO on progress and challenges

This model works well because:
→ Your director gets strategic guidance they might be missing
→ You get executive-level oversight without managing marketing yourself
→ Marketing director develops and grows in their role
→ Clear accountability chain: Director → Fractional CMO → CEO

Many of my best partnerships involve working alongside capable marketing directors who just need strategic direction.

After the initial 12-month commitment, you have options:

Option 1: Continue Month-to-Month

• Most clients continue because the partnership is working
• 30-day notice for cancellation
• No long-term lock-in
• Flexibility to adjust scope as needed

Option 2: Transition to a Different Model

• Scale down to quarterly strategic check-ins
• Move to project-based support
• Transition entirely to internal team (if you’ve built capacity)

Option 3: End the Partnership

• 30-day notice required
• We’ll do a proper handoff to your team
• You keep all documentation, playbooks, and systems
• I’m available for future questions (within reason)

Why 12-month minimum:

• Strategic marketing changes take 90-120 days to show results
• First 90 days: diagnostic, foundation, quick wins
• Second 90 days: systematic implementation, measurement, and analysis
• Next 6 months optimization, tweaking, and amplification of working systems
• 12 months gives enough time to see real impact

Most partnerships continue beyond 12 months because:

• Momentum is building
• Systems are working
• Ongoing optimization produces continued improvement
• The cost of keeping strategic leadership is lower than the cost of losing momentum

Honest answer: No. And you should be skeptical of anyone who does.

Here’s why I can’t guarantee “10X your revenue” or similar claims:

• Results depend on your implementation (I guide, you execute)
• Market conditions vary by industry and timing
• Your team’s capacity and capability matter
• Budget allocation affects the speed and scale of results

What I CAN guarantee:

• You’ll know exactly what’s broken and why (diagnostic clarity)
• You’ll have a clear, prioritized roadmap (no confusion)
• You’ll have accountability to execute (regular check-ins)
• You’ll measure what matters (metrics that connect to revenue)
• You’ll stop wasting money on ineffective tactics (immediate cost savings)

What clients typically achieve (based on our work together):

• 20-40% improvement in marketing ROI within 6-12 months
• $50K-$200K+ in eliminated wasteful spending
• Improved conversion rates across funnels
• Systematic, predictable lead generation
• Reduced founder dependency

But these results require:

• Your commitment to implement
• Budget allocation for execution
• Team capacity and capability
• Leadership support and patience

This is a partnership. I bring strategy, guidance, and accountability. You bring implementation, budget, and commitment. Together, we produce results. 

First 90 Days:
If you’re not seeing the value or progress you expected in the first 90 days, let’s talk immediately. We’ll:

• Review what’s working and what’s not
• Adjust approach if needed
• Clarify expectations and deliverables
• Determine if the partnership makes sense to continue

I want you to be confident that this is working. Open communication is critical.

After 90 Days:
If the partnership isn’t delivering value:

• 30-day notice ends the relationship
• No penalties or complicated exit process
• You keep all documentation and systems we’ve built
• I’ll help transition to your team or a replacement

What typically causes dissatisfaction:

• Lack of implementation on your end (strategy without execution doesn’t work)
• Insufficient budget for execution (can’t implement recommendations)
• Leadership misalignment (CEO/Board not supportive of changes)
• Unrealistic timeline expectations (expecting results in 30 days)

To prevent this:

• We set clear expectations up front
• We define specific 90-day deliverables
• We track progress transparently
• We communicate openly about challenges

Most partnerships that start well continue successfully because we’ve aligned on goals, expectations, and commitment level from the beginning. 

Timeline depends on where you are in the process:

If you’ve completed Revenue Systems Diagnostic:

• Week 1-2: Proposal and scope discussion
• Week 3-4: Contract and onboarding
• Week 5: Active partnership begins

If you haven’t completed the diagnostic yet:

• Week 1: Exploratory call
• Week 2-3: Diagnostic session and report delivery
• Week 4-5: Proposal and scope discussion
• Week 6-7: Contract and onboarding
• Week 8: Active partnership begins

Typical timeline from first contact to active partnership: 4-8 weeks

Current availability:

• I work with 3-4 Fractional CMO clients maximum at a time
• I typically have 1-2 spots available per quarter
• If I’m at capacity, I can waitlist you or refer you to other qualified consultants

To get started:

• Schedule an exploratory call to discuss your situation
• I’ll let you know my current availability
• We’ll map out a timeline that works for both of us

Note: I prioritize quality over quantity. I’d rather work with 3 clients exceptionally well than 10 clients poorly.

The strategic framework is industry-agnostic, but I focus on service-based organizations:

Industries I work with:

• Healthcare systems and medical practices
• Professional services (legal, accounting, consulting)
• B2B training and education companies
• Technology and SaaS (service-focused)
• Business consulting

Why industry matters less than you think:

• Strategic marketing failures (poor metrics, conversion blockers, founder dependency) show up in every industry
• The diagnostic questions are universal
• The systems approach transcends industry specifics

Why service-based focus matters:

• Longer sales cycles (relationship-building vs. transactional)
• Higher customer lifetime value
• Different attribution models than e-commerce
• Trust and credibility-driven buying decisions

If your industry has unique compliance, regulatory, or operational requirements:

• We’ll address those in the diagnostic and strategy
• I’ll research industry-specific considerations
• I can connect you with industry-specific specialists if needed

The core question: Do you need strategic marketing leadership for a service-based business? If yes, the industry is less important than the business model.