Templates · Consultancies
Fractional leadership inquiry
For fractional CFO, CMO, COO, and RevOps consultants.
Success goal
Engagements with companies at the right stage
What it asks
Problem first, then follow-ups that fit the answer. Branches are shown inline rather than as a separate flow chart.
What’s changing in the business right now?
Branch: raising or planning to · scaling a team · fixing reporting · preparing for a sale
What does the leadership team look like today?
Roughly how many people and what revenue range?
What would a good first 90 days produce?
Who else is involved in this decision? (optional)
Name, company, work email
Qualification criteria
These are the fit checks. Everything else is for the brief, and unknown answers stay unknown.
- Stage within the consultant’s sweet spot
- Gap the consultant fills
- Leadership involvement
What happens next
Brief by email with a one-line stage read; consultant proposes a 30-minute diagnostic.
What could be learned
Which stages and gaps become retained engagements; whether asking company size early changes who completes the form.
Could be — not will be. Learning needs your reviews and recorded outcomes.