Experts Turned Founders

Is Your Marketing Working For You?

Or the other way around?

If you’ve already hired help and you’re still wearing every hat, still waiting on the growth that would catch you a break —

there is a version of this where your strategy, your vendors, your numbers, and the systems underneath them all pull in one direction. Where the business grows without drowning you in the process, and marketing stops being a hat you have to wear.

Executive marketing leadership.
Without the executive salary.

Get Your Marketing Roadmap

One 60-minute complimentary session, and you’ll receive a written roadmap you can use, whether or not we decide to work together.

Who’s connecting the dots?

PLATFORMSSOURCESSEOPaid adsWebsiteEmailSocialNetworkingPrintPRAn agencyA freelancerAn in-house teamA new hireYouWhat if you could have one strategyand one person answering for it?
177%1-year revenue growth
Pediatric dental practice
150%6-month membership growth
Downtown association
$225KAnnual savings
$7M organization
15Years leading marketing
and community growth
01
Sound familiar?

“I didn't start this business
to run its marketing too.”

Said out loud, in some version, by nearly every owner who ends up here.

  • "I'm buying every job, and half of them never book."
  • "February kills me. Every year."
  • "I'm paying for all of it and I still can't tell what's working."
  • "I'm wearing every hat, and marketing is the one that never comes off."
  • "We set something up to keep customers coming back. Nobody's run it since."
  • "I've got a lot of good ideas and no plan that ties them together."
  • "I don't know what to do first, and everyone I ask has a different answer."
  • "I just want it to grow enough that I can take a breath."
YOUR MARKETING BUDGET — EVERY MONTH, AGAINSEOPaid adsWebsiteEmailSocialNetworkingPrintPRWhich of these worked for you?Booked WorkEight line items. Eight reports. No line connecting any of them to revenue.
02
The part that is hard to swallow

The biggest costs
rarely show up on an invoice.

Some of it is felt daily. Most of it rarely gets added up on a single page.

What it costs you

  • 60–80 hour weeks, with marketing always last
  • No real week away in years
  • Nothing moves when the owner isn't there
  • Exhaustion that has started to look like burnout
  • The quiet worry that this is a job, not a business

What it costs the business

  • Paying for leads, and fewer than half ever get booked
  • No recurring revenue, so every month restarts at 0
  • A customer list already paid for, sitting untouched
  • Vendor spend nobody is auditing

What it costs at home

  • The games and dinners attended in body only
  • A spouse who stopped asking when it'll slow down
  • Children watching the grind and quietly deciding against it
  • Plans made around the business instead of the other way around

Every month it runs this way is a month of growth the business doesn't get back.

03
A question worth sitting with

What if you could be free?

Marketing isn’t working unless it’s creating freedom. Which raises two questions only you can answer — free from what, exactly? And free to do what?

Freedom from

  • Being the marketing department
  • 4 vendors, 4 stories, nobody accountable
  • Spending money that can't be measured on advice that can't be evaluated
  • Seasons that make or break the whole year
  • Buying every single customer
  • Being the bottleneck in the thing you built
  • Not knowing what to do next, or in what order
  • Guessing which vendor to believe
  • Finding out about a problem a quarter after it started
  • Carrying every marketing decision by yourself

Freedom to

  • Lead the business rather than live inside every decision in it
  • Grow on purpose rather than react to whatever shows up
  • Be at the game, the dinner, the appointment — actually there
  • Build something worth keeping, handing down, or selling well
  • Stop second-guessing every marketing decision
  • Return to the work that started all of this
  • Take a real week away without the business stalling
  • Turn down work that isn’t worth doing
  • Know what to focus on next, and why
  • Hand something to your team and trust that it runs
04
Hello, I’m Heidi

I lost a company
learning this.

My first marketing campaign was a sign on the side of the road. It said “Music Lessons” with my phone number underneath. That was 15 years ago.

I later built a children's entertainment company and quickly discovered the gaps in my marketing knowledge. I hired coaches. I took courses. After I had heavily invested in a marketing agency, I still couldn't tell whether the problem was my offer, my marketing, my ads, or my audience. By the time I figured it out, it was too late.

