Fractional CMO Leadership
The senior marketing brain your company needs, at the fraction of the cost it can actually afford.
RevOps
Revenue Operations Consulting
Marketing reports one number. Sales reports another. Finance trusts neither. Nobody can say what is true.
The Problem This Solves
Most mid-market companies do not have a revenue operations problem in the abstract — they have three teams keeping three sets of books. Marketing counts leads, sales counts opportunities, finance counts cash, and the definitions do not reconcile. The result is a leadership team that argues about whose number is right instead of deciding what to do next, and a forecast nobody genuinely believes.
Typical EngagementDelivered inside a Core Marketing CMO retainer, or scoped as a standalone project.
See pricingRevOps consulting builds one revenue system across marketing, sales, and customer success: shared definitions, connected data, clean handoffs, and a forecast that survives contact with reality. This is the least glamorous work I do and frequently the highest-return, because every downstream decision depends on whether the underlying numbers can be trusted.
What’s Included
Six things that actually change.
01
Unified funnel definitions
One agreed meaning for lead, MQL, SQL, opportunity, and closed-won, documented and enforced across all three teams.
02
Systems and data integration
CRM, marketing automation, analytics, and billing connected so one record follows the customer end to end.
03
Attribution that survives scrutiny
A model whose limitations are stated openly, so leadership knows exactly how much weight it will bear.
04
Handoff SLAs
Who does what, within what time, with what information — and what happens when that is missed.
05
Forecast methodology
Pipeline stages weighted against actual historical conversion, not optimism.
06
Single leadership dashboard
One view the CEO, CRO, and CFO all read from and none of them dispute.
Engagement Shape
How it runs.
Phases overlap in practice, but this is the shape of the work and roughly when each part lands.
What You Should Expect
- One revenue number every function agrees on
- Attribution honest enough to make budget decisions from
- Measurably faster and cleaner marketing-to-sales handoffs
- A forecast that tracks against actuals within a defensible margin
| Phase | Deliverable |
|---|---|
| Week 1–2 | Audit systems, data flow, definitions, and where the three teams’ numbers diverge |
| Week 3–4 | Reconcile definitions and design the integrated data architecture |
| Month 2 | Implement tracking, attribution, and handoff SLAs; rebuild the reporting layer |
| Month 3+ | Forecast calibration against actuals and ongoing governance so it does not drift back |
Answers
Questions about revops
Marketing ops keeps the marketing stack running. RevOps governs the system across marketing, sales, and finance — and the expensive failures almost always occur at the seams between those functions rather than inside any one of them. A strong marketing ops hire often becomes the person who runs the RevOps system once it is designed.
HubSpot, Salesforce, GA4, Klaviyo, and the common integration layers around them. That said, tooling is rarely the actual problem. Most stacks are perfectly capable and badly configured, and replacing a platform to fix a definitions problem is an expensive way to keep the definitions problem.
MarTech and attribution is the marketing measurement layer — tracking, tooling, and channel-level attribution. RevOps is broader: the shared operating system across marketing, sales, and finance including funnel definitions, handoff SLAs, and forecast methodology. If your problem is that marketing cannot measure itself, start with MarTech. If it is that three teams disagree about reality, start here.
Structural fixes land in the first sixty to ninety days. Forecast accuracy then needs one to two full sales cycles of clean data before the historical conversion rates are trustworthy enough to weight against. Anyone promising a reliable forecast in thirty days is describing a spreadsheet, not a forecast.
Related
Works alongside
Interim CMO Leadership
Your CMO left. The executive search will take six months. Marketing cannot sit still for six months.
CMO Consulting
Sometimes you do not need a marketing leader. You need one hard question answered properly, once.
Next Step
Find out what your marketing is actually costing you.
Every engagement starts the same way: a straight conversation about your growth plateau, your current spend, and whether a fractional CMO is genuinely the right answer for you. If it isn’t, I’ll say so.
Free 30-minute call · No pitch deck · Direct answer either way