CMO Exponential

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.

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.

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.

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.

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.

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.

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

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.

Please describe your company and your position there.

Marketing Coordinator for Select Dental Management

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

Build out marketing initiatives for a medium scale DSO organization

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.

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.