ServicesEstablishedExample Boost
YOUR POSITIONING
Close.Room to sharpen

Currently positioned as a generalist 'Fractional CFO for startups and SMBs' which is too broad to resonate with specific founder needs. The feast/famine cycle stems from lack of specific positioning and systematic acquisition.

What makes you different

Experienced fractional CFO who has proven ability to help founders through specific trigger events like fundraising prep

Who you serve best

Startups and SMBs experiencing financial complexity but needs to niche down further

Key Discovery
pattern

Predictable Founder Trigger Events

Founders need fractional CFOs at specific moments: approaching fundraising, crossing $100K/month revenue, when books become too messy to self-manage, or facing investor due diligence.

Reddit research

Why it matters: Content and outreach should target these specific trigger moments rather than generic financial help

KEY PRIORITIES
#1

Ask every current client for 2 warm introductions

Systematically request warm introductions from existing satisfied clients using proven scripts

ICE26
#2

Niche down to one founder profile (e.g., 'SaaS founders approaching Series A')

Define exact target customer profile to improve all marketing messaging and positioning

ICE24
#3

Build accelerator partnership pipeline: identify 20, pitch 10, close 3-5

Systematically build relationships with startup accelerators for speaking opportunities

ICE23
#4

Create 3 case studies from existing/past clients

Document client success stories focusing on triggers, challenges, actions, and measurable outcomes

ICE22
#5

Implement paid diagnostic ($2-3K) as qualification step before retainer

Create structured diagnostic offering to qualify prospects and generate revenue

ICE22
#6

Create 'Fundraising Finance Checklist' lead magnet for accelerator distribution

Develop shareable resource that accelerators can distribute to their founders

ICE22
#7

Post on LinkedIn 4x/week using problem-focused content

Establish regular LinkedIn presence with content that addresses founder pain points

ICE21
#8

Build referral network: identify 10 startup lawyers/accountants, schedule intro calls

Build systematic referral relationships with complementary service providers

ICE21
TRAFFIC COMPARISON
toptal.com597K/mo

128,791 ranking keywords

kruzeconsulting.com51K/mo

13,777 ranking keywords

fractionalfinance.com0/mo
sarahchenconsulting.com(you)0/mo
MARKET PULSE

I am at the point where my bookkeeping and forecasting are getting too messy to handle myself. I am thinking about hiring a fractional CFO, but I do not know if it is actually worth the cost or just another shiny service people hype up.

Reddit r/EntrepreneurRideAlong

How tf do i find a fractional CFO without getting scammed lol... upwork ppl ghost or ask for $200/hr. where do real ppl find these fractional ppl without getting ripped off?

Reddit r/Entrepreneur

We're about to undergo fundraising and debating whether to hire a fractional CFO or build basic FP&A in-house... Scenario: small SaaS, < $10k MRR, lean team, growing slowly, founders are non-finance.

Reddit r/CFO
KEYWORD OPPORTUNITIES

Keywords your competitors rank for that you don't

KeywordVolumeCompetitor
timers3350.0K/motoptal.com
timer3350.0K/motoptal.com
fiverr823.0K/motoptal.com
timers for 10 minutes550.0K/motoptal.com
10 minute timer550.0K/motoptal.com
KEY METRICS
FINDING YOU

LinkedIn posts/week

4

FINDING YOU

LinkedIn profile views/week

100+

FINDING YOU

Accelerators contacted

10

FINDING YOU

Accelerator webinars delivered

1

FINDING YOU

Referral partners in network

3

FINDING YOU

Inbound leads/month

1-2

KEY DISCOVERIES
competitive intel

Accelerator Partnership Conversion Validated

One webinar with a startup accelerator produced one client - this is a strong conversion rate that was abandoned after single experiment.

Client history

Primary acquisition channel should be scaling accelerator partnerships, not trying to compete with Kruze on SEO

opportunity

Trust Anxiety Creates Positioning Gap

Founders explicitly worry about getting 'scammed' or 'ripped off' when hiring fractional CFOs, especially from platforms like Upwork.

Reddit r/Entrepreneur

Marketing must address trust head-on through case studies, referrals, and transparent processes

finding

Industry Specialization Drives Selection

Founders explicitly seek CFOs who understand their specific business model (SaaS, e-commerce, manufacturing) rather than generic financial expertise.

Reddit r/smallbusiness

Niching down by industry or stage is more important than general financial expertise positioning

DEEP DIVES

Your feast/famine cycle is the predictable result of relying exclusively on referrals and sporadic activities. The data is clear: fractional CFO services are in high demand, with Reddit threads showing founders actively seeking this help at predictable trigger points—approaching fundraising, crossing $100K/month in revenue, or when bookkeeping becomes too messy to self-manage. The problem is not market demand. The problem is you're invisible to founders when these triggers hit.