It was heartbreaking. As difficult as the debt was to swallow, the hardest part was letting go of my team.

Within the year, I ended up launching a vocal studio, filling its enrollment within 2 months.

Everything after that studio kept proving the same thing. I would refine my newfound method in a chamber of commerce, a downtown association, a pediatric dental practice in NYC, an internal marketing agency for a $7M organization – and I found the same method worked more effectively every time.

I know what it's like to invest in marketing and not get the return I'm looking for. That's the lens I bring to every engagement.

That's the job I do now, for owners who deserve better than learning it the way I did.

Heidi, founder of Fractional Freedom Co.
Heidi
Founder, Fractional Freedom Co.
15 years ago
A sign by the road that said Music Lessons
Dallas–Fort Worth
A children's entertainment company — lost
Within the year
A vocal studio, filled in 2 months
A chamber of commerce
Launched member engagement and marketing
Franklin, TN
Downtown association · membership +150% in 6 months
Founder-led practice, NYC
Blossom Pediatric Dentistry · revenue +177% in a year
A $7M organization
5 divisions unified · $225K a year saved
Now
Fractional Freedom Co.

I've made payroll with my own money and watched it not be enough. That changes what you recommend.

Want to know what it's costing you specifically?

Let's get you a marketing audit on me — with a written roadmap afterward, and the steps I would take first in the order I would take them.

Get Your Marketing Roadmap
05
You've already tried things

None of this is for lack of trying.

  • You hired an agency. Campaigns ran. Whether they worked was never clear.
  • You brought someone in-house. Often talented, but without the vantage point or the authority to pull the pieces into one strategy, or to show what any of it earned.
  • You took a course, then hired a coach. Plenty learned. No time to build any of it.
  • You handled it yourself for a while. Which worked — right up until the business got busy. Now there is a cap on it, and the business is grinding with no clear path out.
STILL UNANSWEREDWhich of last month's jobs came from where??What does one booked customer cost me??Which of these vendors should I cut??What should I focus on first??And after that??None of these are unanswerable. They have just never been anyone's job.
06
The actual problem

There is a seat at the table nobody is sitting in.

Vendors execute. That is their job, and most do it well. But someone has to decide what should be executed at all, whether it worked, and what happens next.

In most businesses, that person is the founder — at 9pm, between everything else.

Why an agency doesn't fill it

An agency runs channels, and is paid to keep running them. They're likely not going to say the channel isn't the problem — not out of dishonesty, but because that was never the assignment. It isn't their seat.

Why part-time doesn't fill it

A coordinator executes what they're assigned. Which leaves the founder deciding, prioritizing, and still the bottleneck. The job didn't go away. A person to manage got added on top of it. Give that same person a strategy to work from and someone to develop the craft, and they become the asset you hoped you were hiring.

07
What changes

What if your marketing started working for you?

Early on, well before anything has had time to compound.

  • The past-customer list starts producing again. Revenue from people already paid for.
  • The calls already being paid for start converting. Same spend, more booked work.
  • Every vendor sits on a scorecard. Keep, fix, or fire — with a number beside each name.
  • Recurring revenue goes underneath the business. The thing that makes slow season stop being slow.
  • A monthly Growth Scorecard. One page: what a customer costs, what one is worth, and what moved.
  • Marketing stops landing on the founder's desk. Someone senior owns it, permanently.
  • Your marketing team has a strategy to work from. Briefed, coached, and given specific feedback on the work.
Growth ScorecardMONTHLYMEASURETHIS MONTH / LASTCost per booked jobLeads that became workWhat a customer is worthRecurring membersReviews earnedVendor spend reviewedThe same page, the same measures, every month — so a trend is visible.

What lands on your desk each month

Not a slide deck and not a dashboard nobody opens. One page with the same measures on it every time, so the direction is obvious at a glance and a bad month is visible while there is still time to do something about it.

The numbers on it are the ones that decide whether the business grows: what it costs to win work, how much of it converts, what a customer is worth over time, and whether the money going to vendors is earning its place.

08
What I do differently

Three things most marketers
don't do together.

