Accepting new audits — Accepting new growth partners

A Fractional CMO for SaaS embedded in your leadership team.

A veteran growth leader joins your executive team to align your marketing strategy with MRR and ARR growth, build your go-to-market playbook, and manage your execution team.

✓A clear go-to-market playbook A defined Ideal Customer Profile, core messaging hierarchy, and prioritized acquisition channels to guide your team.
✓A structured 90-day roadmap A phased execution plan that bridges the gap between high-level strategy and daily marketing tasks.
✓An aligned marketing and sales engine Formalized lead-scoring criteria, shared pipeline targets, and RevOps dashboards tracking CAC and LTV.

EngagementMonthly retainer

FormatEmbedded + Slack + Zoom

Book your kickoff

30 minutes with a senior operator

Free

[PLACEHOLDER: HubSpot calendar]

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

A predictable go-to-market playbook

Define your ICP and core messaging hierarchy. We map your customer lifecycle and build playbooks for product adoption, onboarding optimization, and retention campaigns.

ICP and messaging framework documented

Outcome 2

RevOps dashboards your board will trust

We set up analytics dashboards tracking SaaS-specific growth metrics—including CAC, LTV, MRR, ARR, and payback periods—so you can report performance directly to investors.

SaaS growth metrics tracked in real time

Outcome 3

An aligned marketing and sales pipeline

We establish a formal Service Level Agreement (SLA) with clear hand-off rules, lead-scoring criteria, and shared pipeline targets to end the friction between teams.

Marketing-sales SLA implemented

Our four-phase onboarding.

We don't bill by the hour. We embed inside your leadership team to build repeatable execution loops and document SOPs. Here is how we structure the first four months and beyond.

1

Weeks 1–4

Audit, systems access, and discovery

We secure access to your marketing tools, interview your internal team and sales reps, analyze historical performance, and map your existing funnel to find immediate quick wins.

Comprehensive marketing auditFunnel mapping & quick winsTeam & sales rep interviewsHistorical performance analysis

2

Weeks 5–8

GTM strategy, ICP alignment, and 90-day planning

We lead workshops with founders and executive stakeholders to define a tighter Ideal Customer Profile, refine product positioning, clean up tracking gaps, and build a 90-day growth roadmap.

ICP & positioning framework90-day growth roadmapTracking gap remediationStakeholder workshops

3

Weeks 9–12

Campaign launch and quick-win optimization

We shift from planning to tactical deployment, prioritizing high-impact, low-effort changes like pausing underperforming campaigns, optimizing copy, and launching initial channel experiments.

Campaign optimizationLanding page copy updatesCore attribution dashboardInitial channel experiments

4

Months 4+

Team building, documentation, and growth sprints

We focus on building repeatable execution loops, documenting SOPs, hiring internal marketing resources, and managing the transition when you are ready to hire a permanent, full-time CMO.

Hiring roadmap & scorecardsSOP & process documentationRepeatable growth sprintsPermanent CMO transition plan

Built for SaaS scale.

9

Core deliverables

From audits to hiring roadmaps

90-day

Operational roadmap

Phased execution plan

100%

Senior leadership

Veteran operators only

1

Shared pipeline

Marketing and sales aligned

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff

Zoom · recorded · senior operator on the line

Free

[PLACEHOLDER: HubSpot calendar]

Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

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Replies from a senior operator, never an SDR.

Questions, briefly answered.

A fractional CMO provides strategic leadership, team management, and go-to-market playbook setup on a part-time basis. They align your marketing strategy directly to MRR and ARR growth, build your positioning framework, optimize acquisition costs, and manage your execution team or external agencies.