Most fractional CMOs hand you a plan and tell you to go find someone to execute it. You probably do not have anyone to hand it to. I do both — the strategy and the work — for a small number of owner-led businesses at a time.
You are past the point where marketing can be something you get to on a Saturday. You are not near the point where hiring a chief marketing officer makes sense — that is a $200,000 decision before benefits, for a job that does not need forty hours a week at your size.
So most owners land in the middle. They hire vendors. An SEO company, an ads person, a web designer, someone for social. Each one is competent at their own piece and none of them is responsible for whether the whole thing works. When it does not, nobody can tell you why, because nobody was watching the whole board.
Part-time, on retainer, accountable for the strategy and for whether it actually happens. For most businesses between $1M and $10M that is the right shape — senior marketing judgment, without a senior salary or a full-time seat to fill.
Most fractional CMOs will tell you they advise and never implement, and that they hire execution out. It is close to an industry rule.
It is also written for a company with a marketing department to direct. If you have six people and one of them does marketing between other jobs, a plan that arrives with instructions to go and find an agency is a plan that sits in a drawer. The gap between a good strategy and a good quarter is almost always execution nobody had time for.
So I do both. I build the website, write the content, run the campaigns and the automation, do the local SEO and the AI search work — and I am the one who decided those were the right things to do, which means when something is not working I do not have to negotiate with a vendor about whose fault it is.
The trade-off is honest: I take a small number of clients. There is a limit to how much of this one person can do well, and I would rather tell you that than hand your account to someone junior.
I came into marketing sideways — video production, TV and radio scripts, jingles. I am wired to solve a problem by making something rather than by buying a course about it, and that has produced most of what StoryWorks offers today.
My local SEO practice exists because a client told me his beautiful new website was invisible, and I went and worked out why. The AI search work exists because I could see where buying behaviour was heading and wanted to be early rather than correct-in-hindsight.
Here is the part that matters to you. Whatever I build next, my retainer clients get it first. Not as an upsell — as part of what they are already paying for.
A concrete example. The AI Search Readiness work is now a product with a price on it. Before it was any of that, it was work I was doing for a roofing client inside his retainer — his content cluster and pillar page were built while the method was still being figured out. He got a year of a head start on his competitors and paid nothing extra for it. The framework that came out of it is here.
You can check all of this. The 8 Signals framework, the AI readiness scorecard, the StoryBrand guides, the wireframe more than 1,100 owners have downloaded. None of it is a claim about how creative I am. It is a list of things that exist.
It varies by client, which is the honest answer. Here is the shape of it.
Changes, new pages, new content, technical upkeep, performance. Not a ticket queue — I am the one deciding what the site needs next and then doing it.
Written and posted. Facebook, Instagram, LinkedIn, Google Business Profile, wherever your customers actually are — which is a decision we make from the journey map, not from habit.
Email and text nurture, lead generators, targeted campaigns, the automation behind them. This is usually where the fastest returns hide, because most businesses have a list they have never really spoken to.
Local SEO, Google Business Profile, and the AI search readiness work — making sure that when someone asks an assistant who to call, your business is one of the answers.
What moved, what did not, what we do next. With one client that is a text saying here is what I am thinking, answered with a thumbs up. With another it is a longer standing conversation, because he thinks like a marketer himself and has good ideas.
Either works. What does not work is needing to approve every post before it goes out — more on that below.
In January 2025 Tim Mallory, who owns Advantage Roofing in Cincinnati, downloaded a website wireframe from my site, filled it in for his own homepage, and emailed me asking what came next.
On the call I asked whether he had invested in SEO. He had spent thousands, over years, with several different providers, and was fairly sure none of it had worked. His plan was to stop and try something else.
Instead we ran a diagnosis. What it found was not what either of us expected: his SEO was working. Advantage Roofing was pulling more traffic than any other roofer in the Cincinnati area. But the homepage was bouncing 98% of the people it brought in — because the first thing on the homepage was a form offering a shingle upgrade, aimed at someone who had already decided, shown to people who had not yet worked out whether this company could help them.
Then we mapped the customer journey and found the shape of the business: excellent at repeat and refer — the way they treat existing customers is genuinely unusual — and almost nothing at know and like. Plenty of people arrived. Almost nobody arrived already knowing who they were.
Estimate requests doubled in the first month after the new homepage went up. So everything built afterwards was aimed at those two stages. A homepage rewritten around the homeowner instead of the company. A presence on Facebook and LinkedIn. Neighbourhood campaigns around booked inspections. Email and text nurture. Ads written to real homeowner fears rather than to shingle brands.
