Leadership
Fractional CMO
Executive-level marketing leadership without the full-time salary. Your Fractional CMO embeds with your team to build the strategic foundation that connects every marketing dollar to revenue outcomes. We don't just advise — we lead.
What's Included
- Go-to-market roadmap built from closed-won deal data
- Marketing-sales alignment audit and implementation
- KPI framework tied to pipeline and revenue metrics
- Board-ready reporting and investor-grade narratives
- Marketing team hiring, structure, and vendor management
- Weekly strategic calls + monthly executive reviews
- Budget allocation strategy and spend optimization
How It Works
1
Sales Team Discovery — We interview your sales team to understand objections, deal cycles, who buys, and why deals die.
2
Data Reverse-Engineering — We analyze CRM data to build the GTM roadmap from what actually closes, not assumptions.
3
90-Day Execution Plan — Strategy, KPIs, and quick wins prioritized by revenue impact.
4
Ongoing Leadership — Embedded weekly cadence with your team, monthly board reporting, and continuous optimization.
Ideal for: Post-Series A SaaS, professional services firms, PE-backed companies needing strategic marketing leadership without a full-time CMO hire.
Operations
RevOps & Pipeline
Your CRM isn't a contact database — it's a revenue engine. We build the operational infrastructure that turns marketing activity into attributed pipeline, with real-time dashboards your entire leadership team can trust.
What's Included
- CRM audit and architecture redesign (HubSpot, Salesforce)
- Lead scoring models based on actual conversion data
- Marketing-to-sales handoff automation and SLAs
- Multi-touch attribution modeling and reporting
- Real-time pipeline dashboards for leadership
- Deal velocity analysis and stage optimization
- Data hygiene protocols and ongoing governance
How It Works
1
CRM & Data Audit — We map your current funnel, identify data gaps, and benchmark conversion rates at every stage.
2
Architecture Build — Lead scoring, lifecycle stages, and attribution models designed around your actual sales process.
3
Automation & SLAs — Handoff workflows, routing rules, and sales-marketing SLAs that eliminate dropped leads.
4
Dashboard Deployment — Real-time reporting that shows pipeline by source, velocity, and revenue impact.
Ideal for: Companies with >500 contacts in CRM, multiple lead sources, and no clear attribution between marketing spend and pipeline.
Visibility
GEO + SEO Sprint
Traditional SEO is table stakes. GEO (Generative Engine Optimization) ensures your brand is cited by ChatGPT, Perplexity, Gemini, and every AI tool your buyers already use. We deliver both in a focused 90-day sprint.
What's Included
- AI search visibility audit (ChatGPT, Perplexity, Gemini)
- Technical SEO audit and remediation
- Structured data and schema markup implementation
- Content gap analysis for AI citation opportunities
- 15–25 optimized pages in 90 days
- AI-friendly content formatting and entity optimization
- Monthly visibility tracking across AI + traditional search
How It Works
1
Dual Audit — Simultaneous audit of traditional search rankings and AI search citations for your brand and competitors.
2
Sprint Planning — Prioritized content roadmap targeting highest-impact keywords and AI citation gaps.
3
90-Day Execution — Content creation, technical fixes, and structured data implementation at sprint pace.
4
Measurement — Track rankings, AI citations, organic traffic, and pipeline from search.
Ideal for: B2B companies not appearing in AI search results, or those with declining organic traffic needing a rapid visibility boost.
Content
Content / SEO / Video
Content that starts with your closed-won deals, not a keyword spreadsheet. Every piece is engineered to move prospects through your actual buying journey — from awareness to signed contract.
What's Included
- Content strategy built from sales call transcripts and CRM data
- Thought leadership articles and executive ghostwriting
- Case studies and customer success stories
- Video content (testimonials, explainers, social clips)
- SEO-optimized blog posts and pillar pages
- Email nurture sequences aligned to buyer journey
- Content performance tracking and optimization
How It Works
1
Sales Intelligence Extraction — We mine your sales calls, closed-won data, and objection patterns for content themes.
2
Editorial Calendar — Monthly content plan mapped to buyer journey stages and pipeline goals.
3
Production — Writing, video production, design, and SEO optimization on a consistent publishing cadence.
4
Distribution & Measurement — Multi-channel distribution and attribution tracking to pipeline.
Ideal for: Companies producing content that generates traffic but not leads, or those with no content engine at all.
Targeting
Account-Based Marketing
Named accounts, personalized messaging, multi-channel orchestration. Our 90-day ABM pilot proves the model before you scale — targeting your highest-value accounts with the precision they deserve.
What's Included
- ICP refinement and target account list (25–100 accounts)
- Account intelligence research and buying committee mapping
- Personalized content per vertical and account tier
- Multi-channel orchestration (LinkedIn, email, direct mail, ads)
- SDR/BDR coordination and talking points
- Account engagement scoring and intent signals
- Weekly pipeline reviews with sales team
How It Works
1
Account Selection — ICP analysis, intent data, and sales input to build the target list.
2
Personalization — Custom messaging, content, and offers tailored to each account tier.
3
Multi-Channel Launch — Coordinated outreach across LinkedIn, email, ads, and direct mail.
4
90-Day Review — Account engagement analysis, pipeline attribution, and scale/iterate decision.
Ideal for: Companies with ACV >$50K, defined ICP, and a sales team ready to coordinate on named accounts.
Brand
Brand & Buyer Enablement
Your brand is your first sales conversation. We build the positioning, messaging, and sales materials that make prospects say "they get us" before they ever talk to your team.
What's Included
- Brand positioning and competitive differentiation
- Messaging framework (ICP, personas, value props)
- Sales deck and one-pager suite
- Proposal templates and battle cards
- Digital buyer experience design (website, landing pages)
- Brand guidelines and visual identity system
- Internal brand training for sales and customer success
How It Works
1
Discovery & Research — Stakeholder interviews, competitor audit, and win/loss analysis.
2
Positioning Framework — Core narrative, differentiation pillars, and persona-specific messaging.
3
Asset Creation — Sales deck, one-pagers, battle cards, and digital experience design.
4
Enablement Rollout — Training sessions, brand playbook, and adoption tracking.
Ideal for: Companies with inconsistent messaging, outdated sales materials, or entering new markets/verticals.
Start Here
Pipeline Diagnostic
Not sure where to start? Our Pipeline Diagnostic is a deep-dive assessment that reveals exactly where your marketing-to-revenue engine is leaking. You get a prioritized action plan — whether you work with us or not.
What's Included
- Marketing-sales alignment assessment (interviews + data)
- CRM and pipeline health audit
- Attribution gap analysis
- Content and channel performance review
- Competitive positioning analysis
- Technology stack evaluation
- Prioritized 90-day action plan with quick wins identified
How It Works
1
Stakeholder Interviews — CEO, sales leader, and marketing team to understand goals, friction, and history.
2
Data Deep-Dive — CRM data, analytics, and performance metrics across all channels.
3
Gap Analysis — Where pipeline is being lost, what's working, and what's missing.
4
Action Plan Delivery — Prioritized recommendations with estimated impact, delivered in a live workshop.
Ideal for: Any B2B company that suspects marketing isn't contributing to pipeline — this is the starting point.