FOR FRACTIONAL EXECUTIVES
Lead the work. Keep the engagement clear.
You bring leadership to more than one business. Keep the responsibilities, commitment, fees, and billing behind each client engagement organized.
Start with Free. Add what your work needs.
THE WORK, AND WHAT COMES WITH IT
An ongoing role, clearly defined.
A growing business needs experienced marketing leadership without a full-time appointment. You define the role, agreed commitment, decision boundaries, and monthly commercial terms.
Client workspace
Northwind LLC / Fractional marketing leadership Define the leadership you’ll bring.
Set marketing priorities and bring focus to the team’s next quarter.
Review the captured details
Fractional marketing leadership
You review and send the proposal
AGREED TOGETHER
Align on the role and responsibilities.
- One agreed day each week
- Weekly priorities and leadership review
- Delivery work scoped separately
You and your client confirm the details
You send the invoice. Your client pays.
Define the service period, responsibilities, and agreed commitment clearly. Review each invoice before you send it.
A HEAD START, WHEN YOU NEED ONE
Resources for your fractional practice
Define your leadership commitment with adaptive prompts for offers, engagement terms, invoices, and follow-ups.
Browse all resourcesPrompt
Present an offer
Build a proposal around the commitment you are actually making, with clear scope, fees and next steps.
Read the promptPrompt
Define an engagement
Organize the decisions behind a working relationship and turn them into a structured draft or terms brief.
Read the promptPrompt
Prepare an invoice
Prepare an invoice from the agreed billing basis and check the line items, credits and balance.
Read the promptPrompt
Write a client follow-up
Turn notes and open questions into one useful message with a clear next action.
Read the promptYOUR BUSINESS. YOUR STARTING POINT.
A little help with the business side.
Keep the commercial side of each client relationship organized while you focus on leadership.
Send an invoice
Bill for the agreed services and period.
Create a proposal
Define responsibilities, commitment, and fees.
Capture client meetings
Keep client decisions and next steps.
Organize expenses
Organize costs across your engagements.
Track your 1099s
Review forms for recorded client income.
Create a proposal without a meeting. Track expenses without an invoice. Keep more of the work connected when you're ready.
Is this only for fractional CMOs or CFOs?
No. The workflow supports independent professionals in different leadership roles. The shared prompts adapt to the responsibilities, capacity, and authority of your leadership engagement.
Can I invoice an ongoing engagement?
Create an invoice for the services, amount, and service period you agreed. Review and send each invoice as it becomes due.
Which plan should I start with?
Free includes invoicing, online payments, and 1099 tracking. Proposals, expenses, and meeting capture start with Core. Creating proposals or invoices directly from meetings is included in Pro and Studio.
Can I keep track of costs across engagements?
Yes. Enter business expenses manually or upload a CSV, review their details, and associate costs with clients when relevant. An invoice is not required.
MAKE ROOM FOR YOUR WORK
Bring clarity to every engagement.
Keep the business details together, so you can give the leadership work your attention.