01

The foundation first, then the function

Before anything gets run, the foundation gets combed through — the offer, the positioning, the reason someone chooses this business over the one down the road. Most of it is built to transact. I rebuild it to build relationships. Then I lead the function itself week to week: strategy, vendors, budget, and numbers, owned by 1 person who answers for all of it.

02

Community & movement building

I build the relationships around a business, not just the traffic to it. Customers who come back, refer, and stay. I grew a membership organization 150% in 6 months doing exactly this — with no new ad budget.

03

AI on the machinery, not the relationship

Everyone is using AI to make more marketing. That is why attention got cheap and trust got scarce. Here AI runs the repetitive work — so there is actually time for the part that earns loyalty.

AI can write a thousand posts. It can't make anyone care.

Everyone's racing to automate.
I'd rather build something
people are loyal to.

Here's what's happening in your market right now. AI drove the cost of content to almost nothing, so everybody's producing more of it, and attention got cheap fast. What got expensive is trust.

Ads reset to 0 every month. Relationships compound. The businesses that win the next 10 years will be the ones people actually feel something about — and that's built deliberately, not accidentally.

That's the whole strategy. AI runs the machinery. Humans build the relationships.

RelationshipsPaid attentionMonth 1Month 24Stop paying and one of these goes to zero. Illustrative.

Curious what this looks like in your business?

Start with the Marketing Audit. I'll tell you what I see — and I'll tell you honestly if I'm not the right person for it.

Get Your Marketing Roadmap
09
How the work goes

The Free Founder Method

An executive marketing partner in the seat every week — not a consultant who leaves after the deck. 15 years of what moves a founder-led business, refined into three phases.

01

The Dig

First we stop the bleeding — finding where the operational systems are quietly leaking dollars, and where the openings are to win customers back and keep the ones you have. Every vendor goes on a scorecard and gets marked keep, fix, or fire, so nothing keeps getting paid for out of habit. Past customers get reactivated, because that list is already yours and already paid for. And the calls you are already buying start converting at a better rate before a dollar goes toward buying more of them. This phase is built to pay for itself.

On one engagement, this surfaced roughly $225,000 a year in savings.

Then the deeper work. We find out what this business is actually best at, and why the right customers should choose it without shopping around first. Real research — your customers, your market, the competitors you get quoted against — and the positioning, offer, and message that come out of it. The thing that makes you the obvious answer instead of one of four quotes.

02

The Floor

Phase 01 found the money and the position. Here both get built. Savings get redeployed into what works, and the positioning goes live everywhere the business touches a customer — refined until the message pulls rather than pushes.

What it pulls is bigger than a campaign. People start forming something around the business: a following, a culture, customers who identify with it instead of comparing it. Underneath that we build recurring revenue — the service club, the membership plan, the recall program, whatever it is called in your world. That floor is what makes slow season stop being slow, and price stop being the conversation.

03

The Machine

A retention system your team can actually run — so customers come back by design instead of by luck, and somebody owns it on purpose. Referral systems that compound on top of it. Marketing that recruits, drawing the right customers and the right people in on the same reputation. Everything documented, and your team trained to run it, so it keeps working without either of us. This is where the business stops needing you in the middle of it, and starts being worth more than it was.

Year 1 builds the foundation. It doesn't stop there. Year 2 is where we make each customer worth more instead of just chasing more of them. Year 3 is where the business becomes worth something without you standing in the middle. Most owners only think about Year 1. The ones who get somewhere are thinking about Year 3.

10
Proof

What this has looked like.

177%

A pediatric dental practice

Good ideas, no strategy tying them together, and money going out to vendors nobody was holding accountable. We stopped the bleeding first.

Revenue grew 177% within the year — and she was able to leave her day job and be in her business full time.

150%

A downtown membership organization

Full events calendar, active newsletter, flat membership for years. They had an audience, not a community, and no system for turning one into the other.

Membership grew 150% in 6 months. No new advertising budget.

$225K

A $7M multidivisional organization

5 divisions, marketing scattered across all of them, spend duplicated everywhere. They needed the department designed, not staffed.

About $225,000 a year saved — without cutting a single capability.

