How I Work With Clients
Senior marketing leadership, without the full-time hire.
Most of the companies I work with don't have a marketing problem. They have a clarity problem — between strategy and execution, between marketing and sales, between what the business is doing and what it's trying to achieve.
I work with a small number of clients at a time, which means when I'm in, I'm fully in. Every engagement is built around one question: what does this business actually need to grow?
Three Ways to Work Together
Each engagement is built around your specific situation and goals.
Fractional CMO
Starting at $10,000/month
What's included:
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Own the marketing strategy and execution
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Align marketing with sales and revenue operations
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Build systems that make growth repeatable
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Regular strategy sessions and async support
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Team leadership and vendor management
Strategic Advisory
Starting at $5,000/month
What's included:
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Bi-weekly or monthly strategy conversations
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Positioning and go-to-market pressure-testing
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Marketing and sales alignment guidance
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Decision support on priorities and tradeoffs
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Email support between sessions
Growth Intensives
Starting at $7,500
Available intensives:
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Growth audit to diagnose where growth is stalling and what to fix first
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Positioning & messaging—sharpen your story for the right buyers
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Go-to-market plan for a new market or launch
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Full marketing strategy tied to your business goals
What Every Engagement Includes
Regardless of how we work together, a few things are always true.
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A clear starting point
Every engagement begins with an honest assessment of where the business is, what's working, and where the friction is.
No assumptions, no generic frameworks.
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Defined outcomes
We agree upfront on what success looks like. You always know what we're working toward and how we're measuring progress.
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Senior-level thinking
You get my full attention and judgment — not a junior team executing against a template. Every recommendation is grounded in your specific business context.
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Systems that outlast the engagement
My goal is never to create dependency. The frameworks, processes, and infrastructure we build together should make your business stronger after I'm no longer in it.
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Direct communication
I tell you what I see, including what's uncomfortable. If something isn't working or the strategy needs to shift, you'll hear it from me directly.
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Financial services fluency
I understand the regulatory environment, the trust-based sales dynamics, and the compliance constraints that shape how marketing works in your industry.
Not sure which engagement is the right fit?
That's what the first conversation is for. Tell me about your business and what you're trying to solve — I'll tell you honestly whether and how I can help.
Common Questions
Answers to what founders and leadership teams typically ask before we talk.
Do you work with companies outside of financial services?
Yes. My deepest experience is in financial services and fintech, but the problems I solve — misalignment between marketing and sales, unclear positioning, systems that haven't kept pace with growth — show up across industries. If you're not sure whether your situation is a fit, the first conversation will tell us both.
How long do engagements typically last?
Fractional CMO and Strategic Advisory engagements are ongoing retainers that typically run at least six to twelve months — in practice, many last significantly longer. Growth Intensives are time-bound, usually two to six weeks depending on scope. Every engagement starts with a clear scope and defined outcomes so you know what to expect.
What does the first 30 days look like?
The first month is diagnostic. I get oriented in your business — understanding your goals, your market, your customers, your team, and where the friction is. By the end of month one, we have a clear picture of the highest-leverage priorities and a plan for how to address them.
Do you work with companies that have an internal marketing team?
Yes — and often that's where the work is most valuable. Having an internal team doesn't mean the strategy is clear or that marketing and sales are aligned. How I engage with the team varies: sometimes I work alongside an existing team, sometimes I am the team, and sometimes I build one — hiring internally or outsourcing specific tactical work as the situation requires.
How is this different from hiring a marketing agency?
An agency executes tactics. A fractional CMO owns the strategy — and is accountable to business outcomes, not deliverables. I'm a member of your leadership team for the duration of the engagement, not a vendor you manage.
What size companies do you typically work with?
Most of my clients are founder-led companies with $2M–$50M in revenue who have outgrown founder-led marketing and need senior leadership without the cost or commitment of a full-time CMO hire. If that's not exactly where you are but something here resonates, let's talk.
What Clients Say
"Katie has taken Morris & Pursley Financial Plans a long, long way. Our sales have tripled. She helped me clarify my message and build a strong marketing foundation for my firm. I'm incredibly grateful for everything she's done for our business."
Selected Results
Independent financial planning firm
Built the marketing foundation from the ground up — clarifying the firm's message, aligning strategy across marketing and operations, and creating the systems needed for sustainable growth. Sales tripled over the course of the engagement.
Fintech company, retirement planning software
Owned the full revenue function — marketing, sales, and customer success — through multiple product launches and a period of significant company growth. Built demand generation programs, go-to-market strategy, and sales processes from strategy through execution.
Boutique financial services firm, RIA-focused
Brought in as Fractional CMO to establish the marketing function, build brand positioning, and develop the demand generation programs needed to grow an advisor client base in a competitive market.