Return on marketing spend
Revenue, in 18 months
More leads in six months than the entire previous year
Homepage bounce rate, same two weeks of February, 2025 vs 2026
“If you’re a business owner like I was — struggling and throwing money at marketers with no results — take a look at Tim Yates. He really cares about your business. He flipped my marketing on its head, and it works.” — Tim Mallory, CEO, Advantage Roofing
Read the full case study, including Tim telling it himself on video.
Not with a retainer. It starts with Strategy First — a paid diagnosis that runs 30 to 45 days and ends with a written 90-day plan.
There are two reasons for that order, and only one of them is about you. The first is that I cannot lead marketing for a business I do not understand, and a diagnosis is how I come to understand it. The second is that it gives us both a low-stakes way to find out whether we work well together before either of us commits to something ongoing.
Plenty of people stop there, and that is a fine outcome. The plan is yours either way — you can hand it to your own team or to another agency. If we keep going, we keep going because the first piece of work was good.
That is how the Advantage Roofing relationship happened. It began as an $800 audit, became a $2,500 email campaign, and grew from there over two years as the work justified it. Nobody signed a retainer on day one.
Starting at $3,500 / month
Scoped to your revenue and what the plan actually calls for, and quoted in full before anything begins. No long lock-in. Most relationships start at the lower end and grow as the work does — which is generally a sign it is working, not a pricing strategy.
Starting at $7,500
Strategy First, one time. The diagnosis and the 90-day plan that everything ongoing is built from.
I take three of these clients at a time. Not a scarcity tactic — it is how many I can do properly while still doing the work myself rather than handing it to someone junior. Two seats are open right now.
It works well for owner-led businesses somewhere between $1M and $10M, usually with a team of five to fifteen, where the owner is still the person who decides. Service businesses and the trades especially — roofing, home services, contractors, professional services — because the customer journey there is long, local and heavily referral-driven, which is exactly where the gaps hide.
It works whether or not you enjoy marketing. One of my clients thinks like a marketer and we develop strategy together. Another wants to do his own job and let me handle the rest. Both are good.
It does not work when every decision needs sign-off.
Early in my StoryBrand years I worked with a cleaning company whose owner said he trusted me and plainly did not. Every recommendation was second-guessed. Every call felt like I was a step away from being accused of something. The day I had enough work to end that relationship was one of the best days I have had in business.
I do not need to be left alone — I never want to surprise a client, so you will always hear what I am planning before I do it. But if you need to approve every post and every page before it goes out, the thing you are paying me for cannot happen, and we will both be frustrated.
It also does not work when the answers are already decided. I have worked with people who held very strong opinions about what does and does not work in marketing, formed some years ago, and were not open to revisiting them. There is no version of a diagnosis that helps if the diagnosis is not allowed to say anything new.
A fractional CMO is an experienced marketing leader who works with your business part-time, on retainer, instead of being hired as a full-time executive. You get senior marketing judgment — strategy, priorities, accountability — without a full-time salary, which for a chief marketing officer would run well over $200,000 a year before benefits.
Most advise only and outsource execution. I do both. That rule makes sense for a company with a marketing department to direct, and less sense for an owner-led business with a small team, where a plan nobody has capacity to execute is not much use. Website, content, social, campaigns, automation, local SEO and AI search readiness are all inside the retainer.
An agency is accountable for its service. A fractional CMO is accountable for the outcome. In practice the difference shows up when something is not working: an agency reports on its own channel, and a fractional CMO decides whether that channel should still exist.
Yes, and it is not upselling. I cannot lead marketing for a business I do not understand, and the diagnosis is how I come to understand it. It also gives us a defined piece of work to find out whether we work well together before anything ongoing starts.
Years, so far. The Advantage Roofing relationship began in 2025 as an $800 audit and has grown steadily since. There is no long contract — it continues because it keeps being worth continuing.
Typically $1M to $10M in revenue with a team of five to fifteen, where the owner is still making the decisions. Below that, a focused messaging and website project usually delivers more per dollar than a retainer, and I will say so.
Yes. StoryWorks Marketing is based in Waukee, Iowa, and clients run from New England to Portland and San Francisco. The roofing company on this page is in Cincinnati. Nearly all of the work happens over video.
A free call, no pitch. Tell me what you have tried and what is not working, and I will tell you honestly whether Strategy First is the right next step or whether you need something simpler and cheaper first.

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