A Clear Picture of Your Money
Goal: quickly figure out where you're losing money and what to tackle first.
Includes:
1. Upfront data collection (questionnaire + access/screenshots per checklist).
2. Current funnel review: stages, conversions, drop-off points, reasons behind "leads but no sales."
3. Marketing economics based on current data: CPL, CAC, ROMI/ROI (within available figures), hypotheses on channel margins.
4. Audit of the marketing-to-sales handoff: response speed, follow-up, CRM statuses, qualification, and top-level scripts.
5. Analysis of contractors/channels: what's being done, what's not, and where quality control is missing.
6. Written report: 10-15 priorities + a 30-day plan (what to do, in what order, and who's responsible).
7. A call to walk through the findings + Q&A.
Not included: setting up ads, landing pages, analytics, CRM. "Doing it for you" and day-to-day hands-on management.
Goal: manageable marketing and sales through data and quality control, without hands-on execution.
Everything in Growth Diagnostic (in a lighter format), plus:
1. Reporting: a scorecard (10-20 metrics), rules for tracking leads/sales, and a weekly report.
2. Funnel and KPIs: target conversion rates, reasons for lost deals, and lead-handling standards.
3. 30-90 day plan: priorities, growth hypotheses, what we're testing and why.
4. Contractor management: tasks, KPIs, sign-off, results review, and adjustments.
5. Execution oversight: who's doing what, deadlines, bottlenecks.
6. 2-4 calls per month + async questions between calls.
Not included: hands-on implementation (ad accounts, creatives, websites, CRM, analytics).
Client provides: the people who do the work (your in-house team or contractors).
Goal: build and launch a manageable growth system together with your team.
Everything in Fractional CMO, plus:
1. Deeper diagnostic: unit economics, ICP, positioning, sales, current contractors.
2. 90-day Growth Roadmap: channel launch sequence, budgets, KPIs.
3. Marketing & Sales architecture: CRM requirements and lead handoff rules.
4. Launching acquisition: ads, landing pages, tracking, CRM.
5. Managing channels by CPL, CAC, and revenue: what to scale, what to cut.
6. Growth from your existing customers: reactivation, cross-sell, upsell.
7. Weekly working calls instead of 2-4 per month.
Execution: your team or mine; specialist work is billed separately.
Not included: ad spend, contractor fees, and running your entire marketing department (that's Operating CMO).
Goal: not just management, but organizing execution and following through to results.
Everything in Growth CMO, plus:
1. An operating system for marketing: rhythms, planning, and accountability.
2. Rebuilding the sales process: qualification rules, statuses, handling oversight.
3. Day-to-day leadership of your marketing team and contractors: tasks, deadlines, sign-off, removing blockers.
4. Quality control of creatives and landing pages, plus a testing plan.
5. Team building: hiring key marketing, sales, and analytics roles.
6. Ad-hoc syncs whenever needed, on top of weekly calls.
Not included (so there are no surprises): I don't act as the media buyer, designer, or developer myself, but I organize and oversee the people who do.
After the consultation, you'll get 2 special tools that are genuinely useful for your business