Questions before the call.

A fractional CMO typically attends strategy sessions, reviews campaigns, and writes quarterly plans. I install working systems. By the time most fractional CMOs have finished their access audit, I’ve already shipped pipeline governance or attribution in your CRM.

The mechanical difference is V5. I own my own production infrastructure, so I plug into your stack on day one and run the optimization loops in the background. Most fractional CMOs do not.

Yes — about half my engagements are alongside an existing CRO or CMO. The work I install (pipeline governance, attribution, revenue rhythm, outbound rebuild) is typically what the CMO needs built so they can focus on strategy. I report to them, not around them.

No. The work I do assumes a working business with an addressable market you’ve validated. If you’re below $5M ARR, installing revenue operating discipline usually isn’t your biggest problem — finding product-market fit is. A fractional operator like me will cost more than they return at that stage.

The 30-day Diagnostic is fully refundable if you don’t proceed to an Install within 60 days. Fractional Retainers have a 3-month minimum; after that they run month-to-month. If month one of any engagement isn’t working, full refund on that month.

I keep this generous on purpose. If I’m the wrong operator for your business, I’d rather return the money than bill for a bad-fit engagement.

No. V5 is a gateway — it authenticates with your tools on your behalf, makes API calls, and returns responses. It maintains no mirror database of your CRM, your ad spend, or your analytics. When the engagement ends, OAuth connections detach cleanly and your data stays where it always was: in your tools.

You get a written playbook that documents every system I installed, how it’s configured, and the weekly rhythm your team needs to run. Your internal owner has been running the rhythm for at least 3 weeks by the time I leave. V5 integrations detach, your team keeps the dashboards and automations inside your tools, and I exit. If you want me to come back for a specific installation later, you buy it à la carte.

Between 4 and 6 active engagements, never more than 8. V5 makes this sustainable — most fractional operators cap around 3 because the operational work consumes their week. Mine runs in the background.

Typically 5–7 business days from signed SOW. Day 1 is the OAuth handshake across your tools. Day 7 is usually the first shipped system. I don’t run a multi-week onboarding process.

Four to six working systems installed inside your stack (pipeline governance, attribution, forecast accuracy, outbound, revenue rhythm are the most common). A written playbook your team can run. An internal owner who’s been running the weekly rhythm for at least 3 weeks with me in silent-observer mode.

Concretely, I also target two quantitative signals by day 91: forecast accuracy above 85% and marketing-sourced pipeline coverage of at least 2.5× the quarterly goal. Both are gameable in isolation — which is why we measure them together and inside the ICP segment, not across the whole pipeline.

Yes. Standard mutual NDA — I use a one-page template or sign yours, whichever is faster. Master agreements for multi-engagement clients. I don’t run an audit on your paperwork; I treat the agreement as a commitment to the engagement, not a negotiation theatre.

B2B SaaS — specifically workforce management, revenue operations, developer tools, vertical SaaS for enterprise, and AI-native infrastructure. Most of my experience is PE-backed and growth-stage (MacroFab Series C, TCP Software under Providence Equity, Tektronix as a $1.2B BU inside Fortive). I don’t work in consumer, fintech, or healthcare clinical-care.

No. Elias works with me on specific engagements where scope genuinely requires two senior operators. The intake makes it explicit when he’s on. When he isn’t, you’re working with me.