Industries
Fractional CMO experience where trust drives the sale
The common thread across my work: considered purchases, long sales cycles, and buyers who need to trust you before they talk to you. Here’s where that experience runs deepest.
Financial services
Fractional CMO for wealth management and financial services
Independent advisory firms, RIAs and companies selling to financial advisors face the same tension: partners have deep market insight but no time to run marketing, and every piece of content carries their name and licence.
I bring a ratified brand voice so review stops being subjective, lead capture on the content you already publish, compliance review built into the workflow, and reporting that respects how long it takes for a prospect to become a funded account.
Where I focus
- Positioning for core advisory and specialty verticals
- Lead capture and nurture for high-net-worth and business-owner prospects
- CRM-reconciled reporting (for example, Wealthbox)
- Coordinating existing agencies under one plan
- Podcasts, newsletters and thought leadership with a real cadence
- SEO and AI-search visibility
Technology & SaaS
Fractional CMO for B2B technology, SaaS and managed IT
Technology companies often sell several distinct offers, such as software, hardware, payments and managed services, through one undifferentiated message. Add a merger, new sales hires or a well-funded competitor, and the gaps show quickly.
I build distinct, problem-based positioning for each business line, connect web leads to the CRM with source attribution, and document a playbook new sales hires can use on day one.
Where I focus
- Go-to-market strategy across multiple product lines
- Competitive retention and migration campaigns
- Product comparison pages and tiered packaging
- Lead flow, UTM tracking and CRM re-engineering
- Sales playbooks, proof points and collateral
- Account handoff frameworks between sales and account teams
E-commerce & DTC
Fractional CMO for e-commerce and direct-to-consumer brands
In e-commerce the numbers are visible, but the system behind them often isn’t. I build lifecycle programs and segmentation that compound, and I connect paid performance to the revenue it actually drives.
Where I focus
- Klaviyo lifecycle architecture and flows
- RFM segmentation and retention strategy
- Shopify storefront and conversion improvements
- Meta and Google performance marketing
- Attribution modelling across channels
Regulated & professional services
Law firms, not-for-profits and the public sector
Professional firms and mission-driven organizations need marketing that is credible first and persuasive second. I’ve restructured websites and content for search, rebranded a regional industry leader (a MarCom Gold winner), and led marketing inside public-sector organizations.
Where I focus
- Brand refreshes that earn stakeholder buy-in
- Website restructuring and SEO content
- Practice-area and service-line positioning
- Stakeholder and member communications
Let’s find out if I’m the right fit.
A 30-minute discovery call. You walk away with a clear read on what your marketing needs next, whether or not we work together.