The working playbook for operators running a portfolio of clients. No fluff. No thought-leadership. Just the docs we wish someone had handed us when we started.
Start here. What fractional work is, who hires for it, and how it compares to freelance and consulting.
Fractional work means renting senior expertise by the slice — not the seat. Here's how it actually works, who hires for it, and what to charge.
Everything you need to know about fractional work in 2026 — the model, the math, the tools, and how to run a 3-5 client portfolio without losing your mind.
Plain-English breakdown of the three most-confused work models, and how to know which one you're actually selling.
A working list of where to find fractional work jobs in 2026 — marketplaces, communities, and the back-channels most operators actually use.
Fractional reserve banking explained simply — and why fractional CFOs and operators need to understand the basics of how their clients' deposits actually move.
Win the next three clients without a job board. Positioning, outreach, discovery, and proposals.
A blunt, week-by-week playbook for landing your first three fractional clients. Channels, scripts, pricing, follow-up cadence — what actually closes in 2026.
The real ranking of where fractional clients come from — based on what working operators report, not what LinkedIn gurus sell.
A practical framework for narrowing your fractional positioning so referrals get specific and inbound starts to compound.
Six battle-tested email templates: warm intros, network reactivations, post-event follow-ups, and the "I'm going fractional" announcement. Copy, adapt, send.
A copy-paste discovery script for fractional CFOs, CMOs, CTOs, CHROs, and COOs. Builds rapport, surfaces budget and urgency, ends with a clear next step.
A two-page proposal template purpose-built for fractional engagements. Used by operators closing $8K–$25K monthly retainers — copy it, fill it in, send it in 48 hours.
A practical, channel-by-channel guide to landing your first three fractional clients — based on what actually works in 2026, not what LinkedIn influencers say.
What to charge, how to package retainers, and how to set up the business behind the work.
How to price a fractional retainer in 2026 — flat retainer, day-rate, hours-banked, value-based, hybrid. With real numbers from CFOs, CMOs, CTOs, CHROs and COOs.
Real numbers on fractional CFO pricing — hourly, monthly retainers, and project work — plus how to package it so clients say yes.
What fractional COOs actually charge, what they own, and when a company is ready to hire one versus a Head of Ops.
The two most common fractional roles compared — what they actually do day-to-day, what they cost, and which one to hire first.
A non-CPA but practical breakdown of how most US-based fractional operators structure their entity and what trips them up.
Copy-paste docs that run the engagement: contracts, weekly check-ins, QBRs, renewals, and handoffs.
A clean, signable engagement letter template for fractional retainers — scope, fee, term, and exit, all on one page.
A plain-English MSA + SOW structure for fractional engagements — covers IP, confidentiality, termination, non-solicit, and the clauses operators forget at their peril.
A copy-paste agenda for the weekly fractional check-in. Keeps engagements on track, surfaces risk early, and builds the receipts you'll need at renewal.
A 1-page monthly report structure that shows impact, surfaces risk, and earns the next renewal — without becoming a chore.
A complete quarterly business review template for fractional CFOs, CMOs, CTOs, CHROs, and COOs — agenda, slide structure, and the four questions to always ask.
How to raise the renewal of a fractional retainer — without sounding desperate, without underpricing, and without losing the deal. Word-for-word script + timing.
Every fractional engagement ends. A clean handoff doc turns the last 30 days into your best referral source.
Run a portfolio of clients without dropping balls — scope, time tracking, and the actual day-to-day.
A clear breakdown of what fractional CFO work covers, what it pays, and how the best operators structure their week to serve 3-4 clients without dropping balls.
Why fractional operators on retainers should still track hours, what to track, and how to keep it from poisoning the client relationship.