The workspace built for Fractional CMOs.

Prospect notes go nowhere

A great intro call, messy notes in your phone, no structured way to evaluate fit or scope the engagement. You forget context before the follow-up.

Proposals take too long

You copy last quarter's Google Doc, update the client name, hope you caught everything. It's manual, slow, and looks like it.

Client context is scattered

Objectives in email, decisions in Slack, notes in three different apps. When something goes wrong, finding what was agreed takes longer than fixing it.

Weekly updates are a chore

Every Friday, you reconstruct what happened from memory. It takes 45 minutes and still doesn't capture everything. Clients notice.

Offer scoping is inconsistent

GTM Audit, Messaging Sprint, or Fractional CMO Retainer, getting the right scope for each client requires thinking it through from scratch every time. There's no template that actually fits.

Qualifying prospects takes too long

You can tell within five minutes whether a company is a fit. But turning that instinct into a structured read, including fit score, risks, and recommended offer, takes time you don't have between client calls.

AI opportunity analysis

Paste a LinkedIn message or call notes and get a fit score, urgency signal, recommended CMO engagement type, key risks, and a suggested next step, in under 60 seconds.

Role-specific offer library

Your CMO offer templates are pre-loaded, including GTM Audit, Messaging Sprint, 90-Day GTM Plan, and Fractional CMO Retainer. Proposals pre-fill from your library automatically.

Proposal generator

From opportunity to first draft in one click. Scope, phases, pricing, and terms pre-filled from your analysis. Share a link, and your client accepts online, no DocuSign needed.

Client workspace

Objectives, action items, meeting notes, decision log, and engagement health, all in one place per client. Meeting notes can be typed, pasted, or uploaded as a file.

Weekly update generator

The AI reads your objectives, decisions, and meeting notes and drafts a clean client update. Edit it, mark it sent, and next week's date advances automatically.

Dashboard with client alerts

Overdue client action items and workspaces needing attention surface on your dashboard every day. Nothing falls through the cracks.

"I had a discovery call with a Series A company that has no marketing function. I pasted my call notes."

→ Got back a fit score of 84, recommended a Fractional CMO Retainer, and flagged budget uncertainty as the key risk. Saved 20 minutes of thinking.

"I needed to send a proposal by end of day and had three clients asking for updates."

→ Created the proposal in under 10 minutes from the analysis. Pre-filled scope, phases, and pricing. Shared the link before lunch.

"A client asked why we pivoted from brand to demand gen three months ago."

→ Opened the decision log. Found the entry from that week. Showed them the rationale in 30 seconds.

What offer templates are included for Fractional CMOs?

GTM Audit, Messaging + Positioning Sprint, 90-Day GTM Plan, and Fractional CMO Retainer, with pricing ranges based on 2025 market rates. You can edit any of them or add your own.

Can I use this if I also do GTM consulting work?

Yes. The offer library includes GTM Consultant templates as well. You can add offers from any category to your personal library.

How does the AI know what to recommend for a CMO engagement?

The analysis is personalized to your role. The AI knows you're a Fractional CMO, knows your offer library, and recommends engagements you can actually deliver, not generic suggestions.

Does the weekly update work for marketing-specific language?

The AI writes in the voice of a fractional executive, not a marketing agency. It uses your workspace context, including objectives, decisions, and meeting notes, to draft specific, professional updates.