
Fractional CMO Services for
B2B SaaS and Services businesses

Recurring Monthly Engagements
Fractional Chief Marketing Officer Package
About 10 hours per week inside your organization to accomplish the below:
✓ Build out a comprehensive marketing strategy
✓ Establish KPIs and reporting so you will know what’s producing results, and what isn’t
✓ Define positioning and messaging
✓ Build your marketing machine (demand gen, content, thought leadership)
✓ Deliver Marketing & Sales Systems Map after the first 30 days
✓ Create systems and processes for your team to follow
✓ Help select marketing technology to implement
✓ Partner with your Sales leader to close any gaps
✓ Work on special projects like a new website, rebrand or product launch
✓ Partner with HR to hire, train and evaluate vendors, employees and contractors.
✓ Quarterly Planning calls led quarterly, Sprint Planning and Review calls led weekly, and Daily check-ins with the team
✓ Unlimited Slack communication
✓ 3-month minimum commitment (short- or long-term, high-energy and impact)
This service is a good fit for you if:
✓ Your business’s revenue is at least $1M annually or you are funded
✓ You don’t need a full time marketing executive, but you do need a leader to create a marketing strategy and ensure it gets executed
✓ Your marketing team needs a lot of guidance and oversight
✓ You have no marketing team and need me to help build one (FTEs or contractors)
Marketing Advisor Package
If you have already worked with me to build a marketing strategy, I can advise your team and keep the marketing department and strategy on track:
✓ A Fractional CMO leading your team as a strategic advisor 2-3 hours per week
✓ Available after at least one 90-day sprint with the Fractional CMO Package or a Half-Day Consultative Strategy Session
✓ Quarterly Planning calls quarterly, Sprint Planning calls led twice-monthly
✓ Grow long-term guidance from an experienced marketing executive with the least financial risk
✓ Unlimited Slack communication
✓ 6-month minimum commitment
This service is a good fit for you if:
✓ Your marketing team is now a machine after a few months of our Fractional CMO Package, and your team needs minimum support.
✓ You have a good marketing strategy and team, and need a marketing leader to keep the team on track, adjust priorities and advise on upcoming campaigns.
✓ You just need an experienced leader who has “been there, done that” to bounce ideas off of and receive quick guidance (prior services not required in this case).
One-Time Audits and Engagements
Comprehensive Marketing Audit & Strategy
Over a 6-week time frame, I will do a complete audit of your marketing activities, strategy and team, provide a comprehensive go-forward marketing strategy along with recommended fixes for your existing infrastructure.
Comprehensive audit of:
✓ All paid ads accounts (Google, Bing, Facebook Ads, Linkedin Ads, etc)
✓ Existing marketing agencies
✓ Existing marketing contractors
✓ Existing marketing team members
✓ Any content that is in use including:
✓ Website
✓ Current ads
✓ E-mail newsletters
✓ Any long form content like case studies, e-books, guides, webinar slides
✓ Sales deck
✓ SEO review
✓ Marketing and sales funnel and process
✓ Overarching data / KPI reporting
✓ Marketing automation setup review
✓ Marketing technology review
✓ Marketing process review
✓ Competitor battle card review
Deliverables include:
A list of recommendations including:
✓ Paid search Campaign & keyword expansion recommendations
✓ Paid social audience expansion/targeting recommendations
✓ Replacement marketing agency recommendations
✓ Replacement marketing contractor recommendations / job postings included
✓ One-time contractor recommendations for any data connection/reporting needs
✓ High level recommendations on positioning and messaging changes
✓ Recommendations on improvements to SEO & a go-forward plan
✓ Reporting recommendations and sketch of ideal dashboard
✓ Recommendations on sales process fixes
✓ Recommendations on Marketing Automation/CRM technical fixes and nurture sequences
✓ Competitor battle card updates
In addition to the recommendations above based on the marketing audit of current state, the following will also be produced:
✓ Build a comprehensive marketing strategy
✓ Define positioning/messaging
✓ Additional budget allocation or adjustments
✓ Additional marketing channel recommendations
✓ Recommended marketing activity calendar
✓ Additional technology recommendations
✓ Marketing and sales systems map (process of how a lead enters your database and everything that should happen after that)
✓ Recommended systems to create for different marketing processes
This service is a good fit for you if:
✓ Your business’s revenue is at least $1M annually or you are funded
✓ You have been doing some marketing, have some contractors in place or an FTE, and don’t know if what you’re doing is effective.
✓ You have been doing some marketing, and don’t know the best way to scale the marketing spend or team, what resources you need, and what priority order you should work in.
✓ You want to make an investment into the future of your marketing and want to work with someone who has done it before.
✓ You want a more comprehensive marketing strategy for your team to work against.
Half-Day Consultative Strategy Session
In this 4-hour session, I will dive into your current marketing strategy and team, and provide clear direction on what needs to be improved to reach your goals:
✓ 4-5 hour Strategy Session for your team to focus and build your marketing strategy. Custom based on your company’s needs
✓ 14-to-7-day preparatory period via email correspondence
✓ Delivery includes immediate marketing punch list, list of blindspots, marketing campaigns for next 1-6 months and a Functional Marketing® Systems Map
This service is a good fit for you if:
✓ Your business’s revenue is at least $1M annually or you are funded
✓ You have a strong marketing team in place, but you need a fresh set of eyes to deliver an updated strategy
✓ You’d like to see what it’s like working with me before committing to a monthly engagement

Get the Marketing Expertise You Need to Grow Your B2B Company Profitably
Delegate your marketing strategy and results to an expert to see increased demand, ROI and revenue on your marketing efforts.