Heidi speaking at a Downtown Franklin Association event
Speaking at a Downtown Franklin Association event — the membership organization above.
"

I didn't need another marketing company. I needed someone who could think strategically about the entire business. Everything now feels like it's telling the same story.

Dr. Shiva · Blossom Pediatric Dentistry

If you're looking for someone who will simply post on social media, that's not what Heidi does. If you're looking for a strategic partner in growing your business, she's exceptional.

Dr. Shiva · Blossom Pediatric Dentistry

The full Blossom case study — what the work covered, the numbers, and more of her own words — is in the questions section below.

11
What makes this different?

Outcomes over hours.

Most fractional executives sell hours. I am accountable for what changes.

89SCHEDULED DELIVERABLES IN YOUR FIRST YEARWorking sessions · Written action plans · Team trainingSystems built in · Monthly scorecards · Vendor reviews · The annual planNot one of them measured in hours.

Look at how the rest of this industry prices itself. Hours per month. Days per week. Rates that drop if you buy more hours. That's a staffing model with a strategy label on it, and it puts the burden on you to guess how much of somebody you need.

It also creates the thing owners complain about most: somebody who's on the clock or off it. Unreachable between sessions. Out of time by the third week of the month. A partner you can't reach when something's on fire.

I'm not clocking in and out of your business.

I'm an embedded teammate who's accountable for what actually changes. I don't stop at engagement metrics and follower counts.

I don't stop until it shows up as bread on your table and the freedom to sit down and enjoy it with the people you love.

If the results aren't real, this isn't worth doing. Not for you, and not for me.

12
Let's do the math

Measured against every alternative.

What owners usually considerWhat it runsWhat you actually get
Full-time marketing director$180K–$260K /yrOne salary, benefits, payroll taxes, and a hire you have to manage.
Full-time CMO$225K–$316K /yrSenior enough to lead. Far more than a $2M–$10M business can carry.
Part-time marketing manager$75K–$100K /yrSomeone to execute what you assign. You're still deciding, still prioritizing, and still the one they come to for direction.
A marketing consultantBy the
project
Often strong thinking, delivered as a recommendation. What comes after the document lands — briefing the vendors, sequencing the work, deciding what gets dropped, answering for the result — stays with you. The engagement ends and the ownership never actually moved.
Other fractional CMOsSold by
the hour
Priced in blocks of hours, so the first thing you have to guess is how much of a person you need. Reachable during their block, out of time by the third week. Strategy, but rarely ownership — and seldom retention, referral, reputation, or recruiting.
Doing nothing for another yearThe priciest
option
6 of 10 leads still never book. The customer list you already paid for keeps sitting there. February hurts the same way it did last year. And the business is worth roughly what it was worth.
13
Whether this is for you

Better to know now than 6 months in.

This works if you

  • Run a business built on your own expertise, without training in the business side of it
  • Already pay people to execute the marketing — in-house, vendors, or both — and are no longer sure it is working
  • Are about to hire marketing help and want the decision right the first time
  • Want your vendors held accountable, not replaced
  • Have marketing people in place and want them properly led — developed where they can be, replaced where they should be
  • Would rather hand the function off than hover over it
  • Can set a goal and leave it alone longer than 3 weeks
  • Want the business worth more, not simply busier
  • Would rather hear the truth than be agreed with

This doesn't work if you

  • Want someone to post on social media
  • Want to approve every decision and direct the work personally
  • Are shopping for the cheapest option
  • Chase whatever is new every few weeks
  • Want tactics without owning a strategy
  • Want a producer more than a leader — someone to design, build, and post
  • Are already at capacity, with no plan to add people or hours
  • Would rather not share revenue and booking numbers, which is what makes measuring results possible
  • Need operations or delivery fixed before marketing
  • Have partners who have not yet agreed where the business is going
  • Earn under $1M with nothing set aside to grow

I won’t say I can help unless two things are true — that I can, and that we would work well together.

14
How it starts

Everything begins
with a Marketing Audit.

One conversation, and a written plan afterward.

Step 01

The conversation

I ask questions, you talk, I listen. We go through where customers come from, what you're spending, what's working, and what's actually holding the business back.

