FAQ
Common questions about Fractional Workspace and how fractional executives manage their practices.
Fractional Workspace is a purpose-built workspace for fractional executives, including CMOs, CROs, CFOs, COOs, CEOs, GTM consultants, and boutique advisory firms. It covers the full engagement lifecycle: AI-powered opportunity analysis, proposal creation and client signing, client workspaces with action items and meeting notes, and client update generation.
No. It doesn't source leads or prospect for you. (The Leads tab is for people you've already met: a quick place to note a conversation before it's a real opportunity.) It's built for the work after a prospect appears: sizing up the opportunity, writing and sending the proposal, getting it signed online, and running the engagement with weekly client updates. Its job is making sure the people you're already talking to get proposed to, signed, and served without anything slipping. If finding clients is your bottleneck right now, the free going fractional guide covers how most fractional executives build their first pipeline: https://fractionalworkspace.com/going-fractional
A lead is someone you're talking to who isn't a real opportunity yet: a name, plus a company, email, or phone if you have them, and a quick note. Each time they come back around, you add a dated note. An opportunity is a live prospect you're actively working toward a proposal, with stages, next steps, and AI analysis. When a lead gets real, click Convert to opportunity and everything you noted carries over. Leads don't count toward your pipeline until you convert them.
A fractional executive is an experienced C-suite leader who works with multiple companies on a part-time or project basis. Fractional CMOs, CROs, CFOs, COOs, and CEOs bring senior-level expertise to companies that can't justify or afford a full-time executive hire. They typically manage several client relationships simultaneously.
Most fractional executives use a mix of spreadsheets, CRM tools, and email to track the prospects they are already talking to, none of which were built for how they actually work. Fractional Workspace gives fractional executives a purpose-built pipeline with AI opportunity analysis, stage tracking, and next-action reminders.
Most fractional executives cobble together a CRM (often overkill for one person), a proposal tool, a project management app, a spreadsheet for the pipeline, and notes apps for client context. Fractional Workspace replaces all of these with a single workflow built for independent operator work.
Create an opportunity with your notes, then run an analysis whenever you're ready, it's a separate, deliberate step. The AI reads your notes, exec type, and offer library, then gives you an honest Overall Read (Strong, Promising, Early, or Unclear), the reasoning behind it, what's still missing from your notes, and a short list of things to find out before your next call. Nothing is added to your opportunity automatically, you choose what to keep.
Your offer library stores your standard engagement types, pricing, and deliverables. When you sign up, templates are pre-loaded based on your role. A Fractional CFO sees CFO templates first, a Fractional CMO sees CMO templates first, and so on. You can customize any template or add your own. The AI recommends from your library, so proposals pre-fill automatically.
Yes. Fractional Workspace generates a unique share link for every proposal. Your client opens the link, reads the full proposal, enters their name, and accepts. The acceptance is timestamped and logged. No DocuSign account, no PDF, no back-and-forth required.
The proposal status moves to Accepted, the linked opportunity automatically advances to Won in your pipeline, and a green 'Start engagement →' banner appears on both the proposal and opportunity pages. Click it to create a client workspace pre-filled with the client details, scope, objectives, and timeline from the proposal.
A client workspace is your operating system for an active engagement. It has action items with due dates, meeting notes (type, paste, or upload a file), a decision log with timestamps, objectives, engagement health status, and a full Engagement History showing the original discovery notes, AI analysis, and signed proposal. Overdue action items surface on your dashboard automatically.
The AI reads your workspace, including focus area, objectives, decisions logged, recent meeting notes, and workspace notes, and drafts a professional client update. You can add notes about what happened this week before generating. Edit the draft, mark it sent, and the next update date advances by seven days automatically. Every update is saved to history.
No, it's built for any independent executive or advisor who manages multiple client relationships. Fractional CMOs, CROs, CFOs, COOs, CEOs, GTM consultants, and boutique advisory firms all use it. Each role gets a personalized experience with role-specific offer templates and AI analysis.
Fractional Workspace is $79/month or $749/year. There's a 14-day free trial with no credit card required. Founding members who joined early are free forever.
We're building one. Join the waitlist at fractionalworkspace.com/find-a-fractional and we'll notify you when it launches. You can specify which type of fractional executive you're looking for.
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