This session provides an overview of the fractional executive landscape. It covers the current state of the industry, benchmarks for assignment duration and income, and the various players in the fractional ecosystem. The session also explores different pathways to transitioning into fractional work and emphasizes the importance of a clear positioning statement.

Key Learning Outcomes:

• Determine if this career is right for you and the directions you can go with it

• Identify and focus on your superpowers

• Determine your GTM/offering to be able to position yourself effectively

This session first focuses on building a strong brand and marketing strategy for fractional executives. It covers topics such as defining your ideal customer profile (ICP), creating buyer personas, developing a pricing matrix, and tailoring content to specific target audiences. The session highlights the need to provide value upfront and establish clear communication channel.

Key Learning Outcomes:

• Get the 5 critical elements of your marketing strategy and the tools you need to get started

  • Brand

  • Website

  • Social/Content

  • Communities / Go-To-Network

  • Marketplaces (matching clients with fractionals/consultants)

The second part on Sales has two elements: The first part covers strategies for finding and connecting with potential clients, generating interest, and converting that interest into contracts. The second part discusses the importance of ongoing qualification, value alignment, managing client expectations, using diagnostic contracts, and concluding engagements with an impact summary.

Key Learning Outcomes:

• Determine how to develop a multi-channel sales strategy

• Believe in the give-to-get model

• Aligning your Strengths - know how to defer & refer to stay in your excellence zone

• Begin building your partnership/referral network

• Apply the ABP (always be prospecting) approach

• Learn to increase your conversion rate on closing deals

This session focuses on one of the most important foundations of a successful fractional practice: how to price your services and structure client engagements in a way that creates clarity, fairness, and sustainability for both sides.

Many executives entering the fractional world initially struggle with pricing. Traditional compensation structures—salary, bonus, and equity—do not translate directly into fractional engagements. This session explores how fractional leaders can develop pricing models that reflect the value of their expertise while remaining aligned with the needs and budgets of small and mid-sized companies.

Participants will review common pricing approaches used in the fractional market, including monthly retainers, project-based pricing, hourly structures, and hybrid models. The discussion emphasizes the advantages of predictable monthly retainers that align with the ongoing nature of fractional leadership roles, while also addressing situations where project pricing or advisory structures may be appropriate.

The session also covers how to define scope, structure engagement terms, and create clear expectations with clients. Topics include setting hours or availability expectations, defining deliverables, establishing communication rhythms, and avoiding scope creep. Participants will also review key components of professional agreements, including statements of work, confidentiality provisions, termination clauses, and payment terms.

The goal of this session is to help fractional executives establish pricing and contracting practices that support long-term client relationships while protecting the value of their time and expertise.

Key Learning Outcomes:

By the end of this session, participants will be able to:

• Understand the most common pricing models used in fractional executive engagements

• Determine appropriate pricing structures for advisory, project-based, and ongoing fractional roles

• Develop a monthly retainer model that reflects the value of executive-level expertise

• Define engagement scope, expectations, and deliverables clearly to avoid misunderstandings

• Structure agreements that balance flexibility with professional protection

• Understand the key components of fractional service contracts and statements of work

• Establish payment terms and engagement structures that support predictable income

This session explores the essential technology stack that enables fractional executives to run an efficient and scalable practice. As solopreneurs, fractional leaders must balance many roles—business development, delivery, marketing, and administration—making thoughtful use of tools and automation critical.

The first part of the session introduces the core categories of tools commonly used in a modern fractional practice. These include platforms for data enrichment, lead generation, CRM, email writing, LinkedIn engagement, workflow automation, and analytics. Participants will learn how to evaluate tools based on simplicity, reliability, and fit for a one-person or small-team business. The emphasis is not on building a complex system, but on assembling a practical stack that reduces manual effort while maintaining control of the customer relationship.

The second part of the session focuses on the growing role of Artificial Intelligence in running and scaling a fractional business. AI tools can act as a “virtual team,” helping with research, content generation, prospecting, outreach personalization, and workflow automation. Modern CRM and sales platforms increasingly integrate AI capabilities such as predictive lead scoring, automated segmentation, personalized messaging, and workflow recommendations. When used effectively, these capabilities allow solopreneurs to automate repetitive tasks, gain faster insights from data, and focus more time on strategic work and client relationships.

The session will demonstrate practical ways to integrate AI into everyday workflows—such as drafting outreach messages, summarizing research, generating content, analyzing prospects, and automating routine administrative work. Participants will also discuss where AI works well and where human judgment remains essential.

Overall, the goal is to help fractional executives build a lean, flexible technology environment that evolves as their business grows.

Key Learning Outcomes:

By the end of this session, participants will be able to:

• Determine which tasks should be handled manually, automated through technology, or outsourced

• Identify the core components of a practical tech stack for a fractional executive practice

• Evaluate different tool categories (e.g., CRM, lead generation, data enrichment, automation, communication) and understand representative platforms

• Understand how AI tools can support prospecting, outreach, content creation, and research

• Apply AI to increase efficiency without over-automating critical relationship-building activities

• Prioritize simplicity and integration when selecting technology tools

• Identify additional tools and automation opportunities as the business grows

This session addresses the challenges and opportunities of scaling a fractional practice and preparing for potential exit strategies. It covers topics such as time management, productizing services, building teams, entering partnerships, managing feast and famine periods, and ensuring revenue predictability. The session also includes a discussion on the importance of using time blocking techniques to improve efficiency.

Key Learning Outcomes:

• Identify if the day in the life of a fractional is for you

• Ensure you will be able to keep up with the Jones

• Begin to think about your end game and know if scaling is right for you