Step 02

The roadmap

Afterward I write it up — what I heard, what I see, and the 3 things I'd do first, in order, with the reasoning behind the order. Yours to keep either way.

Step 03

Your call

We walk through it together. If it makes sense to work together, we'll talk about that. If it doesn't, you've still got a plan and I'll point you toward who could help.

That is the whole first step.

One conversation, then a written roadmap — the biggest gaps in your marketing, what to focus on first, and in what order. Yours to keep either way.

Get Your Marketing Roadmap

Complimentary · No cost and nothing owed

15
Before you reach out

What you’re probably
wondering.

What is this, exactly?
The short version is that I take the marketing function off your plate and lead it — strategy, vendors, numbers, and the systems underneath. Some people call that a fractional CMO.

The more accurate answer is about what changes rather than what I do. You stop being the person marketing waits on. The business stops being something that only works when you are inside it. And the way you are positioned in your market shifts from competing on price and availability to being the one people choose on purpose.

What I bring isn't oversight. It is a methodology I have been refining since I lost my own company — and rebuilt several times over since, inside a chamber of commerce, a downtown membership organization, a $7M multidivisional company, and a founder-led practice. What transfers between them is not a template. It is knowing which questions to ask first, which numbers actually predict the next six months, and which of the four usual suspects — offer, message, audience, or channel — is the one costing you.
CASE STUDY · BLOSSOM PEDIATRIC DENTISTRYWhat does this actually look like on a real business?
Dr. Shiva had opened Blossom Pediatric Dentistry around a specific clinical philosophy — biological, airway-focused pediatric care — and no way to communicate it. In her words: “I had a lot of good ideas but no cohesive strategy.” She was already paying vendors, already making every call herself, and second-guessing most of them. She also named the thing underneath all of it: “I wanted to make sure I was investing my time and money wisely as a new practice owner.”

What the work covered. We started by stopping the money from leaking — every vendor evaluated and held to what they were being paid for. Then brand identity and messaging, the website and the patient journey, SEO review, printed and referral materials, and a parent-centered social strategy.

Underneath that we built the parts that compound: a patient retention and recall system, a membership plan for families without insurance, referral materials the practice could actually hand out, and metric tracking so that for the first time there were numbers to manage against rather than impressions.

And the part she names first when she describes it — deciding what to do, and in what order.

What happened. Comparing six months before to the same six months a year later, revenue was up 177%, with the monthly average running 2.77× what it had been. Across the full 12 months following the engagement, revenue was up 144.5% against her annualized baseline. The second six months outpaced the first by 31% — which matters more than the headline number, because it means the growth compounded instead of spiking and settling. She was able to leave her day job and be in her practice full time.

What she says about it. “The biggest result wasn’t just a number; it was confidence and direction. Instead of constantly second-guessing every marketing decision, I now have a clear roadmap and a much stronger understanding of where I want Blossom to go.” And the line I think about most: “Everything now feels like it’s telling the same story.”

On what the work was like: “She approached every conversation as a true partner — listened carefully, challenged my thinking, and consistently brought clarity whenever I felt overwhelmed by decisions.” And on why she brought me in at all: “From our first conversations, I felt she genuinely cared about helping me build something meaningful rather than simply selling marketing services.”

How is this different from an agency?
Different jobs, and most growing businesses need both.

An agency is a specialist production team. They build and run the channel work — ads, SEO, web, creative — and a good one is genuinely hard to replace. I hire them, I brief them, and I defend their budget when it is earning.

What an agency is not positioned to do is sit on your side of the table and decide which channels deserve budget at all, or connect that spend back to booked revenue in your system. That is my seat. I set the strategy, direct the work, and hold the whole picture together with you.

Agencies tend to like working with me for exactly that reason — a client with a clear strategy is a client they can actually succeed for. Several of my referrals come from them.
I already have an agency I like.
Keep them. I'm not here to replace people doing good work. I'm here to make sure it connects to your goals and that someone is holding the whole picture together alongside you. Agencies tend to like working with me for exactly that reason.
I already have a marketing person. What happens to them?
They stay, and in most cases they get better at the job.

