Demand generation · Fractional CFO firms
Twenty minutes, nothing to prepare. You leave with a read on your numbers either way.
Where you probably are
You’ve likely tried one of these three.
Every firm we talk to arrives from one of them. The honest answer is different for each.
1. You ran it in-house and it stalled
Usually someone talented doing marketing between eleven other responsibilities. The failure isn’t skill — it’s that acquisition rewards consistency, and consistency is the first thing to go when the month gets busy.
2. You hired an agency and it didn’t deliver
You’re the most skeptical person who reads this page, and you should be. You were probably sold reach and impressions. Ask us for cost per qualified lead and what we’d change in month two — if we can’t answer specifically, don’t hire us.
3. You haven’t tried anything yet
Then start with arithmetic, not with an agency. Use the worksheet below to see what volume your own numbers would require. If the math doesn’t hold, no vendor can fix that.
What we know
Nobody searches for a fractional CFO.
They search for the problem that made them need one. The words they use are not the words on your website — and the gap between those two vocabularies is where most marketing budget dies.
These are the entry points we see convert. Knowing which one a lead came through changes the script, the landing page, and the first sentence your team says on the call.
I don’t actually know if we’re making money.
Reporting clarity
We’re profitable on paper and still short on cash.
Cash flow
An investor asked for projections I don’t have.
Fundraising
We grew and now nothing reconciles.
Scaling pains
I can’t afford a full-time CFO yet.
Cost of hiring
Same service. Five different buyers. Treating them as one audience is why generic campaigns underperform in this category.
What has to be true
What we bring, and what you bring.
Acquisition is a system with two halves. We’ve watched the same conditions decide whether it works, month after month, in this vertical.
We publish them before you hire us because finding out later is expensive for both of us.
We bring
Scripts written for paid, not repurposed from blog posts
Landing pages built to convert, not to look good
A defined funnel, from first touch to booked call
Website and value proposition made legible
Organic content that keeps the brand warm between campaigns
You bring
A committed monthly media budget
Someone whose actual job is closing the leads we generate
Willingness to appear on camera — in this category, a face outperforms a logo
Feedback and approvals inside 48 hours
Minimum media budget: $1,000 USD per month. Below that there isn’t enough spend to test creative properly, and testing is the entire mechanism. If you don’t have someone dedicated to closing, we’re not the right vendor — we generate qualified conversations, converting them is your job.
Run the numbers
Start with arithmetic, not with a proposal.
Your inputs, your math. Change any figure and the model updates. If it doesn’t hold at your numbers, we’ll tell you.
Not a pitch — a diagnostic. Twenty minutes.
Program cost covers whatever you pay to run the program — agency, tools, internal time. It varies with the services contracted. Set it to zero to see media-only CAC.
Case study
Thirteen months with one financial advisory firm.
A single engagement, tracked from the first month. We’re showing it because specificity is the only thing that separates a claim from a result.
Exhibit A — Financial advisory firm, Bogotá
Jul 2025 – Aug 2026
1,179
Qualified leads generated
from 28/mo at start
59
New clients closed
5.0% lead-to-close
146
Best month, leads
5.2× the baseline
20
Avg. days to close
paid-channel leads
What moved the number
In one month leads fell to 56. Budget was unchanged, targeting was unchanged. We rebuilt how the same scripts were filmed — framing, pacing, delivery — and the following month closed at 93.
Creative execution, not spend, was the constraint. That’s the kind of thing you only learn by running the same category long enough to isolate it.
What it doesn’t prove
This is one firm, in one market, in Spanish. It proves the system produces qualified demand for financial advisory services. It doesn’t prove your firm will see the same figures — no case study does.
What transfers is the method: test creative continuously, replace winners before they decay, and measure cost per qualified lead rather than reach.
A read on your situation, not a proposal.
Positioning
Twenty firms, one sentence, all identical.
Open the websites of twenty fractional CFO practices and you’ll read the same promise twenty times: experienced financial leadership, without the full-time cost. All true. None of it distinguishing.
Your buyer is choosing who to hand their numbers to. That decision runs on trust, and trust is built by being specific about who you serve and what you actually do differently — not by better stock photography.
Before we spend a dollar on media, we make sure the message is worth amplifying. Paid distribution multiplies whatever is already there. If what’s there is generic, you’re paying to scale a shrug.
One vertical only
Why we don’t take other industries.
A generalist agency with twenty clients across twelve industries runs its first experiment in your category on the day you sign. You fund the learning curve.
We’ve been running paid acquisition for financial services continuously since 2025. We know which entry points convert, roughly what a qualified lead should cost, and how long the cycle runs before a close. When something stops working, we’ve usually seen it before.
Our team is in Bogotá, which is why this level of attention is economically possible at all. That’s an explanation of our cost structure — not the reason to hire us.
Next step
A read on your firm, not a pitch.
Twenty minutes on a call. Bring whatever numbers you have — or none. We’ll tell you four things:
Which of the five entry points your firm is actually positioned for
What a qualified lead should realistically cost in this category
Whether the math holds at your fee and conversion rate
What we’d do first — and what we’d leave alone
You keep the read whether or not we work together. If paid acquisition isn’t the right lever for you right now, we’ll say so on the call.