The Fractionator × 8 SIGNAL

The next six months.

Marketing plan • August 2026 – January 2027. Built from six months of working together, your V/TO, and where you've said you want to be by January. Read the whole plan in two minutes; the detail is here when you want it.

2
clients by January 2027
2
days a week of delivery
$0
2026 referral revenue target
4
pillars carrying the load

"January 2027, I want two clients. I want to work two days a week, and then the rest of the time I want to be working on referral revenue." — Forrest, July 10

Where you're going

The destination sets the plan.

Everything below is aimed at one thing: you deliberately doing less client work while the business makes more. That only works if the other three pillars produce. Marketing's job for the next six months is to make them produce.

Fractional Engagement
High dollars, high time. Capped by design.
Fractional Placement
Founders matched with integrators from your bench.
Coaching + Playbooks
The ascension path: $495 Playbook → coaching.
Referral Matching
Low time, recurring. The mailbox money.

The 2026 number

$900K gross: $778K fractional/coaching, $72K fractional referral, $25K playbook, $25K commissions. The plan's revenue lanes map to these four lines.

Bandwidth is sacred

You shed the mastermind, the national chapter role, and NwBA to protect focus. This plan follows the same rule: it never adds Forrest-hours. It adds system-hours.

The book (~Sept 1)

Zero revenue expected, by design. It exists to raise your rates and widen your influence, so the plan treats it as the authority moment of the half.

Your April audit was right

You ran your own SEO/AI-visibility audit in April. Its verdict: the old site was "a business card, not an authority document." The new site fixed the foundation; this plan finishes the job and measures it.

February – July, reviewed

What the first six months built.

Six months ago: a $300 WordPress site, a Gumroad link, and no way to measure anything. Today: an owned, measurable, automated marketing system — built while your revenue engine shifted from selling your hours to selling your system.

0
LinkedIn followers, impressions consistently above goal
0
impressions on a single July post
0
referral contracts signed at 20% / 24 months
0
referral commissions in a single month
0
site pages your team can edit, no developer
0
integrators signed up to the referral network

One brand

The Fractionator chosen and shipped: identity, logo, cards, signatures. Three fragmented properties consolidated into fractionatorhq.com, live in July.

Your voice, captured

Your real voice mined from your posts, videos, and podcast appearances into a working voice profile — every piece of copy since sounds like you, not like a consultant.

A funnel that runs itself

Playbook repriced $2,500 → $500 and sales restarted immediately. AMA → HubSpot → Stripe → auto-delivery: the Playbook now fulfills itself while you sleep.

Measurement, finally

Fresh analytics property, six form conversions, and $495 purchase tracking wired end to end. For the first time, every marketing dollar can be scored.

Two audiences, never blended

Founders get founder pages and sequences; integrators get theirs. A blueprint per audience, enforced across every page, email, and lead magnet.

Assets staged for launch

Two lead magnets built (ROI calculator for founders, pipeline diagnostic for operators), audited and three fixes from live. Founder Journey mountain graphic fully briefed for design.

The plan, compressed

Six moves. That's the plan.

Everything in the next six months rolls up to one of these.

1

Run the first official Marketing Quarterly Planning Session

Six months of weekly meetings, never one quarterly. It sets the marketing rocks and measurables and fills in the marketing V/TO — with proposed targets walking in the door, not a blank page.

2

Run the first Marketing Diagnostic

Full-funnel baseline across analytics, HubSpot, LinkedIn, AMA-to-Playbook conversion, and the referral pipeline — plus an AI-visibility re-score against your own April audit. The before/after proof for the whole half.

3

Map the Customer Value Journey, together

The integrator journey got mapped in March and never written down. The founder journey has never been mapped at all. One working session closes both, and it becomes the spine of the content engine.

4

Light up the ascension funnel

Fix the three lead-magnet blockers, build the post-AMA content system (six pieces of value content per AMA), and ride the book launch as September's authority moment.

5

Point founder demand at placement

You have more integrator supply than founder demand, and every placement and referral dollar depends on founders showing up. The founder campaign feeds your placement intake — not your calendar.

6

Make the cascade the official scorecard

The revenue-cascade system becomes the marketing scorecard, reviewed every L10, with its weekly metrics and Friday data pulls. Marketing work enters through the L10 before it ships, so the whole team rows in sequence.

Quarter one

August – October: baseline, then aim.

Q1

Eight workstreams

1

Quarterly Planning Session #1

Sets rocks, measurables, and the marketing V/TO. On the agenda: the referral fee structure, the Q3/Q4 revenue targets ($24K / $48K proposed — they sum to your $72K V/TO line), the primary lead magnet, and your time-allocation model.