Marketing people often work without the full picture of where the business is headed — not because anyone withheld it, but because it lives in the founder's head and there is rarely time to translate it. Give that same person a clear strategy, the reasoning behind each priority, and specific feedback on the work, and the output changes quickly.

Training your team is part of the engagement rather than an add-on, and it happens inside our working sessions: the strategy behind the decisions, the craft itself, and the tools worth learning — including how to use AI so it saves them time without flattening your voice.

What you end up with is a marketing function that runs well and keeps running, staffed by the people you already chose.
My agency can't prove what they're earning me. Can you?
This is more common than people realize. Many agencies are never given access to the client's CRM or booking system, so they can show you leads and traffic but not revenue. I'm on your side of the table, which means I get that access. Closing that loop is usually one of the first things we fix.
Am I too small for this?
Under about $1M in revenue, probably — the leaks aren't bigger than the fee yet, and I'd rather say that than take your money. Past that, what you're already losing to unmanaged vendors and unbooked calls usually exceeds what I charge.
What if you don't know my industry?
You're the expert in your trade. That's your seat, not mine. Mine is the machine around it, and that machine is the same in every service business: get found, convert the call, do great work, bring them back, earn the review, earn the referral. I'll also do my homework before we talk — I'll know what a lead costs in your industry before I walk in.
Do you have to be local?
No. I am based in Tennessee and the work is remote, so where your business sits is not a constraint. Sessions happen by video, and I am glad to be on site when it is genuinely useful — an early walkthrough of the shop or the practice is often worth the trip.

The only geography that matters is the exclusivity rule: one business per category in a given market. If I am working with an HVAC company in your market, I am not taking its competitor.
How much of my time does this take?
Two working sessions a month, about an hour each. Between them what I need is access to your numbers and permission to work directly with your vendors — not your time.

I come to those sessions with the thinking already done and the recommendation already made. The only decisions that go back to you are the ones an owner should be making anyway: whether to add a truck, open another operatory, take on a second location, raise prices.

What you stop doing is the part most owners notice first — chasing vendors for updates, assembling the reporting nobody agrees on, and carrying the standing question of what to do next. That question is the expensive one, because it does not stay in business hours.
How many clients do you take?
3 at a time. And 1 business per category in a given market — so if I'm working with an HVAC company in your market, I'm not working with its competitor. It's a limit, not availability. It's how many businesses I can genuinely be embedded in without becoming the thing I don't want to be, which is someone who shows up for an hour and disappears.
Why can't I just learn this myself?
I tried that. When my own company was struggling I hired coaches, took courses, and taught myself everything I could find — and I still lost it. The information wasn't the problem. Nobody was in the seat with me while I was drowning in it. You can absolutely learn this. The question is whether you've got the runway to learn it while also doing your actual job.
Can't I just use AI for this now?
You should, and I'll help you. AI drove the cost of execution to almost nothing, which is exactly why it stopped being the advantage. When anyone can produce content endlessly, attention gets cheap and trust gets scarce. AI can write a thousand posts. It can't make anyone care, and it can't tell you which of the 4 things wrong with your marketing to fix first.

Why there are only 3 seats

I work with 3 businesses at a time, and only 1 per category in a given market. If I'm working with an HVAC company in your market, I'm not taking its competitor. It's how many businesses I can genuinely be embedded in — and it means a competitor can take the seat instead.

Why the timing matters

Recurring revenue has to be built before the season it's meant to protect. A retention program started in October is enrolling by winter. Started in January, it misses the year entirely — and February arrives the same way it always has.

Building something great shouldn't cost you the life it was built to make possible.

That belief is why this company exists. A business is meant to be the vehicle to freedom. My job is to make it one.

Find out what your marketing is actually earning.

You'll walk away with a written roadmap — 3 gaps, 3 priorities, in the order I'd tackle them — whether or not we ever work together.

And if I don't think I'm the right person to help you, I'll say so on the call and tell you who is.

Get Your Marketing Roadmap
Fractional Freedom Co.
Building something great shouldn't cost you the life it was built to make possible.
heidi@fractionalfreedom.ai
fractionalfreedom.co
Get Your Marketing Roadmap