We can work alongside you and your marketing team, or we can be that outsourced team for you. Either way, this makes sure your marketing happens consistently and is tracked regularly.
YOUR OPTIONS
Monthly CMO SUPPORT
These levels can be custom built based on the outcomes of your Gap Analysis work, and on your budget.
We use Marketing Credits to estimate & plan the work – everything from graphic design to web development to SEO & ad management.
Asset Creation
Ideal for you if
You’ve just completed the Gap Analysis (level 2 or 3), and the gaps indicate you don’t have many (or any) assets – downloads, resources, guides, videos, lead magnets.
You need to get these created, and get regular accountability and strategic support as you build your own internal marketing rhythms (such as newsletters, social posting, videos, etc).
➡️ Best for: THE SMALLER & AMBITIOUS FIRM 🚀
Build Awareness
Ideal for you if
You’ve just completed Gap Analysis Level 3, and received your marketing strategy. You have some assets and lead magnets, but they aren’t getting seen. You need potential buyers to find your excellent information and your firm!
➡️ Best for: THE GROWING FIRM, SERIOUS ABOUT MARKETING 🏆
Lead Generation
Ideal for you if
You have the assets and lead magnets. You’re already doing ads and performance marketing, but it’s not working as you expected. You’re getting leads, but they’re the wrong type of clients: or no matter what you do, you aren’t getting the level of leads you’d expect. Your SEO work isn’t delivering as expected.
➡️ Best for: ESTABLISHED, INTENTIONAL, DRIVEN FIRMS 🏎️
MEET YOUR
STRATEGISTS
You’ll work with a team of strategists, with expertise in analytics, brand, and creation of marketing strategy. You’ll also be supported by content writers, designers, developers, SEO and ads experts, and an entire creative team.
CURIOUS? EXCITED TO GET STARTED?
YOUR QUESTIONS ANSWERED
What does outsourced CMO mean?
CMO means “Chief Marketing Officer”, so outsourced CMO services means we are supporting you in marketing strategy, analytics, planning, and/or implementation. It likely follows the same approach as the Outsourced CFO service you offer to your clients.
Which level do I need?
How much support you need depends on your strategy, and your marketing budget. The first step is to discover what gaps exist in your marketing, and once you know what these gaps are, it will be clear what level of monthly support you need.
Most firms start at the $2800 or $4k/mo level, as you can always upgrade or bolt-on more credits later. We encourage you to choose the level that stretches you a little, and represents your ambitions, but doesn’t push you too far beyond what’s possible for your firm.
Can I skip Gap Analysis and start with outsourced CMO services?
You can start with a monthly retainer straight away; however, we still need to know your gaps and build the plan. This means the first month (or two) of your relationship would need to be invested in determining where to focus so you get the best ROI on your marketing investment.
If you start with Outsourced CMO, the first 2 months of the this relationship is to complete the Gap Analysis (including the research, strategy, and plan).
The question is whether you want to do the one-time project and then decide on monthly work; or if you know now that you’re ready to move directly into implementation after the Gap Analysis, with no delay.
Is there any flexibility in the levels of CMO service?
Absolutely. There’s a base level of fee ($1k/mo) to cover the strategic relationship, analytics review, continued tracking, reporting, project management, comms and meetings. You can add to this base level a budgeted amount for marketing implementation – for example an additional $2k, $3k, etc. We use “marketing credits” to track implementation – learn more about our credit system here.
What if I’m not ready for that level of outsourced marketing?
First, you can still start with the Gap Analysis to understand where your biggest areas of opportunity are, and what your marketing priority is. You’re not obliged to sign up for monthly services afterwards, although most people do.
Second, if you’re not ready for that level of investment yet, you can join the monthly Marketing Lab community, which gives you access to the PF team and your fellow accountants. You’ll also be able to join any intake of the Marketing Accelerator coaching group while you are in the Lab. The Lab is $125/month on a rolling basis.
Third, we do have an Entry Level/DIY option available for small, startup firms with a lower budget and who intend to do most of the marketing actions yourself (with support from us and AI). Fill in the discovery form to tell us more.
I’m excited – where do I start??
Fill in the Discovery Form to tell us where you are now and what you need, and we’ll have a call to talk it through and agree what level Gap Analysis you need to begin. We can discuss which level of Outsourced CMO you may need once the initial strategy is complete, but you don’t need to commit to a monthly retainer until you’ve received your strategy deliverables.