Fractional CMO Services and Strategic Growth Consulting
I provide senior-level marketing leadership and revenue strategy for organizations that need clarity, stronger performance, and scalable systems that support growth. My work integrates strategy, analytics, forecasting, and execution oversight so companies can compete more effectively, accelerate revenue, and move with confidence.
Strategic Leadership to Strengthen and Scale Your Business
I provide senior-level marketing leadership and growth strategy support designed to align teams, strengthen systems, and accelerate organizational performance.
Organizations hire me when they need:
A Fractional CMO to lead strategic planning, align teams, and drive accountable execution
A growth strategist to build a data-informed roadmap for predictable and scalable revenue
Expertise in brand positioning, go-to-market strategy, and meaningful competitive differentiation
Advanced capabilities in predictive analytics, KPI modeling, and multi-channel performance measurement
Support building marketing operations, automation workflows, and integrated CRM systems that scale
A partner who can translate executive goals into clear priorities and actionable growth plans
What I Deliver
I help organizations reduce complexity, strengthen operations, and build the marketing and revenue systems needed for sustainable growth.
Revenue Strategy and Performance Leadership
I develop data-driven marketing and revenue strategies that increase efficiency, strengthen market position, and improve results across acquisition, retention, and multi-channel customer lifecycle.
Predictive Analytics, KPI Modeling, and Optimization
I build KPI frameworks, forecasting models, and analytics dashboards that give leadership clear visibility into performance, ROI, and opportunities for improvement across all digital channels.
Brand Positioning, Messaging, and Go-to-Market Strategy
I create positioning and messaging foundations that differentiate your brand and support market expansion, product launches, and new service initiatives.
Marketing Operations and Digital Transformation
I optimize MarTech infrastructure and workflows to support scalable growth. This includes CRM automation design, lifecycle, attribution, and process improvements.
With 30+ years of marketing and strategic consulting experience, our founder has partnered with more than 100 organizations to strengthen revenue, modernize operations, and build scalable growth systems across industries, including:
Healthcare & Wellness
Growth strategy and patient acquisition for clinics, concierge care practices, wellness centers, and multi-location medical groups.
Legal & Professional Services
Brand development and client acquisition systems for law firms, advisory groups, accounting firms, and fractional executives.
Technology & SaaS
Go-to-market strategy, marketing operations, and revenue optimization for SaaS platforms, martech solutions, and B2B providers.
CPG & Retail
Performance marketing and customer lifecycle strategy for franchises, retail brands, food and beverage groups, and e-commerce.
Finance & Real Estate
Strategic positioning and customer acquisition for brokerages, lending platforms, investment groups, and real estate firms.
Automotive
Demand generation and customer acquisition for dealerships, auto retail groups, OEM associations, and service and repair operations.
I understand the strategic challenges companies face across these industries and build the marketing and revenue systems that support growth, performance, and success.
Is your business prepared for scalable growth?
Use the Strategic Growth Readiness Checklist to evaluate your marketing, operations, analytics, and revenue systems. Identify gaps, uncover opportunities, and understand what is required to move your organization forward with clarity and confidence.
Download your free checklist and start your growth assessment today.
Strategic Solutions for Growth
Strategic marketing leadership, growth planning, and operational system design for businesses ready to strengthen and scale.
Strategic marketing leadership and performance oversight to guide growth and align teams with clear direction.
Starting at $3,000 per month
A comprehensive business and financial plan aligned with market positioning, operations, and revenue strategy to support growth or funding.
Starting at $7,500
A comprehensive review of marketing systems, analytics, and channels with clear recommendations to strengthen overall performance.
Starting at $2,500
Assessment and optimization of your CRM, workflows, automation systems, and tracking to support efficient and scalable growth.
Starting at $4,000
Implementation of reporting dashboards and performance metrics that improve visibility into growth, efficiency, and return on investment.
Starting at $2,500
Refined positioning, improved content structure, and a clear messaging framework that strengthens conversion and overall credibility.
Starting at $3,500
A complete brand and messaging foundation that clarifies value, strengthens differentiation, and supports continued market growth.
Starting at $4,000
A compelling pitch narrative and presentation that communicates value, traction, strategy, and future business opportunity.
Starting at $2,500
Proven Results That Drive Growth
$31.7M+
in funding, revenue growth, and strategic project value supported
Trusted
by founders, executives, advisors, and cross-functional teams
Proven
hundreds of strategic initiatives delivered across industries
Flexible
engagements tailored for evolving and growth-focused organizations
Case Study Snapshot
Wellness Practice (Mid-Atlantic): Developed a complete strategic growth plan including positioning, forecasting, operational improvements, and market expansion strategy. Supported leadership through the planning and approval process, resulting in $1.21M in secured funding and a projected revenue increase from $964K to $6.6M.
By aligning financial modeling, operational priorities, and market strategy, we helped the organization clarify its growth path, demonstrate readiness, and secure the resources needed to scale.
Client Feedback and Strategic Impact
— Founder, Healthcare & Wellness Organization
— COO, Technology & SaaS Company
— Managing Partner, Professional Services Firm
Featured Insights from the Blog
Recent articles on strategic planning, growth readiness, and leadership.
FAQ: Strategic Planning, Growth Readiness, and Funding Support
What does a strategic or funding-ready plan include?
A strategic or funding-ready plan typically includes financial projections, operational structure, market analysis, positioning, growth strategy, and a defined use of funds. These components work together to demonstrate readiness and support stronger outcomes.
How much does it cost to develop a professional strategic or funding-ready plan?
Pricing varies based on complexity, scope, market research needs, and financial modeling. Most growth-focused or funding-ready plans begin around $7,500.
How long does it take to create a strategic or funding-ready business plan?
Most plans take two to six weeks depending on complexity, financial modeling needs, operational clarity, and responsiveness from stakeholders.
Can a business or growth plan include marketing strategy?
Yes. Strong plans integrate brand positioning, messaging, go-to-market strategy, and customer acquisition planning. These elements strengthen both internal clarity and lender or investor confidence.
Is financing available for strategic planning or business plan development?
Some lenders allow strategic planning or business plan development to be financed as part of project costs. This depends on lender guidelines and the purpose of the funds.
What is the difference between a business plan writer and a strategic consultant?
A business plan writer focuses on documentation.
A strategic consultant integrates operational planning, financial modeling, brand strategy, and growth architecture to create a plan that is actionable and aligned with long-term goals.
Do I need both a business plan and updated branding or messaging?
If your current brand or messaging does not reflect who you are today, lenders, investors, and customers may see inconsistencies. Updated positioning strengthens your credibility and supports higher conversion and approval rates.
Can you help after the plan is complete?
Yes. Many clients continue with ongoing advisory or Fractional CMO support to implement the plan, refine operations, improve marketing performance, and execute growth initiatives.
Ready to Strengthen Your Strategy and Accelerate Growth?
Book a strategy call today. We’ll discuss your goals, assess your growth and operational needs, and outline the strategic steps that will move your business forward with clarity.
Availability for new advisory and planning engagements is limited each month.
For advisors and lenders, a referral program is available upon request.