Your competitors occupy two extremes. Toptal (597K monthly organic visits, 129K ranking keywords) is a massive marketplace that sells "talent" as a commodity—you cannot compete on their turf. Boutique fractional CFO firms like those trusted by Sequoia and a16h portfolios (Burkland, Nomad, AirCFO) win through niche specialization and VC ecosystem relationships. Your single webinar with a startup accelerator produced one client—this signals that partnership-based acquisition works for you, but you abandoned the approach after one experiment.

The strategy ahead focuses on three interlocking systems: (1) becoming visible at trigger moments through targeted content and partnerships, (2) building a referral engine with adjacent service providers (lawyers, bookkeepers, accountants), and (3) creating a consistent LinkedIn presence that positions you as the obvious choice for a specific founder profile. The goal is 2-3 qualified inbound leads per month within 90 days, replacing the randomness of your current referral dependency with predictable pipeline.

StageCurrent StateAssessment
Acquisition100% referral-dependent, sporadic LinkedIn (2x/month), abandoned cold outreach after 20 emails, one webinar attemptCritical gap. No systematic acquisition. Leads arrive randomly because you have no visibility when founders experience trigger events.
ActivationUnknown—no discovery call or intake process mentionedLikely informal. Risk: leads slip through without structured follow-up.
Revenue3 active clients, "fine when I have clients"Healthy per-client value suggests positioning/pricing is adequate. Problem is volume, not pricing.
RetentionNot discussedNeed to understand: Do clients churn, graduate to full-time CFOs, or stay long-term? This affects your capacity planning.
ReferralAll current clients from referralsOrganic referrals work, but you're not systematically generating them. No referral asks, no partner network, no case studies to share.
CompetitorModelTrafficPositioningThreat Level
Toptal FinanceMarketplace—sells "top 3%" talent597K/moVolume play, brand recognition, fast matchingLow direct threat. Different buyer. Founders who want a relationship, not a "resource," won't go here.
Kruze ConsultingFull-service accounting + fractional CFO51K/moVC-backed startup specialists. Content-heavy.High. They capture founders earlier (accounting) and upsell CFO services. Study their content.
Burkland, Nomad, AirCFOBoutique fractional CFO firmsLow organicVC ecosystem relationships. Trusted by Sequoia/a16z portfolios.Medium. They win on warm introductions from VCs, not marketing.
Solo fractional CFOs on LinkedInIndividual practitionersNoneCompeting for attention on LinkedIn. Many posting generic advice.Medium. Crowded space, but most content is undifferentiated.
PilotBookkeeping + CFO servicesUnknownWell-funded, targeting same SMB market.Medium-high. They have resources to dominate content and ads.

Your Angle: You're not going to out-content Kruze or out-spend Pilot. You win through niche focus (specific industry or stage), partnership depth (accelerators, lawyers, bookkeepers), and personal brand on LinkedIn. You're the CFO founders actually get to work with—not a platform that matches them with someone.

ChannelFit for YouExpected CACTime to ResultsRecommendation
LinkedIn (organic)HighLow ($0, time only)60-90 daysPrimary. 4x/week posting. Focus on trigger-event content.
Accelerator/incubator partnershipsHighLow30-60 daysPrimary. You proved this works. Scale it.
Referral partner networkHighLow (rev share)60-90 daysPrimary. Build relationships with 5-10 startup lawyers/accountants.
Webinars/speakingHighLow30-60 daysSecondary. Leverage accelerator relationships for speaking slots.
Cold outreachMediumMediumOngoingDeprioritize. Your discomfort signals misalignment. Use warm intros instead.
SEO/content marketingLowHigh (time)12+ monthsDeprioritize. You're too far behind Kruze/Pilot.
Paid ads (LinkedIn/Google)LowHigh ($300-500 CPL typical)ImmediateSkip for now. Unit economics don't work at your scale.
  1. Stop posting sporadically on LinkedIn. 2x/month is worse than nothing—it signals inconsistency. Either commit to 4x/week or pause entirely while you build a content backlog.
  1. Stop positioning as a generalist. "Fractional CFO for startups and SMBs" is everyone. Pick a niche: stage (seed to Series A), industry (SaaS, e-commerce, healthcare tech), or trigger (fundraising prep specifically).
  1. Stop treating referrals as passive luck. You're not asking for referrals, not building a partner network, not creating shareable assets (case studies, one-pagers) that make referrals easy.
  1. Stop avoiding follow-up on cold leads. You sent 20 emails and stopped. That's not a failed experiment—that's quitting before data. If you revisit outreach, commit to 100+ with iteration.
  1. Stop underestimating the webinar signal. One webinar. One client. That's a strong conversion rate. You should be doing 1-2 accelerator sessions per month, not per year.
ActionImpact (1-10)Confidence (1-10)Ease (1-10)ICE ScorePriority
Niche down to one founder profile (e.g., "SaaS founders approaching Series A")987241
Build accelerator partnership pipeline: identify 20, pitch 10, close 3-5986232
Post on LinkedIn 4x/week using problem-focused content876213
Create 3 case studies from existing/past clients895224
Build referral network: identify 10 startup lawyers/accountants, schedule intro calls876215
Implement paid diagnostic ($2-3K) as qualification step before retainer778226
Create "Fundraising Finance Checklist" lead magnet for accelerator distribution787227
Ask every current client for 2 warm introductions899268
MetricCategoryCurrentWeek 4 TargetMonth 3 Target
LinkedIn posts/weekAcquisition0.544
LinkedIn profile views/weekAcquisitionUnknown100+300+
Accelerators contactedAcquisition1 (ever)1025
Accelerator webinars deliveredAcquisition1 (ever)14
Referral partners in networkAcquisition038
Inbound leads/monthAcquisition~0-11-23-5
Discovery calls/monthActivationUnknown25
Paid diagnostics soldRevenue001-2
Active clientsRevenue334-5
Referral asks madeReferral0612
Warm intros receivedReferralUnknown26

