How we work

A straightforward process, built for B2B.

No mystery, no endless discovery phases. We get to know your business, build the plan, and start executing — usually inside the first month.

The four steps

Diagnose first. Prescribe second.

Step 01 — Week 1–2

Discovery

We learn your business, your buyers, your competitors, and your sales process. This usually takes one to two weeks.

What happens
  • ›Stakeholder interviews with sales and leadership
  • ›Website, search and channel audit
  • ›Competitor and category review
  • ›Review of what has already been tried
Step 02 — Week 3–4

Strategy

We build a marketing plan tied to your revenue goals. Clear priorities, realistic budgets, and defined metrics.

What happens
  • ›Positioning and messaging direction
  • ›Channel plan with budget allocation
  • ›A phased 90–120 day focus
  • ›Defined metrics and reporting cadence
Step 03 — Ongoing

Execution

We work alongside your team to implement the plan. Content, campaigns, website updates, ads, and email.

What happens
  • ›Content and campaign production
  • ›Website and landing page changes
  • ›Ad and email deployment
  • ›Weekly working calls with your team
Step 04 — Monthly

Measure & adjust

Regular reporting and honest conversations about what's working. We adjust the plan based on real data, not hunches.

What happens
  • ›Monthly dashboard and review
  • ›Quarterly plan adjustments
  • ›Reallocation toward what is converting
  • ›Clear recommendations on what to stop
What we expect from you

This works when both sides show up.

Fractional CMO work is collaborative by design. The engagements that produce results have three things in common.

  • 01
    Access to the people who know

    Thirty minutes with your best salesperson is worth more than a week of desk research.

  • 02
    A decision-maker on the call

    Someone who can approve a direction, not just relay it upward.

  • 03
    Patience for one full quarter

    B2B sales cycles are long. Ninety days is the minimum honest read on whether the plan is working.

Reviewing marketing performance

Start with discovery.

The first call costs nothing and ends with an honest read on where your marketing stands.

Schedule your free strategy call →
Keep reading

More on how we work

Fractional CMO
What a fractional CMO actually does→
Services
The full service list→
Industries
Industries we know well→