CMOx

BACKGROUND

Introduce your business and what you do there.

I’m the Connector in Chief at Boundless Connections Markteting, an advertising and marketing company. We provide CMO services to emerging franchises.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CMO Exponential?

I hired CMO Exponential to help me build my fractional CMO business so I could support my family.

SOLUTION

What was the scope of work with CMO Exponential?

CMO Exponential brought me into their mentorship program and gave me frameworks and templates to use as I grew my business. They provided group coaching and gave me a community of people to network with.

Some of the frameworks and templates they provided included how to find and reach out to prospective clients, what calls to hold and what to say on each call, how to structure deals, and how to deliver value to clients.

What is the team composition?

I’ve worked with 2–4 people from CMO Exponential.

How did you come to work with CMO Exponential?

I found CMO Exponential through a referral and online searching. I resonated with Casey, founder and CEO. I liked the videos I saw and the book I read. They made me feel like he knew the challenges I was going to face and had the answers.

What is the status of this engagement?

We started working together in October 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

I’ve landed clients by following the frameworks and training provided by CMO Exponential. I’ve also learned how to confidently create executable strategies for the clients I’ve acquired. So far, I’ve made about $52,000 from what I’ve learned in the program.

How did CMO Exponential perform from a project management standpoint?

CMO Exponential’s project management is good. They deliver on time and respond well to my needs. We communicate through live coaching calls and WhatsApp.

What did you find most impressive about them?

I'm impressed by how involved they are and how much they care about my success.

Are there any areas they could improve?

No, they’re great.

BACKGROUND

Please describe your company and position.

I am the Fractional CMO of Shane Rasnak

Describe what your company does in a single sentence.

Fractional Chief Marketing Officer for B2C brands with high-value offers ($5K–$50K+)

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CMO Exponential to accomplish?

• Gain clarity on my niche
• Learn how to structure and sell fractional CMO services
• Gain confidence by learning proven frameworks for fractional CMO services

SOLUTION

How did you find CMO Exponential?

Online Search

Why did you select CMO Exponential over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from CMO Exponential were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Live coaching, video training, community access, Q&A, etc. for making the transition to being a fractional CMO

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Closed two clients on recurring 3-month engagements

Generated $65k+ in new revenue

Successfully made the transition from media buyer to fractional CMO

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Excellent frameworks and systems, training delivery, responsiveness to questions
Great community culture
Covered every key challenge I needed support with

What was your primary form of communication with CMO Exponential?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed me was their great community of high-level marketers from diverse backgrounds

Supportive culture

Responsive and skilled coaches

Great content overall, incredible library of training covering every topic I could ask for and more

Very caring, diligent leadership and customer service from Casey, Raphael and other team members

Are there any areas for improvement or something CMO Exponential could have done differently?

None

BACKGROUND

Please describe your company and position.

 I am the President of a marketing consulting company.

Describe what your company does in a single sentence.

Fractional CMO helping companies accelerate growth. AI-Driven Marketing.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CMO Exponential to accomplish?

• Training

SOLUTION

How did you find CMO Exponential?

Online Search

Why did you select CMO Exponential over others?

Seemed like a good fit.

How many teammates from CMO Exponential were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The company helps experienced marketing professionals become a Fractional CMO or improve on his/her Fractional CMO offerings.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

How much revenue one could make in a month. Also, there are modules to complete.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very cookie cutter. My initial advisor or coach had one virtual meeting with me. That's it. She seemed to follow a script, that was more or less a one-size fits all.

What was your primary form of communication with CMO Exponential?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Not much. They're good a hold having virtual networking events

Are there any areas for improvement or something CMO Exponential could have done differently?

Yes. As I said, I had one meeting with my initial advisor. That's it. From here, they expect you to just join their weekly networking events. The courses are ok, but they don't provide any real examples of a finalized marketing strategy. Their training is very simple, and I haven't really learned anything. They should provide more one-on-ones with someone who's been a CMO for years. Someone who you can work with on a weekly basis. None of this was done.

BACKGROUND

Please describe your company and your position there.

Marketing Coordinator for Select Dental Management

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CMO Exponential?

Build out marketing initiatives for a medium scale DSO organization

SOLUTION

How did you select this vendor?

Word of mouth referral

Describe the scope of their work in detail.

Hired as our fractional CMO to advise on growing the dental practices we support through our dental service organization.

What was the team composition?

Casey's team worked directly with corporate, regional and practice level leaders. Also interfaced with additional vendors.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

They mapped out the marketing strategy that could be adapted to our ever-growing number of practices. They also built out the internal marketing team and managed vendors to meet goals.

How effective was the workflow between your team and theirs?

We had weekly meetings with our corporate representatives and Casey's team. We had many forms of communication and never were left in the dark.

What did you find most impressive about this company?

Their ability to adapt to each industry they served and adapt their initiatives/processes dependent on that and the goals.

Is there any area for improvement or anything that could have been done differently?

I do not have any recommendations for improvement.