Template 1: Trigger-Event LinkedIn Post

[Hook: State the painful moment]

You just got the email from your lead investor.

"Before we proceed to term sheet, we need updated financials, 
a 3-year forecast, and a clear path to profitability."

Due in 10 days.

[Agitate: Show you understand]

Your books are 2 months behind. You've been 
tracking revenue in a spreadsheet that only you understand.
The "forecast" is a back-of-napkin guess from 6 months ago.

This happens to 80% of founders I talk to.

[Solution: Provide value, not a pitch]

Here's what to do in the next 72 hours:

1. Get your books closed through last month. Hire emergency 
   bookkeeping help if needed. This is non-negotiable.

2. Build a simple 3-statement model. Revenue, expenses, 
   cash flow. Don't overcomplicate it—investors want to see 
   you understand your numbers, not that you're a spreadsheet wizard.

3. Prepare a "key assumptions" document. What's driving your 
   forecast? Customer acquisition costs? Churn rates? 
   Be ready to defend every number.

[Soft CTA]

If you're a [SaaS founder approaching Series A], 
I've helped 15+ companies navigate exactly this moment.

DM me "FUNDRAISE" if you want the checklist I use with clients.
Slide 1: [Client type] was 6 weeks from running out of cash.
         Here's what we did.

Slide 2: THE SITUATION
         - [Stage/size of company]
         - [Specific problem: messy books, no forecast, investor pressure]
         - [What triggered them to reach out]

Slide 3: THE FIRST 30 DAYS
         - [Action 1: e.g., "Rebuilt financial model from scratch"]
         - [Action 2: e.g., "Identified $40K/month in unnecessary spend"]
         - [Action 3: e.g., "Created investor-ready reporting package"]

Slide 4: THE RESULT
         - [Specific outcome: "Extended runway from 6 weeks to 8 months"]
         - [Secondary outcome: "Closed $2M seed round 90 days later"]
         - [Quote from founder if available]

Slide 5: THE LESSON
         - [One insight other founders can apply]
         - "You don't need perfect finances. You need clarity on 
            3 things: cash position, burn rate, and path to next milestone."

Slide 6: [Your name]
         Fractional CFO for [niche]
         DM me if this sounds like your situation.

Template 3: Accelerator Webinar Pitch Email

Subject: Free workshop for [Accelerator Name] founders: Fundraising Finance Essentials

Hi [Program Manager Name],

I'm Sarah Chen, a fractional CFO who works with [stage] startups 
on fundraising prep and financial modeling.

I'd love to run a 45-minute workshop for your current cohort on 
"Fundraising Finance Essentials"—the 5 things investors actually 
look for in your financials before writing a check.

What I'd cover:
- The 3 financial statements investors expect (and how good is good enough)
- Building a forecast that survives due diligence
- The metrics that matter at [seed/Series A] stage
- Common mistakes that kill deals (and how to avoid them)

I've delivered this session for [other accelerator if applicable] 
and the feedback was strong—founders left with a clear checklist 
and several booked follow-up calls.

No pitch, no hard sell—just useful content for your founders.

Would this be valuable for your upcoming cohort? Happy to jump 
on a quick call to tailor it to your program's focus.

Best,
Sarah Chen
[LinkedIn profile]
[Website]

Get a Boost like this for your business.

Real research on your market, your competitors, your opportunities.

Services Marketing Plan Example | Boost