Three ways to engage. One operating system behind all of it.
Whether you need a one-time diagnostic, a full embedded CMO, or an ongoing executive partner — every engagement runs on the OptiflowOS™.
Fractional CMO Engaged
About 10 hours per week embedded inside your organization — building the strategy, leading the team, and installing the systems that connect your marketing to measurable revenue growth.
- Translate the CEO's vision into a clear marketing strategy and executable campaigns
- Install the OptiflowOS™ to connect marketing, follow-up, pipeline, and reporting
- Lead the marketing team and hold vendors accountable to results
- Report weekly to the CEO on all KPIs mutually defined as important
- Optimize campaigns and systems continuously to improve conversion and reduce acquisition costs
- Engagements run in 90-day cycles with clear goals set at the start of each cycle
- Your marketing feels scattered and no one owns the strategy or the results
- You don't need a full-time CMO but you do need someone to drive marketing forward
- You want strategy, systems, and execution — not just advice
Half-Day Consult
In the half-day session, we audit your marketing infrastructure and revenue systems, then give you a clear picture of exactly what to fix, build, or cut to reach your goals.
- 7-day preparatory period including an OptiflowOS™ Infrastructure Scan
- 4-hour intensive strategy session
- Revenue Infrastructure Gap Report identifying where leads and revenue are leaking
- Prioritized action list for the next 1–6 months
- Delivered within 48 hours of the session
- You're generating leads but unsure where revenue is leaking or why conversion is low
- You want expert eyes on your business before committing to a longer engagement
- You need a clear, actionable roadmap — not a generic marketing plan
Fractional CMO Advisor
After a Half-Day Consult or a Fractional CMO Engaged cycle, we stay in your corner — keeping your team sharp, your strategy current, and your systems performing.
- Bi-weekly sprint planning and accountability calls
- Monthly executive strategy meeting
- Quarterly planning and goal-setting session
- Unlimited email correspondence
- Access to OptiFlow's marketing campaign SOPs and frameworks
- 6-month minimum commitment
- You've completed a Half-Day Consult or a Fractional CMO Engaged cycle and want ongoing strategic leadership
- You have a strong marketing foundation in place and need an executive partner to keep it sharp
- You need someone to keep the team accountable and adjust priorities as the business evolves
What's included in each tier
Fractional CMO Engaged | Half-Day Consult | Fractional CMO Advisor | |
|---|---|---|---|
| Engagement length | 90-day minimum | One-time | 6-month minimum |
| Cadence | Weekly leadership | 7-day audit + half-day session | Bi-weekly sprints |
| Strategy | |||
| Team leadership | Advisory | ||
| OptiflowOS™ install | Maintain | ||
| OptiFlow Engine platform | Optional |
Not looking for a CMO?
If your marketing is running but your systems are broken — leads leaking, follow-up failing, nothing connected — we can fix that too.
Common questions
Still unsure which engagement fits? A 30-minute discovery call will tell you.