Ruben facilitates, Forrest decidesMarketing V/TO
2

Marketing Diagnostic

Full-funnel baseline, one scorecard out the other side. Includes the AI-visibility lane: schema, FAQ depth, and whether an AI asked "who's a fractional integrator in the Southeast?" now has something real to cite.

RubenNeeds HubSpot read access
3

Customer Value Journey session

Founder journey mapped from zero; integrator journey written down and refreshed against the four pillars. Output lands in both blueprints. Can share a 90-minute block with the quarterly session.

Ruben + Forrest, Maria in the room
4

Lead-magnet launch

Fix the quiz scoring, the calculator slider, and the missing analytics events; add link-preview images; launch both pages — founder tool and operator tool, each pointed at its own audience.

Owner named week 1
5

Book launch (~Sept 1)

The authority moment: LinkedIn sequence, AMA tie-in, podcast circuit, site placement. Built to raise rates and widen reach, not to sell books.

Ruben directs, April executes
6

Post-AMA content system

The structure you asked for in July: every AMA becomes six pieces of value content, repurposed across LinkedIn and YouTube. Brand-building, never pitchy.

Ruben designs, April/Maria run
7

Operating cadence

Marketing tasks enter through the L10 agenda before they ship, and the revenue cascade becomes the scorecard reviewed every week — the cascade measures Playbook and matchmaking; this plan stays the umbrella over all four pillars.

Forrest enforces, Ruben stewards
8

Close the open loops

Mountain graphic to the designer, old-domain redirects verified live, LinkedIn playbook reviewed and shipped or killed. The plan starts clean.

Ruben
Quarter exit: marketing V/TO filled • one scorecard everyone reads • both lead magnets live • book launched • both value journeys on paper.

Quarter two

November – January: feed the flywheel.

Q2

Five workstreams

1

Founder demand engine

Campaign built off the founder value journey: the mountain graphic and ROI calculator as the front door, symptom-language content that founders recognize themselves in, routed to placement intake.

RubenPlacement pillar
2

Referral network, productized

Marketing wrap for the network: positioning, the application flow on the site, and a member-communication cadence that keeps 120+ integrators warm.

Ruben + MariaReferral pillar
3

Playbook series expansion

Playbook #2 ("how to operate as a fractional COO") has been on your list since January. You write it; the launch framework from Playbook #1 is reusable, so marketing readies the funnel while you write.

Forrest writes, Ruben launches
4

Quarterly Planning Session #2 (Nov)

Score Q1's rocks against the diagnostic baseline. Keep what produced, cut what didn't, set Q2 rocks.

Ruben + Forrest
5

January transition readiness

By January the machine — placement demand, referral revenue, playbook funnel — funds the shift to two clients, two days. A December review confirms it or flags it early.

The whole point
Quarter exit: you step into January 2027 with the two-client, two-day model funded by the other three pillars — and a scorecard proving it.

How we keep score

The revenue cascade, on the wall.

The cascade already defines how a stranger becomes a signed deal, stage by stage. It becomes the official marketing scorecard: weekly numbers, pulled every Friday, reviewed in the L10. Marketing owns awareness through action; sales owns discovery through signature.

Awareness
100
Interest
15
Decision
8
Action
6
Discovery
5
Presentation
3
Signed deal
1

Illustrative flow: it takes a hundred aware to sign one. Which is exactly why awareness volume is a marketing number, not a vanity number. (Bar length compressed for readability; the counts carry the data.)

Cascade 01 — Playbook (weekly targets)

ICP reach ≥1,430 • page visits ≥50 • lead captures ≥10 • sales ≥1 • revenue ≥$750.

Cascade 02 — Matchmaking (weekly targets)

Founder reach ≥1,150 • intake forms ≥3 • warm intros ≥1.4 • signed placements ≥0.5 — about two placements a month.

Four decisions the quarterly session locks:

Referral fee structure. 20% of monthly retainer, or the 22%/2% split that includes operations.

Q3/Q4 targets. $24K and $48K proposed — together they hit the $72K referral line in your V/TO.

Primary lead magnet. Which tool owns the home page: readiness scorecard, ROI calculator, or the diagnostic quiz.

Your time model. Confirm the allocation that keeps you in relationships only — content input and warm intros, nothing operational.

The seat going forward

The build is done. Now the architect runs the build.

Websites, tracking, automation, funnels — the construction phase is behind us. What this plan needs from the marketing seat now is exactly what you asked for in June: more strategy, fewer wrenches. Running the cadence, owning the scorecard, directing the people who produce, protecting the two audiences from ever blending, and keeping every marketing dollar pointed at the four pillars.

"Think of me as the architect that's going to take all your ideas, your visions, and channel them in such a way that you have this amazing blueprint for what's going to get built."Ruben, on our first call — January 27

That was the promise on day one. This plan is that promise, at the whole-business level. Let's go get January.