The workspace built for Fractional CROs.

Every engagement starts from scratch

A new client, a new Google Doc, a new set of notes. There's no system for capturing what you find, scoping the fix, and tracking what you've changed.

Proposals don't reflect your expertise

You know how to fix a broken rev ops stack. Your proposal template doesn't show it. Generic scope language undersells the engagement and underprices the work.

Client commitments get fuzzy

You made a recommendation. They said they'd implement it. Three weeks later, nothing happened and nobody remembers the conversation the same way.

Reporting takes too long

Pulling together a weekly update from CRM data, Slack threads, and memory is a 45-minute exercise every Friday. It shouldn't be.

Pipeline data lives in the client's CRM

You're trying to coach the team and track progress but the data is scattered across tools you don't own. Context for your weekly update requires hunting through systems before you can write a word.

Managing multiple CRO clients loses signal

Each client has different pipeline health, different team maturity, and different urgency. Without a structured system, the most urgent issues don't always surface first.

AI opportunity analysis

Paste discovery notes and get a revenue-specific analysis, including fit score, urgency signal, recommended CRO engagement, budget confidence, and a precise next step.

CRO offer library

Revenue Operations Audit, Sales Team Enablement, Pipeline Sprint, and Fractional CRO Retainer, pre-loaded with market-rate pricing. Proposals pre-fill automatically.

Proposal generator

Scope pre-fills from the analysis. Phases and pricing come from your offer library. Share a link, and your client accepts online, with acceptance advancing the opportunity to Won automatically.

Client workspace

Track objectives, log decisions with timestamps, save meeting notes from calls, and monitor engagement health. Everything a CRO needs to run a tight engagement.

Weekly update generator

The AI drafts a revenue-focused update from your workspace data, including what changed, what's next, and what needs client input. Two minutes, every week.

Full engagement history

Every workspace stores the original discovery notes, AI analysis, and signed proposal. When a client questions a recommendation, the context is right there.

"I got an intro to a Series B company missing quota by 30%. Pasted my pre-call research."

→ Analysis flagged high urgency and recommended a Revenue Operations Audit as phase 1. I went into the discovery call with a scoped approach already in mind.

"Client's VP of Sales pushed back on the sales playbook I recommended."

→ Pulled up the decision log entry from week 2. Showed them the data we used to make the call together. Conversation resolved in five minutes.

"Managing four CRO clients simultaneously across different industries."

→ Dashboard shows overdue action items and at-risk workspaces at a glance. I know what needs attention before I open my email.

What CRO-specific offer templates are included?

Revenue Operations Audit, Sales Team Enablement, Pipeline Sprint, and Fractional CRO Retainer, with pricing ranges based on 2025 market data. All editable.

Can I track pipeline metrics for my clients inside Fractional Workspace?

Fractional Workspace tracks your pipeline, meaning the opportunities you're pursuing as a fractional exec. Client-side pipeline analytics are on the roadmap but not yet built.

How does the AI know what to recommend for CRO engagements?

The analysis is personalized to your role and your offer library. It recommends engagements you can actually deliver and prices them based on your templates.

Can I upload a discovery doc or call transcript for analysis?

Yes. The opportunity analysis form accepts file uploads, including PDF, Word, or .txt. The text extracts automatically and feeds the analysis.