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    Strategic growth, systematically delivered.

    From strategic diagnosis to measurable transformation.

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    Why this approach works.

    A structured approach designed for Financial Services and B2B SaaS companies navigating compliance, complexity, and aggressive growth targets.

    Explore what’s next

    "Your contribution is invaluable: you’ve successfully leveraged your marketing and digital marketing expertise to help build a solid marketing function. You’ve clearly played a key role in bringing the company out of the Stone Age and into the 21st century!"

    Carol Sirou.jpeg

    Carol Sirou

    CEO | EthiFinance | 16 month of collaboration

    Strategical & tactical

    Design the system once. Execute repeatedly. I architect your revenue infrastructure, we implement together and your team owns it.

    Compliance-aware

    Built for regulated industries. GDPR, AI Act, ESMA, Basel III considerations baked into every framework and workflow.

    Iterative & measurable

    Monthly reviews. Transparent reporting. Actionable recommendations. Your Board sees measurable progress, not PowerPoint promises.

    Foundational framework

    Regardless of engagement type (Fractional CGO, RevOps Architecture, Technical CEO Advisory), the methodology follows a proven structure.

    Phase 1: Strategic Diagnosis

    ✓ Executive stakeholders + team interviews

    ✓ Revenue system audit & friction point analysis

    ✓ Tech stack health check

    ✓ Competitive positioning review

    ✓ Strategic plan & roadmap design

    DELIVERABLE

    ➜ 60-min ExCom presentation with actionable recommendations.

    TIMELINE

    ➜ Month 1 (or Week 1 for Technical CEO Advisory).

    Phase 2: Architecture & Design

    ✓ Revenue architecture blueprint implementation

    ✓ Workflows, customer journey & data ownership mapping

    ✓ Data governance frameworks (GDPR, AI Act)

    ✓ GTM strategy & playbooks

    ✓ Team structure optimization

    ✓ System integration design (CRM, automation, analytics)

    DELIVERABLE

    ➜ Complete strategic documentation + execution plan.

    TIMELINE

    ➜ Months 2-3 (or Weeks 2-4 for shorter engagements).

    Phase 3: Execution Oversight

    ✓ Supervision of execution

    ✓ Monthly strategic reviews

    ✓ Continuous optimization

    ✓ Executive & team trainings and enablement program

    (2-day workshops, 1-1 acceleration, knowledge hub)

    ✓ Performance tracking & Board reporting

    DELIVERABLE

    ➜ Monthly performance reports + strategic adjustments.

    TIMELINE

    ➜ Months 4-6+ (or ongoing for Fractional CGO).

    Methodology - Timeline

    4 Phases Methodology

    Phase 1: Assess Month 1
    Product ➜ Marketing ➜ Sales ➜ CS
    Phase 2: Align Months 2-3
    Shared goals & workflows
    Phase 3: Activate Months 4-6
    Unified execution
    Phase 4: Amplify Months 6-12
    Continuous optimization
    Engagement: Varies depending on your priorities
    Typical Duration: 6-12+ months
    Let's Start
    Deployment Roadmap

    Deployment Roadmap

    Output 1
    Prove value with a pilot
    ▼
    • Picking battle carefully: We choose a painful but contained problem. Equity research support or tier-1 customer inquiries work well. Avoid anything touching core trading systems initially.
    • Building your coalition: I partner with 2-3 senior users who'll champion the project from an internal perspective. Their feedback and credibility matter more than perfect technology.
    • Defining clear success metrics: For instance, 85% accuracy on defined tasks, 50% time savings, positive user feedback. Make success measurable and achievable.
    Output 2
    Expand strategically
    ▼
    • Connecting to systems: I add market data feeds, CRM systems, and risk databases. Each integration multiplies your agent's value.
    • Coordinating agents: Progress from single agents to teams. I let research agents feed portfolio construction agents. We start simple workflows before attempting complex orchestration.
    • Building your AI team: I combine technologists with business experts. The best agents come from teams that deeply understand both domains.
    Output 3
    Scale across the business
    ▼
    • Deploying agent networks: We enable complex workflows like automated compliance checks and continuous portfolio balancing.
    • Implementing proper governance: We align with model risk guidelines like SR 11-7. Document everything. Make decisions auditable.
    • Measuring real impact: We track operational errors, response times, and compliance scores. Show concrete ROI to secure continued investment.
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    What you get by service

    While the framework is common, deliverables are tailored to your engagement type.

