Fractional CMO · Marketing Strategy

Strategy First.
Spend Second.

Verity puts a seasoned CMO in your corner: 30+ years of building marketing operations, founded on science and math. We audit your operations, CRM, customer journey and processes, then build a solid plan for scaling before a single ad dollar is spent. Big business strategy at SMB prices.

30+

Years of experience

$250K

Full-time CMO cost you avoid

6

Step strategy-first process

C-Suite

Strategy at SMB prices

Fractional vs. Full-Time

Executive strategy,
without the salary.

What it takes to put senior marketing leadership in your business, and where we look first before recommending a single dollar of ad spend.

01

The cost of C-suite strategy

ANNUAL · USD

$
Full-time CMO
Salary before benefits & hiring
$250K+
Per year
V
Verity Fractional CMO
Senior strategy, flexible scope
A fraction
Of the cost
30
Experience at the table
Founded on science & math
30+
Years
Big business strategy · SMB prices

02

Where growth breaks first

OUR AUDIT ORDER

01
STEP
Operations
Team, tools & budget
02
STEP
CRM
Data & pipeline
03
STEP
Journey
Every touchpoint
04
STEP
Process
Handoffs & SLAs

Best practices before you advertise

NON-NEGOTIABLES

01
Best practice
Baseline First
Lock in KPIs before changing anything, so every improvement can be measured.
02
Best practice
One Source of Truth
Clean CRM data and shared definitions come before any automation.
03
Best practice
Fix Leaks Before Volume
More traffic into a broken process just costs more.
04
Best practice
Test, Then Scale
Every campaign is an experiment with a control and a budget that grows with results.

FOUNDED ON SCIENCE, STATISTICS & 30+ YEARS OF PRACTICE

The Foundation of Scalable Growth

Strategy
Before Spend.

A Proven Sequence That Builds Profitable Growth

The companies that scale profitably don’t start with ads. They start by understanding how the business runs, where customers come from and where revenue leaks. Then they build a plan that makes every marketing dollar work harder.

Operations Audit

Team, tools, budget and reporting: a clear baseline of how marketing runs today

CRM Health Check

Clean data, clear lifecycle stages and a pipeline you can trust

Journey Mapping

Every touchpoint from first click to repeat customer

Process Review

Handoffs, SLAs and workflows that stop leads from leaking

Scaling Plan

A prioritized roadmap with budget, forecasts and KPIs

Then Advertising

Data-driven channel tests that scale only what works

AUDIT

KNOW WHERE YOU STAND

You can’t improve what you haven’t measured. We audit operations, CRM data and the full customer journey to establish a baseline, so every recommendation that follows is grounded in your real numbers, not assumptions.

ALIGN

FIX THE FOUNDATION

Most growth problems aren’t traffic problems. They’re process problems. We tighten lead handoffs, sales and marketing alignment, data definitions and workflows so the leads you already have stop slipping away.

SCALE

GROW PROFITABLY

Only once the engine runs clean do we add fuel. Your scaling plan sets budget, channels, forecasts and KPIs, and every campaign launches as a measured test so you scale what works and cut what doesn’t.

The Verity Philosophy

Science Over
Guesswork.

Marketing is a system, not a set of tactics. With a background in advanced statistics and mathematics, we treat your business like a model: measure it, find the constraints, test the fixes and scale what the data proves.

ROI

Every recommendation ties back to revenue. If it can’t be measured, modeled or tested, it doesn’t make the plan.

Data, Not Opinions.

Decisions are grounded in your actual numbers: CRM data, funnel metrics, unit economics and statistically sound testing, not hunches or vendor promises.

Operations Before Ads.

Advertising amplifies whatever is already there. We fix the operations, data and processes first so every dollar you eventually spend lands on a system built to convert.

One Source of Truth.

Your CRM becomes the single, trusted record of every lead, customer and dollar, with shared definitions so sales, marketing and leadership read the same scoreboard.

Built to Scale.

The plan is designed to grow with you: documented processes, clear ownership and KPIs that tell you when to invest more and where.

What We Audit

Every System.
Examined.

Growth stalls in predictable places. Before we recommend a single campaign, we examine every system that touches revenue.

Operations

Operations

Team structure, roles, budgets, vendors and reporting. We document how marketing really runs today and set the baseline KPIs every improvement is measured against.

Team Structure

Budgets

Vendors

Baseline KPIs

CRM & Data

CRM & Data

Data quality, deduplication, lifecycle stages, pipeline definitions and lead scoring, so your CRM becomes a trustworthy single source of truth for revenue.

Data Quality

Lifecycle Stages

Pipeline

Lead Scoring

Customer Journey

Customer Journey

Every touchpoint from first awareness to purchase, retention and referral, built from real data and customer conversations to pinpoint where prospects stall.

