JSRG’s Fractional CMO Process Here Is Exactly what Happens when You Work with JSRG Ventures.

No vague “we’ll figure it out together” language. No black-box consulting. Every Fractional CMO engagement follows a clear, five-phase process, and you know what happens at each step before you sign anything.

A Fractional CMO Process Built around One Thing:
Getting Your Marketing to Actually Work.

Most CEOs who reach out to JSRG have tried something before. An agency that needed too much direction. A marketing hire that didn't pan out. A consultant who delivered a deck and disappeared. The JSRG engagement model is designed specifically to avoid all of that.

Every Fractional CMO engagement follows five phases, in order. Each phase has a defined scope, a clear output, and a specific outcome. You always know where you are, what's happening next, and what you'll have when each phase is complete.

Marketing leader presenting a growth plan to her team, showing what a fractional CMO does to get marketing actually working

Know what to Expect with
Our Transparent Fractional CMO Process

Week 1: Before you commit to anything

Discovery

What happens

A 30-minute diagnostic conversation, not a sales call. You'll talk with a senior JSRG marketer, the same person who would lead your engagement, about where your marketing stands today, what's working and what isn't, where you want the business to go, and what's been getting in the way. We ask direct questions and give you direct answers. If JSRG isn't the right fit for where you are right now, we'll tell you that too.

What you have when it's done

A clear picture of whether a Fractional CMO engagement is the right move for your business, and which JSRG tier makes the most sense if it is.

Start Here: Book a Discovery Call
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Days 3 to 5 after the discovery call

Proposal

What happens

Within three to five business days of the discovery call, we deliver a written engagement proposal. It covers the recommended tier, the scope of work for the first 90 days, the monthly investment, the minimum commitment, and the specific outcomes the engagement is designed to produce. The proposal is written in plain language. No boilerplate, no ambiguity. If anything in it needs adjusting before you're comfortable moving forward, that conversation happens before anything is signed.

What you have when it's done

A clear, written agreement that defines exactly what you're getting, what it costs, and what success looks like. No surprises after the ink dries.

Week 1 to 2 of the engagement

Kickoff

What happens

The kickoff phase is structured and focused. We meet with you and the relevant members of your team to gather the context needed to do the work well: your business goals, your customer, your competitive landscape, your current marketing assets, and the internal stakeholders and vendors we'll be working alongside. This is not a passive information-gathering exercise. By the end of kickoff, we have a clear picture of your business and you have a clear picture of how the engagement will operate week to week.

What you have when it's done

A completed onboarding, an aligned team, and a defined operating rhythm covering meeting cadence, reporting structure, communication channels, and escalation path, so the engagement runs smoothly from day one.

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Weeks 2 to 4 of the engagement

Strategy

What happens

This is where the real work begins. We conduct a full marketing audit, assessing your current positioning, messaging, channels, content, campaigns, and performance data, and use it to build the strategic foundation the engagement runs on. The output is a 90-day marketing roadmap: prioritized initiatives, defined KPIs, channel recommendations, and a clear plan for how marketing connects to your revenue goals. The roadmap is built for your business specifically, not adapted from a template.

What you have when it's done

A written 90-day marketing roadmap with clear priorities, defined success metrics, and a sequenced plan your team can execute against starting immediately.

Month 2 onward: ongoing for the duration of the engagement

Execution

What happens

The roadmap goes live. We lead the execution of your marketing program: directing your internal team, managing agencies and vendors, developing campaigns, overseeing content, tracking performance, and making real-time adjustments as results come in. Every month includes a performance review against the KPIs established in the strategy phase. Every quarter includes a roadmap refresh to account for business changes, new priorities, and what the data is telling us.

What you have while it's ongoing

A functioning, accountable marketing operation with consistent strategic direction, measured performance, and a senior leader responsible for making it work.

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PLEASE NOTE

This is the ideal roadmap for our fractional CMO process.

Every engagement moves through these five phases, but no two businesses arrive at them the same way. What stays constant is this: you always know where you stand and what happens next, before it happens.

The timeline above assumes a straightforward proposal and agreement process. If you have lengthy or complex internal review or approval requirements, factor in additional time on your own end.

A Few Things JSRG Is Not.

Not a Set-It-and-Forget-It Retainer

JSRG engagements require your participation. You'll be asked for input, kept informed of decisions, and expected to show up to the sessions and reviews that make the engagement work. The more access we have to your leadership team and business context, the better the results.

Not an Agency or Production Shop

Depending on the engagement model you choose, JSRG does not write your content, design your ads, or build your campaigns in-house. The role is strategic leadership and execution oversight. Hands-on production is handled by your internal team, your existing agency, or vendors we help you select and direct.

Not a Short-Term Fix

Marketing compounds over time. A 90-day roadmap sets the direction, but the most meaningful results (consistent pipeline, strong brand authority, sustainable search visibility) take sustained effort over multiple quarters. JSRG engagements are built for companies ready to invest in marketing as a long-term growth driver, not a one-time campaign.

Have Questions?
The First Step Only Takes 30 Minutes.

verything starts with the discovery call. It costs you nothing but a little time, and you'll leave it with a clear picture of what senior marketing leadership would look like for your business, whether you move forward with JSRG or not.

No pressure. No commitment required.

Common Questions about Our Fractional CMO Process

What if I decide after the discovery call that I'm not ready to move forward?

That's a completely legitimate outcome. The discovery call carries no obligation. If the timing isn't right, the budget isn't there yet, or JSRG simply isn't the right fit for where your business is today, we'll tell you that honestly, and you'll leave the call with a clearer picture of what you actually need, regardless of whether that's JSRG Ventures or someone else.

How involved do I need to be once the engagement is underway?

The short answer is: involved but not overwhelmed. You'll participate in a regular cadence of strategy sessions, review the monthly performance report, and be available for decisions that require your input or authority. The goal orf our fractional CMO process is to take marketing leadership off your plate, not to add more meetings to your calendar.

What happens at the end of the minimum commitment period?

Engagements continue on a rolling month-to-month basis after the minimum commitment period unless either party provides 30 days' written notice. There is no automatic renewal that locks you in beyond the minimum. Most clients choose to continue because the fractional CMO process is producing results, but the option to exit cleanly is always there.

Do you work with companies that have never had a marketing leader before?

Yes, and it is one of the most common situations JSRG works in. Companies that have never had a dedicated marketing executive often have the most to gain from our fractional CMO process. The kickoff and strategy phases are specifically designed to build the foundation from scratch if needed.

What does the proposal look like and what does it commit me to?

The proposal is a short written document, typically two to three pages, that outlines the recommended engagement tier, the scope of the first 90 days, the monthly investment, the minimum commitment period, and the key outcomes the engagement is designed to produce. Signing the proposal initiates the engagement agreement. Nothing is binding before that point.

Can the scope change after the engagement begins?

Yes, within the bounds of the agreed tier. If your needs grow significantly beyond the original scope, upgrading to a higher tier is always an option with 30 days' notice. Changes to the engagement structure are handled transparently and documented in writing.