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Free Marketing Review

You’re a fractional finance professional, not a marketer. This review helps you build visibility and trust in a way that supports your commercial goals - without turning into someone you're not

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A structured, one-to-one marketing review built for fractional finance professionals.

We start with a 60-minute audit of your brand, messaging, and visibility. You’ll receive a written report with clear, prioritised recommendations - no fluff.

Then we follow up with a 90-minute strategy session to help you take action with clarity, confidence, and commercial focus - whether you plan to do it yourself or work with support.

Free Marketing Review

Each step is designed to assess your brand, clarify your message, and give you practical, personalised recommendations you can actually use.

What’s included:

1:1 Review Call

A focused 60-minute session to review your brand, messaging, and visibility across key platforms. We’ll explore what’s working, what’s missing, and where opportunity exists.

Personalised Written Report

A clear, jargon-free summary outlining your strengths, gaps, and priority actions. Designed to support independent action or as a foundation for working with expert support.

Strategy Workshop (90 min)

A follow-up session to unpack your report and guide next steps - whether you plan to implement it yourself or want help building the right marketing engine.

Action-Ready Recommendations

We define your ideal clients and craft a tone that speaks their language. Useful, honest documents you’ll actually use.

Working with Allen and Ania was refreshingly straightforward. They took the time to understand my brand and delivered a rebrand that felt spot-on - clean, confident, and a real step up. Professional throughout, but never overcomplicated. Just smart thinking and great execution. A pleasure to collaborate with. 10/10 would recommend.

- Elliott Gaspar, Momentum CFOs

FAQ

Who is this for?

This review is designed specifically for fractional finance professionals - including CFOs, FDs, and finance leads - who want to sharpen how they’re positioned and perceived by prospective clients.

Who is this for?

This review is designed specifically for fractional finance professionals - including CFOs, FDs, and finance leads - who want to sharpen how they’re positioned and perceived by prospective clients.

What exactly do I get?

You’ll get a 60-minute review session, a personalised written report with recommendations, and a 90-minute strategy workshop to help you take action - whether you DIY or want support.

What exactly do I get?

You’ll get a 60-minute review session, a personalised written report with recommendations, and a 90-minute strategy workshop to help you take action - whether you DIY or want support.

Is there any cost involved?

No - this review is offered free as part of a referral-only initiative for members of the Fractional Finance Professional Forum. There’s no obligation or sales pressure.

Is there any cost involved?

No - this review is offered free as part of a referral-only initiative for members of the Fractional Finance Professional Forum. There’s no obligation or sales pressure.

What happens after I apply?

If you’re selected, you’ll receive a booking link for the first session. From there, we’ll guide you through each step at your pace, with all materials included.

What happens after I apply?

If you’re selected, you’ll receive a booking link for the first session. From there, we’ll guide you through each step at your pace, with all materials included.

What if I don’t have a brand yet?

No problem - this is often the best time to review your positioning. We’ll help you identify what to build, where to focus, and how to start with confidence.

What if I don’t have a brand yet?

No problem - this is often the best time to review your positioning. We’ll help you identify what to build, where to focus, and how to start with confidence.

What if I want help afterwards?

If you'd like support implementing the recommendations, we’ll talk through your options - including our branding, website, or monthly marketing packages. There's no pressure, and no sales pitch - just straightforward next steps if it feels like a fit.

What if I want help afterwards?

Available exclusively to members of the Fractional Finance Forum. Only five spaces available for this hands-on strategy and brand review.

Apply now