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Ready to Do More in 2024?Your Path to Lean Operations & Fat Revenues: Meet Your Sales Driven Fractional CMO

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What You Can Expect

Phase One
Discovery & Gap Analysis
We kick-off our engagement with a deep dive into your industry, competitors, and audience. During this time we secret shop, interview your best clients, chat 1:1 with key stakeholders, research 10-K's, analyze traffic, estimate your share of voice, and identify thought leaders in your space.
Phase One
Phase Two
Marketing & Brand Audit
When was the last time you updated your brand and messaging? Reality is, what worked for you as a startup might no longer resonate with your audience as you've matured in the industry. We'll analyze all your marketing collateral, social media, and value propositions to help identify disconnects.
Phase Two
Phase Three
CRM & Tech Stack Audit
During this phase we'll analyze your current CRM, tech stack such as your CMS, website structure, business automations, tracking and analytics in place, how effective your data collection methods are, and check for attribution issues. If needed, we're happy to recommend technology solutions and help support onboarding and adoption.
Phase Three
Phase Four
Buyer Journey Process Map
With input from all stakeholders in the organization we'll create the buyer journey process map to help identify opportunities for improvement. We'll detail the current sales funnel, handoff processes for marketing to sales, and work to identify disconnects in the journey that could negatively impact your conversions.
Phase Four
Phase Five
Revenue Analysis & Modeling
During this phase, we'll dive deep into mapping out your current product/service offerings, pricing strategies, profitability per category, customer acquisition costs (CAC), how you compare to competitors, and help identify opportunities for revenue expansion. We'll create a revenue model with these findings and create a forecast to help ensure marketing activities directly impact revenue.
Phase Five
Phase Six
Marketing Strategy & Playbook
We'll analyze all the data and analysis from our Discovery process to create a customized Marketing Strategy for your business. This in-depth step-by-step guide outlines your marketing strategy, key messaging, content creation protocols/process, promotion channels, KPIs, and guidelines for execution to ensure your team is fully aligned.
Phase Six
Phase Seven
Sales Strategy & Playbook
We'll review your current sales efforts and infastructure, interview your sales team, audit your sales processes and enablement tools, benchmark KPIs/OKRs against industry standards and compile our findings into a sales playbook. This in-depth guide outlines your sales strategy, handoff protocols, hierarchy of sales enablement tools, suggested training/resources, guidelines for quotas and compensation along with job descriptions for recruitment if needed.
Phase Seven
Phase Eight
Leadership & Ongoing Optimization
As they say, the only constant is change! During this phase we will adapt and pivot our strategies as needed with a close-eye on data and analytics to ensure the process is effective, scalable, and we're on track to meet our sales forecasts. As we focus on innovation, we may discuss changes to the org chart, new paid media initiatives, events, PR, thought leadership, and more.
Phase Eight

Customized Resources Created

We'll create in-depth playbooks with step-by-step guidelines for navigating each of the
key components of your GTM Strategy - Marketing, Sales, Client Success.

Who Is This a Good Fit For?

If you’re a business looking to…
  • break through a sales plateau and need new ideas and inspiration.
  • launch a new product or service, but looking to outsource your go to market strategy (GTM) as to not overwhelm your current internal staff.
  • kick-off an investment round and need support building our marketing assets, pitch decks, and investor outreach campaigns.
  • stop throwing $$$ at marketing without it directly impacting revenue.
  • purchase and/or sell another business and need a marketing opportunities audit as part of your due diligence process.
  • find a trusted growth partner. If you have a need that's not listed here. it's still worth a conversation.

Ready to Meet Your New CMO?

Heather Schuck, Fractional CMO/CRO

MBA, Advanced Business Strategy • CRO School • Enterprise GTM School • Frontline Sales Manager Training • Revenue Architecture • HubSpot Certified

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Frequently Asked Questions

Fractional services retainers are based on how many hours are allocated each week for your project. Our project sizes range from $3,000-$12,5000 depending on scope.

Ideally, you’ll commit to at least 6 months. This allows us enough time to build a strong foundation and optimize to ensure ongoing success. The minimum project length is 3 months.

Our Founder and Lead Strategist, Heather Schuck, will be your Fractional leader. No bait and switch here. 🙂

If you need help executing the marketing tasks, you have a couple of options. Your Fractional can complete them for you, you can hire our RevOps team, or we can help you train/recruit your internal team.

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