    Fractional CGO

    Strategic planning sessions

    ✓ Monthly C-suite alignment on growth priorities, roadmap reviews, budget optimization, and team structuring.

    ✓ Board-ready performance reporting.

    Team & system oversight

    ✓ Architecture and supervision of CRM, marketing automation, data governance, and AI integration (optional).

    ✓ I design, we implement and your team owns it. Together, we execute.

    Performance & commitment

    ✓ Transparent reporting, actionable recommendations, and clear prioritization.

    ✓ Your team aligns with business goals and delivers measurable ROI.

    ENGAGEMENT: 6-10 days/month

    TYPICAL DURATION: 6-12+ months

    RevOps Architecture

    Tech stack audit & cleanup

    ✓ CRM health check, marketing automation review, product analytics, identification of gaps and redundancies.

    ✓ Clear picture of what works, what's broken, what's missing.

    System design & architecture

    ✓ Ecosystem architecture blueprint, data governance frameworks, lead lifecycle mapping, handoff protocols, team alignment procedures.

    ✓ Complete documentation for implementation.

    Implementation & training

    ✓ Ecosystem configuration, automation setup, unified metrics dashboards (RevOps reporting).

    ✓ Executive & team training on systems, data governance and workflows for sustainable adoption.

    ENGAGEMENT: 1-3 months intensive project

    DELIVERABLE: Operational system + trained teams + ongoing optimization support

    Technical CEO Advisory

    2-hour monthly strategic session

    ✓ Deep dive on your current technical challenges: roadmap reviews, vendor evaluations, architecture decisions, AI strategy (optional).

    Pre-meeting technical checks

    ✓ Technical inspections and quick checks before critical meetings. e.g., "Is this timeline realistic?", "Should we really migrate now?".

    Monthly analysis memo

    ✓ Written assessment of key technical decisions, risks flagged, and recommended actions. Keep your board and leadership aligned.

    ENGAGEMENT: 1-2 focused advisory sessions per month, on an ongoing base

    DELIVERABLE: Decision frameworks, vendor scorecards, implementation roadmaps

    What to expect when working together

    Responsive communication

    Slack for ongoing questions, monthly strategic sessions, ad-hoc calls when decisions need validation.

    You're not waiting weeks for answers.

    Transparent reporting

    Monthly performance dashboards, Board-ready presentations, written memos documenting

    decisions and risks. No surprises, no fluff.

    Flexible engagement

    Together, we adjust scope and scale up as priorities shift.

    If a 6-day/month engagement becomes 10 days, we

    adapt. If 3 months becomes 6, we extend.

    Ready to transform your approach?

    Whether you're a CEO navigating compliance while growing your business, a CMO needing RevOps

    infrastructure, or an executive struggling to clearly communicate your growth metrics, let's discuss your situation.

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    Browse by common challenge

    Disconnected teams

    Issue: Marketing ≠ Sales ≠ Product. Silos killing pipeline velocity.

    Solution: Cross-functional alignment via unified CRM, shared KPIs, RevOps reporting, handoff protocols.

    See case study

    Revenue plateau

    Issue: Growth stalled despite marketing spend. CAC rising, LTV stagnant.

    Solution: Revenue architecture blueprint, lead scoring, attribution modeling, pipeline optimization.

    See case study

    Compliance paralysis

    Issue: GDPR, AI Act, ESMA requirements blocking AI adoption and marketing automation.

    Solution: Compliance-first automation frameworks, data governance, audit trails.

    See case study
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