Find Your Fit

Section 1 of 6

Your Business

Your fit score

Answer the questions below to see your score

Section 1 · Your Business

Tell us about your business and where you are right now.

This helps us understand whether our engagements are sized correctly for where your business is — and whether the timing is right.

Where is your business located?

Our primary market is Southern New Hampshire and Greater Boston. We work remotely with clients outside the area for the right fit.

Outside New England — no existing connectionWe may still be able to help — reach out directly to discuss

Outside Southern NH but within New England, or referredRemote or occasional in-person — we work well in this model

Within 50 miles of Manchester, NHOur primary market — in-person engagement is available

How would you describe your business's current revenue stage?

Revenue matters less than growth ambition and the readiness to invest in building the engine.

Early stage — no significant revenue or funding yetExecutive Advisory is the right starting point — accessible guidance to build toward your next stage

$1M–$5M — product-market fit confirmed, actively buildingStrong fit for the Small-Business Accelerator — foundation build at this stage sets you up for $10M and beyond

Growth stage — well-funded, product-market fit proven, clear expansion goalsStrong fit if growth ambition and execution resources are in place

$5M–$30M in annual revenue — actively growingOur sweet spot — strong fit for Fractional CMO and RevOps

$30M+ — scaling, expanding markets, or adding locationsHigh-value fit — especially for Fractional CMO and RevOps architecture

What best describes your growth ambition right now?

We work with businesses that are actively trying to grow — not maintain.

Maintain current revenue — no specific growth targetOur engagements are built for growth — this may not be the right fit

We want to grow but haven't defined specific targets yetA Growth Readiness Assessment is usually the right starting point

We have a specific revenue or growth target — and real pressure to hit itStrong fit — this is exactly the scenario our engagements are built for

3 questions · ~1 min

Section 2 · Your Marketing Leadership

Who is owning your marketing strategy right now?

The biggest indicator of whether your marketing is producing results is whether someone owns it strategically — not just tactically.

Does your business have a dedicated marketing leader — a CMO, VP of Marketing, or Marketing Director?

We're asking about strategic leadership, not just someone who posts on social media or sends emails.

Yes — we have a strong, active CMO or marketing directorYou may need RevOps or systems support rather than leadership

We have a marketing manager or coordinator — but no strategic leaderSomeone is executing but no one is setting direction

No dedicated marketing leader — the owner or CEO handles marketing decisionsStrong fit for Fractional CMO — the most common scenario we work in

How would you describe your current approach to marketing strategy?

Be honest — the gap between where your marketing is and where it should be is exactly what our engagements are designed to close.

We have a documented annual marketing strategy tied to revenue goalsWell positioned — you may need execution infrastructure or systems work

We have a general direction but no formal strategy or documented planA GRA or Fractional CMO can close this gap quickly

Marketing is reactive — we respond to opportunities as they comeHigh-impact opportunity — strategic leadership would change your growth trajectory

Section 3 · Your Brand & Go-to-Market

How clearly is your business positioned in the market?

Brand strategy and go-to-market clarity are foundational to everything downstream. If your positioning isn't defined, every campaign and system is working harder than it should.

Does your business have a clearly defined brand positioning and value proposition?

A documented statement of who you serve, what you do for them, and why you're the right choice — one your team uses and your customers would recognize.

Yes — documented, differentiated, and consistently appliedStrong foundation — focus shifts to execution infrastructure

Somewhat — we have a general sense of it but it's not documented or consistentBrand clarity is one of the highest-leverage things to fix first

No — we haven't defined our positioning or value propositionHigh-impact starting point — brand strategy shapes everything downstream

Do you have a defined go-to-market strategy — channels, targeting, and how campaigns are planned?

GTM strategy means knowing where your customers are, how to reach them, and having a systematic approach — not just running ads or posting content.

Yes — we have a documented GTM strategy we actively execute againstYou may need infrastructure and systems work more than strategic direction

Partially — we have some channels and campaigns but no cohesive strategyStrategic alignment here creates significant efficiency and pipeline gains

No — growth comes mostly from referrals and relationships, not a defined strategyThe most common scenario — and one of the highest-value problems to solve

Section 4 · Your Systems & Pipeline

How well are your marketing systems connected to your revenue outcomes?

The platforms your business uses — CRM, marketing automation, paid channels — should work together as a connected system. When they don't, leads get lost and pipeline doesn't reflect the investment.

What marketing and CRM platforms does your business currently use?

The platforms themselves aren't what matters — what matters is whether they're configured correctly and working together strategically.

