CMO Exponential

BACKGROUND

Please describe your company and position.

I am the CEO of Advisory 9

Describe what your company does in a single sentence.

When entrepreneurs set lofty goals but may not have the time, tools, or team set up to reach them - they can reach out to Advisory 9 for fractional leadership to find their power to profit.

OPPORTUNITY / CHALLENGE

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

• Establish a framework for serving more clients but at a higher level
• Learn from others about key marketing trends and tools that could serve my clients
• Spend less time - do better work

SOLUTION

How did you find CMO Exponential?

Online Search

Why did you select CMO Exponential over others?

• Great culture fit
• Good value for cost

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.

As a part of the community, we had access to a load of tools and frameworks, 1:1 sessions, weekly calls on several different, important topics, and the full community interaction available within the Lab. 

RESULTS & FEEDBACK

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

Grew my business 30%, reduced average lead to sales time from 30+ days to less than 10, discovered serval tools that improved client results, and reduced time working by 10 hours per week without sacrificing revenue.

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?

I'm impressed by CMO Exponential's collaborative culture, the dedication to great results, the unwavering spirit to solve bigger problems, and to never settle - there's always a way. 

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

I had a little trouble navigating their onboarding after the initial call, but they have since improved their area. 

BACKGROUND

Please describe your company and position.

I am the Fractional CMO of Made For More Marketing

Describe what your company does in a single sentence.

Fractional CMO for Women's Health

OPPORTUNITY / CHALLENGE

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

• Training
• Coaching
• Comminuty

SOLUTION

How did you find CMO Exponential?

Advert on Social Media

Why did you select CMO Exponential over others?

• High ratings
• Company values aligned
• Read the Book

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

1 Employee

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

I joined CMOX Accelerator on November 2023 for 6 months. Casey and the team coached and supported me as I pivoted my company from a broad strokes Marketing Consultancy (offering a range of marketing services —from marketing strategy to social media community management— to any Industry) to focusing on Fractional CMO services  for a category I care most about, Women's Health.

Their robust curriculum (with step by step templates and guides for a range of SOPs), compassionate coaches and like-hearted community of Fractional CMOS combined to give me everything I needed to 3x my revenue in 6 months, without increasing the amount of time I spent in/on my business. I know this sounds too good to be true but their instruction made me much more effeicient (hello EOS) and more confident in myself and the impact I can deliver. Thanks to this program, I now have a portfolio of global clients that I can serve from anywhere in the world. And that I can work around my family schedule, something I highly value.

I would highly recommend this training for any marketer with senior/executive level experience looking to offer Fractional CMO services. Thanks Casey and the gang!

RESULTS & FEEDBACK

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

• The systems I learned helped me to 3x my monthly recuuring revenue in 6 months without increasing the time I spent in/on my business. 
• I have a portfolio of global clients that I can serve from amywhere in the world, in a niche I'm truly  passionate about.

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

Yes they were timely and responsive. They always delivered on their promises and exceeded our expectations.

What was your primary form of communication with CMO Exponential?

Virtual Meeting

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

They were very good at adapting their approach to my personal goals.

They provided the perfect alchemy of learning and growth and accountability and encouragement and training and community and most of all ... compassion. 

I felt supported in the pursuit of my professional goals and honored as a human on a personal journey. It's been my experience that training like this have a tendency to emphasize one at the expense of the other, and they understood my desire to balance both.

I felt they truly wanted to see me suceed.

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

Not that I can think of. I plan to rejoin the program again in the future when I want to take my company to the next level.

BACKGROUND

Please describe your company and your position there.

I'm the Marketing Lead at Fastmail, a privacy-first email company for people looking for a better email experience. Fastmail hired Casey Stanton as our fractional CMO, to advise us on how to grow our company to reach more users.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire ?

We were looking to grow our outreach to reach more audiences and to set and reach marketing goals focused on moving our business forward. Casey provided a marketing strategy that considered the needs of our values-driven organization. He established our marketing KPIs and held us accountable for reaching our goals. He also provided professional development and support for our one-person marketing team.

SOLUTION

How did you select this vendor?

Our COO met Casey at an event. He impressed us with a Half-Day Consultation that helped us define areas where we could improve. We found his proposal to be insightful and his rates reasonable so we brought this to our board and they approved.

Describe the scope of their work in detail.

Casey and his team are providing ongoing strategic direction, help vetting new opportunities that come our way, advice on how to remove blockers to our work, and helpful resources and templates. He also established weekly KPIs and keep us on track in hitting those goals with bi-weekly marketing calls.

What was the team composition?

Casey helped grow our marketing team. It was initially only a Marketing Lead reporting to our COO. Casey suggested vendors for SEO and PR, identified our need for additional capacity, and found a way for our budget to cover the hire of an additional full-time marketing person.

RESULTS & FEEDBACK

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

Casey helped us grow our team, have a better understanding of our marketing and business data, and launch new marketing initiatives. Our marketing team is now working based on data-driven hypotheses and results. CMO Exponential supports us in making mission-critical decisions for the business and making sure we hit our quarterly outcomes.

How effective was the workflow between your team and theirs?

We have bi-weekly sprint planning meetings and ongoing email correspondence. The CMO Exponential team set up a board for our work in Notion that tracks tasks and goals, which has been really helpful. We also work together on a KPI tracking worksheet that makes it clear how we're doing each week.

What did you find most impressive about this company?

CMO Exponential has been one of our most valuable expenditures. We love working with Casey and his team. By putting our growth goals first, Casey's added a lot of clarity to how we work just by helping us establish goals and put those goals first.

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

We appreciate this team's thoughtfulness around our marketing as we're a high-quality product offering a trusted service. While not every strategy proposed was right for us, we were always able to pivot together.

BACKGROUND

Please describe your company and your position there.

I'm the Marketing Coordinator at a Healthcare nonprofit that provides care services & staffing called JEVS Care at Home.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CMO Exponential, and what were your goals?

Before hiring Casey at CMOX, JEVS was losing cases due to insufficient staffing. We were also throwing our marketing dollars away on vendors that weren't providing accurate results. When bringing Casey on board, our goal was to have a consistent flow of new hires that were accurately measurable and trackable.

SOLUTION

How did you select CMO Exponential and what were the deciding factors?

They were referred to us by a credible source.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

• We first established what the current system for acquiring caregivers looked like.
• Created a scorecard for measuring the performance of the system
• Offboarded underperforming vendors.
• Built our own Facebook and Google Ad campaigns
• Implemented our own systems for tracking
• Made tweaks and updates to the system to streamline its effectiveness
• Implemented a company wide CRM to manage client relationships & workflows (Monday.com)
• Vetted the effectiveness of our current ATS (Bamboo HR) and explored other options for pulling more accurate data.

How many people from the vendor's team worked with you, and what were their positions?

2 People: Casey - Fractional CMO and Raphael - CMO Assistant

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Casey has helped us save over 60k so far in marketing spend. Not only has he provided us with solutions to achieve our goal, but he's also helped us come up with 6+ months of marketing campaigns that are clearly defined and laid out. They continue to support us in making mission-critical decisions for the business and making sure we hit our quarterly outcomes.

Describe their project management style, including communication tools and timelines.

We create bi-weekly sprints that work towards quarterly goals set by the CEO. Projects are managed through Monday.com

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

The number of connections and tech resources they have at their disposal is impressive.

Are there any areas for improvement or something they 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.