Fractional CMO for High-Trust Service Businesses
Turn Referral-Driven Growth Into a Scalable Client Engine
I step into the senior marketing seat, take marketing off your desk, and lead the team with AI-native systems.
Trusted by 100+ companies since 2014
Are You Still the CMO of Your Own Company?
Every campaign, hire, and budget call still waits on you while growth plateaus.
New clients still come through your relationships and referrals. Growth from here needs marketing that doesn’t run on your personal bandwidth.
A full-time CMO is a cost you can’t justify yet. Running it yourself is costing you the time and focus the business needs from you.
You carried it here on your back. The next stage shouldn't ask the same.
So Who Carries It From Here?
Today, your marketing falls to a coordinator, a small team, or an executive covering it on the side. What’s missing is a senior leader setting the strategy. That’s the seat I step into.
I own the marketing decisions and hold the team accountable to winning new clients.
That starts with a comprehensive marketing strategy built to your growth targets, and a team reshaped to deliver it: restructuring roles, hiring, and adding vendors or specialists where needed.
I’m embedded in the business, not advising from the sidelines. Senior enough to own the strategy. Close enough to lead the team every week.
And experienced enough to do it under strict compliance rules, as I have for a $1B wealth management team.
Who I Work With
Established small and midsize businesses, roughly $5–25M in revenue
Selling high-trust services to affluent clients: advisory firms, professional services, specialty practices, premium memberships
Marketing still runs through the CEO (or another senior leader doing it on the side), new clients lean on referrals, and there’s no unified strategy holding it together
If that’s you, let’s talk.
What You Gain With a Fractional CMO
-
Owns positioning, messaging, and channel strategy from first touch to signed client
Acquisition roadmap tied to new clients won, what each one costs, and what each one is worth
The marketing decisions that don't belong in your inbox anymore
-
One strategy for your in-house team, freelancers, and agencies
Clear owners, weekly accountability, and systems that run without the CEO in the room
AI workflows and automations that multiply what a lean team can produce
-
Daily marketing decisions stop routing through the CEO
Team check-ins, campaign reviews, and strategic calls stop requiring your presence to function
Calendar and headspace back for the work only you can do
What Shane’s Clients Have to Say
MomentumOS™ – The Operating System Behind the Work
Every time I solved a marketing problem for a client, I wrote down how. Twelve years and 100+ clients later, those write-ups are 39 playbooks, organized into a framework I call MomentumOS™.
Eight Growth Activators in three layers: strategy first, then the team, then the engines that bring in and convert clients, with AI and data on top once the core is working.
They are Strategic Clarity, Demand Engine, Nurture Systems, Conversion Engine, Customer Success, Team Performance, Data-Driven Intelligence, and AI Integration.
Each quarter we find the one constraint holding the business back and choose the two or three playbooks that go after it. That decision, and leading the team through it, is where I focus my time.
Start with the free diagnostic to see which activator is holding you back.
Why Work With Me
Track Record
I’ve led marketing for a $1B wealth management team at a global wirehouse, under strict compliance rules.
As CMO of Gobundance, a national mastermind of 800+ investors and business owners, I took qualified applicants from 13 a month to a peak of 131 in under a year, with ad spend returning about 12x in member value.
AI Fluency
Most marketing leaders now use AI to work faster. Few have installed a working AI system inside a company and led a team through adopting it.
That’s the work I lead, and it doesn’t end at launch: in a high-trust business, AI needs senior judgment and oversight every week, not a one-time install.
Shared Taste & Context With Your Clients
Most marketers study the affluent buyer – investors, business owners, high-income professionals.
I understand their world because I live in it. Over a decade in the New York City metro. Years inside business masterminds, leadership circles, and peer communities.
The instincts don’t come from research. They come from being one of them.
Experience
Since 2014, I’ve served 100+ companies across professional services, education, and healthcare, including the University of Pennsylvania and NYU. At one B2B firm, the client-acquisition engine I built became its primary source of new business, and retainer revenue grew 64%.
My practice is small on purpose. I’m embedded in each business I lead – in the team meetings and the decisions, not managing an account from a distance. That’s how you get a partner, not a vendor.
Ready to Stop Being the CMO of Your Own Company?
You built this on your name, your relationships, and your judgment. Now let a dedicated marketing leader carry it from here.
We’ll talk through where new clients come from today and what your growth targets need from marketing.