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Elevate Your Marketing

With our Fractional CMO services, we take care of it all – from strategy to content, and beyond.

What is a Fractional CMO?

A Fractional Chief Marketing Officer (CMO) is a strategic professional who operates on a part-time basis, providing comprehensive leadership and expertise in the realm of marketing. Functioning as an integral extension of your team, a Fractional CMO is well-versed in crafting and executing marketing strategies tailored to your unique goals.

Hit The Easy Button on Your Marketing Strategy

At Perfectly Planned Content, our mission is to take your marketing to the next level – all while freeing you up to focus on serving your clients, managing your team, and growing your firm.

You gain the benefit of having a full team of seasoned marketing experts in your corner – at a fraction of the cost of hiring a full-time CMO or marketing director in-house. We act as our client’s strategic partner, project manager, and “get it done” crew.

Year One

with Perfectly Planned Content

We hit the ground running in our first year with Fractional CMO clients. Our goal is to build a complete digital foundation that will serve your firm for years to come, all while gaining momentum with short-term marketing strategies that get you results ASAP.


  • 2-hour Strategy Intensive
  • Website Audit and Adjustments
  • Sales Funnel Shore-Up
  • SEO 
  • Monthly Meetings


  • Email Marketing 
  • KPI Check 
  • Content Creation & Strategy
  • Organic Social 


  • Internal Marketing
  • Lead Generation 
  • Digital Presence 
  • Content Repurposing


  • Year-End Marketing
  • Client Referrals 
  • Analytics Check
  • Annual Strategy Session 

Beyond Year One

The majority of our Fractional CMO clients have been with us for 5+ years. When we’re with clients, we’re committing ourselves to a partnership that lasts. Beyond our first year of working together, we help our Fractional CMO clients with any and all of the marketing needs that they run into. Here’s a snapshot of our areas of expertise:

Marketing Strategy


Graphic Design

Social Media

Blog Writing


Email & Drip Marketing

Client Referrals

Brand Collateral


Scalable Client Communication

In-Person and Virtual Events

Marketing Automation & Tech

Lead Generation

Analytics & KPI Tracking

Who Is a Fractional CMO Fit?

We forge enduring partnerships, believing that sustained success is built on trust and collaboration. Our clients value having a team of experts in their corner, and we have partnered with them for many years. We’re a boutique firm, and we truly view our clients as family – and we love working with firms that value those relationships.

Does this sound like you?


Advisors in our network boast annual revenues exceeding $1 million.

Team Dynamic

While we partner with some solopreneurs, the majority of our advisors lead teams of three or more.

Walk the Walk

They’re ready to invest 5%+ of their annual revenue to meet their marketing, branding, and content goals.


Our clients are excited to create exceptional brands, high-powered content, and marketing systems that convert. They also want to nurture their existing book of business – streamlining and scaling communication to offer better services to their clients.

Strategic Growth Focus

They aspire to expand their book of business through effective marketing while laying the groundwork for enduring content.

Open-Minded Approach

Our advisors partner with our dedicated team to develop and execute their marketing strategy – fully delegating their marketing needs to our team and our strategic partners. They embrace collaboration, and are receptive to fresh and innovative ideas.

What Our Clients Are Saying

Want to Learn More?

Schedule a call with us today! We’d love to hear from you.