Spreadsheets or basic tools — no CRM or marketing automation in placeStrong fit for the Small-Business Accelerator — we'll identify and stand up the right platforms

We have a CRM and some tools but they're underutilized or disconnectedVery common — the investment is there but the architecture isn't producing

HubSpot, Salesforce, Pardot, or SFMC — in place but not fully leveragedStrong fit for RevOps Consulting or Fractional CMO — the tools are there

Our stack is solid and mostly configured — we need strategic direction, not a rebuildRevOps advisory or Fractional CMO strategic direction is likely the right fit

Does your business have a defined customer lifecycle — from first contact through conversion and expansion?

Leads are systematically nurtured, scored, handed to sales at the right moment, and existing customers are actively managed for retention and upsell.

Yes — we have a systematic lifecycle from awareness through customer expansionYou may need optimization and strategic refinement more than a rebuild

Partially — we have some nurture or follow-up but nothing systematic end to endClosing this gap typically has a direct and measurable impact on pipeline

No — leads come in but there's no systematic process for nurturing or handoffHigh-value opportunity — lifecycle architecture directly drives pipeline

Section 5 · Your Data & Revenue Visibility

Can you connect your marketing activity to revenue outcomes?

Data visibility is what separates a marketing function that feels like a cost center from one that demonstrably drives growth.

Does your leadership team have visibility into which customers produce the most value — and what it costs to acquire them?

Customer Lifetime Value (CLV) and Customer Acquisition Cost (CAC). Without this visibility, marketing budgets get allocated on gut instinct rather than what actually produces return.

Yes — we track CLV and CAC and use them to guide marketing decisionsStrong foundation — your strategic and operational work can build on this

We have a sense of it but haven't built a formal CLV or CAC modelOne of the highest-leverage areas to formalize — impacts every acquisition decision

No visibility — we don't track which customers are most valuable or what it costs to acquire themSignificant opportunity — CLV analysis reshapes acquisition and retention strategy

Can your leadership team see a clear connection between marketing activity and revenue outcomes?

Executive dashboards and pipeline reporting that connect marketing spend to pipeline and revenue — not just vanity metrics.

Yes — we have executive dashboards that connect marketing to pipeline and revenueStrong position — your strategic work has the visibility it needs

Partially — we have some reporting but leadership can't clearly see what marketing is producingClosing this gap changes how leadership views and invests in marketing

No — nobody can clearly connect marketing spend to revenue outcomesHigh-value gap — revenue visibility changes every budget and strategy conversation

Section 6 · Your Readiness to Act

Is your business set up for an engagement to succeed?

Strategic advisory and implementation only produce results when the right conditions are in place. This section confirms whether the timing is right — and which engagement fits your current situation.

Do you have a team member, coordinator, or contracted resource who handles tactical marketing execution?

Our engagements are strategic — we set direction, build systems, and advise on execution. For strategy to produce results, someone needs to execute against it.

No — we don't currently have anyone who could execute on strategyThe Growth Readiness Assessment can help define what resources you need first

We have someone but they're stretched — capacity would need to grow alongside the engagementWorkable — we can help define the right team structure as part of the engagement

Yes — we have internal staff or contractors who can execute against strategic directionIdeal — this is the model our engagements are built around

What best describes your current situation with respect to a strategic roadmap?

This tells us whether you need to diagnose first or whether you're ready to build. Both are valid starting points — they just lead to different engagements.

We don't have a clear picture of where our gaps are — we need to diagnose firstThe Growth Readiness Assessment is built exactly for this — it produces the roadmap

We know we need a strategic marketing leader — someone to own the function end to endPoints strongly toward the Fractional CMO retainer

We have a direction — we need someone to evaluate and align our systems and pipeline architecturePoints toward RevOps Consulting — strategic advisory on the revenue architecture

We're early stage — we need the foundation built right before we can scalePoints toward the Small-Business Accelerator

I need a trusted advisor to think through the business with me — not a full engagement yetPoints toward Executive Advisory — structured guidance at an accessible price point

Your Assessment Results

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/ 100

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Recommended Engagement

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What this engagement delivers for a business like yours

Learn more about this engagement → Book a 30-Minute Discovery Call

No pitch, no pressure — just an honest conversation about your business and what's getting in the way of growth.

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Not sure where to start? The Growth Readiness Assessment is always the right first step.

If anything in your results feels uncertain or you want to validate the recommendation before committing to an ongoing engagement, the GRA gives your leadership team a clear, prioritized picture of where the gaps are — and exactly which engagement is the right next move.

Your fit score — / 100

Exploring 0–39

Building fit 40–59

Good fit 60–79

Strong fit 80–100