Touchpoints

Friction Points

Retention

Referrals

Processes

Processes

Lead handoffs, sales and marketing SLAs, approvals and follow-up cadence. We find the bottlenecks that cap growth no matter how many leads come in.

Lead Handoff

SLAs

Workflows

Follow-Up

MarTech Stack

MarTech Stack

The tools you pay for and how well they connect. We cut redundancy, close integration gaps and make sure your stack supports the plan.

Tool Audit

Integrations

Automation

Cost Savings

Analytics

Analytics

Attribution, dashboards and reporting. We make sure you can see what’s working, with data warehouse and analytics rigor behind every number.

Attribution

Dashboards

Data Warehouse

Forecasting

Executive Leadership, Fractional Cost

Fractional CMO.
Full-Time Impact.

Hiring a full-time CMO can cost $250K or more before benefits, bonus and recruiting. As your fractional CMO, Verity gives you the same caliber of strategic leadership, scoped to what your business needs and priced for a growing company.

Why a Fractional CMO Wins

Growing companies need senior strategy long before they can justify a full-time executive. A fractional CMO brings 30+ years of pattern recognition, a scientific approach to growth and the accountability of a leader who reports on results, without the overhead of a full-time hire.

Big Business Strategy

The planning discipline and rigor Michelle brought to brands like Canon and Office Depot, adapted for a small or mid-sized business.

SMB Pricing

Senior leadership for a fraction of the cost of a $250K full-time CMO, with no recruiting fees, benefits or long ramp-up.

Science & Math

A background in advanced statistics and mathematics, plus data warehouse tools like Snowflake and BigQuery, so decisions are modeled, not guessed.

Accountable Results

Clear KPIs, regular reporting and a roadmap you can hold us to. If it doesn’t move the numbers, it doesn’t stay in the plan.

Proven Performance

Real Growth.
Real Numbers.

Strategy-first results from real Verity clients, in their own words.

2×

Revenue doubled over five years with Verity leading marketing strategy

SEA POINTE DESIGN & REMODEL

3×

Business tripled since 2022 with Verity guiding growth

LEOPARD AVIATION

90%

Of the marketing budget went to events and direct mail before a diversified strategy

SEA POINTE DESIGN & REMODEL

15+

Years partnering with Canon, from eCommerce strategy to a new corporate website

CANON USA

Flagship Case Study
Sea Pointe Design & Remodel

From Events & Direct Mail to a Growth Engine

Before Verity, about 90% of Sea Pointe’s marketing budget went to events and direct mail. Michelle helped transform their approach into a more strategic, diversified and highly effective marketing engine. Over the past five years, revenue has doubled, and the team credits a significant part of that growth to the strength of their marketing.

Revenue Growth2× in 5 Years
Budget in Events & Direct Mail (Before)90%
Marketing MixDiversified
Partnership5+ Years

HVAC · NIGHTINGALE AIR

Strategy That Starts With the Business

Nightingale Air’s owner calls working with Verity one of the better decisions they’ve made. Instead of treating marketing as a silo, Michelle started with the business itself, asked the hard questions and dug into the numbers to find what actually moves the needle.

CONSUMER ELECTRONICS · CANON USA

eCommerce Sales Above Goal

Canon brought Michelle in to increase online sales for its consumer printer division. After sales came in significantly above goal, Canon recruited her to build a new corporate website for all of its consumer product lines.

AGENCY GROWTH · SEEVICTOR

Traditional to Digital Powerhouse in a Year

SeeVictor’s founder credits Michelle with growing the business from a traditional one to a digital powerhouse in a year, through her expertise in digital marketing, consumer psychology and A/B testing.

PERFORMANCE MARKETING · MIDSUMMER AGENCY

A Partnership Since 2022

Midsummer Agency has partnered with Verity since March 2022, calling it one of the most consistent and reliable collaborations they’ve had, with clear strategic thinking, real accountability and a focus on outcomes that matter to the business.

How We Work

Our
Process.

From the first conversation to a plan you can execute, here’s how a fractional CMO engagement works.

1

Discovery

We learn your business, goals, numbers and challenges before recommending anything.

2

Audit

Operations, CRM, customer journey and processes reviewed against best practices.

3

Scaling Plan

A prioritized roadmap with budget, forecasts, KPIs and clear ownership.

4

Implement

We lead execution with your team, fixing the foundation before launching measured campaigns.

5

Measure & Optimize

Regular reporting on the KPIs that matter, refining the plan and scaling what works.

Build the Engine
Before You Buy Fuel.

Get big business strategy at SMB prices. Let’s look at where your business is today and build the plan that scales it, before you spend another dollar on advertising.