Why this approach works.

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

See Roadmap

"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

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, MarTech Advisory), the methodology follows a proven 3-phase 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).

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.

View Sample Work

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

Strategic growth, systematically delivered.

Phase 1: Strategic Diagnosis

Phase 2: Architecture & Design

Phase 3: Execution Oversight

Responsive communication

Transparent reporting

Flexible engagement

Disconnected teams

Revenue plateau

Compliance paralysis