Fractional 360

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Innovative Group × StrataFusion
Built from Session 1 · Aug 25, 2026
Fractional 360 · Persona & GTM Playbook

Ten chairs. One coordinated voice.

Each persona is built from what each leader actually said in Session 1 — their words, their stories, their blind spot — cross-referenced with the public record and anchored to 2026 market data, with a north-star metric and a real industry exemplar to model. Facts drawn from public record (not the room) are tagged. Click any chair to open the full persona.

01 · The market & the wedge

The category is real — the model is the edge.

The fractional-executive market is growing fast, and full-C-suite players already exist (TechCXO, Right Side Up, KORE1). Our wedge is not "nobody does this" — it's the model: a coordinated team of specialist operators who interoperate from day one, plus an ethos marketplaces can't claim. Confidence: high; figures from multiple current 2026 sources.

~$24.7B
Fractional market by 2034 (from ~$9.4B in 2025, ~11% CAGR)
72%
of CEOs increasing use of fractional leaders
30%+
of midsize on a fractional retainer by 2027 (Gartner)
77%
say AI is driving demand for specialized fractional talent
02 · Two content tracks

What we say comes from the room.

Session 1 surfaced two threads every chair's content ladders back to.

Track A — how we operate

Embedded operators from day one, a vetted bench behind every chair, everyone hunts for everyone, slow is smooth. The model is the differentiator.

Track B — our ethos / why-us

Do the right thing, balanced with running a real business. Customer-first. Trust through value. Emerging principle #1: "do the right thing."

03 · The chairs

Persona, quotes, metrics & GTM — per chair.

Click a card to expand. Verbatim Session 1 quotes are the proof each persona maps to what was said.

Chris SalazarCMO · Innovative Group · F360 Co-Lead
The Operator-Convener
Marketing that compounds value — and protects the leader who owns it.
North-star Marketing-sourced revenue / pipeline (with LTV:CAC payback) — marketing you can attribute to the number.
Open personaClose persona
LinkedIn — add
In their words
We built Innovative Group off the basis of building trust through providing value. That's it, simple.
Helping them keep their jobs and show value in their organization, and have marketing not be a cost center.
Who they are

Brand-to-revenue operator who has held the fractional CMO seat many times; his truest superpower is convening leaders — "bringing leaders together." His scar (laid off as a top enterprise marketer) is his North Star: he stands beside the leader, not in the spotlight, and proves marketing is a value engine. Co-founded IG on one idea: trust through value.

Audience & pain

Founders/CEOs and the marketing leaders whose seats he protects. Pain: marketing seen as a cost center; a CMO who can't show the board a return.

The promise

Marketing a board can trust — brand-to-revenue, retention-aware, defensible.

In the market

Fractional-CMO clients have seen ~29% revenue growth vs ~19% without; the market is ~$1.27B in 2026. CMOs own marketing-sourced pipeline, ARR, and LTV:CAC.

Model after

Alan Gonsenhauser (11-time CMO; advised 100+ CMOs at Forrester; founded Demand Revenue) — the embedded-exec model that speaks EBITDA and LTV/CAC to PE/VC. Also CMOx (Casey Stanton).

Content pillars

Marketing as a value/retention engine  ·  Managing up: earning the board's trust  ·  Data-backed, art-of-war growth  ·  Building Fractional 360

Signature assets
  • Netgear → Arlo Smart Home: acquisition to IPO, beating Nest and Ring.
  • SprintRay: 11x ROAS for a market leader; the lesson was managing up to the board.
  • Laid off as a top marketer — the scar that reframed the CMO's real job.
First three posts
  • "How I turned a security-camera acquisition into an IPO."
  • "Marketing isn't a cost center. Here's the retention math."
  • "Why we're building Fractional 360."
Cadence

LinkedIn POV + operator stories + the F360 vision narrative.  —  2–3/wk; alternate story, POV, and movement post.

Go-to-market
Positioning The CMO who makes marketing defensible to the board.
Stage fit Scale-ups, PE-backed brands, IG-invested startups.
The wedge Not a solo fractional CMO — the front of a team that plugs marketing into product, CS, and finance.
Proof Arlo IPO; SprintRay 11x ROAS.
Greg HighamCIO · StrataFusion · F360 Co-Lead
The Business-First CIO (the diligence brain)
Technology aligned to strategy — and delivered under fire.
North-star Business value delivered (cost savings + efficiency) and carve-out / transformation milestones hit on time.
Open personaClose persona
In their words
Partnering with the business teams to deliver meaningful business value that aligns to the strategy is kind of my happy place.
You need a Henry, not a Greg.
Who they are

35+ year serial CIO; founding CIO at Marketo through IPO (and its $1.8B Vista sale — public record), later CIO at Malwarebytes past $250M, where he worked alongside Tom Fox (public record — the source of their trust). In the AI era the job is business alignment, not burning tokens. Famously picky, high bar.

Audience & pain

PE firms, CEOs and boards facing carve-outs/transitions/AI decisions; scale-ups needing a CIO. Pain: tech spend untied to strategy; a carve-out clock with severe penalties.

The promise

The honest read on what you actually need — stood up under a brutal timeline.

In the market

Fractional/interim CIOs cite fast, measurable value — ~23% efficiency gains, six-figure savings, ROI in 3–6 months; 90-day deliverables like vendor consolidation, a security baseline, and an operating model.

Model after

Fortium Partners' fractional-CIO model (vision-to-value, 90-day deliverables) — a specialist-operator standard, not a marketplace match.

Content pillars

Fractional vs interim, by stage  ·  The carve-out / TSA playbook  ·  AI-era business alignment  ·  "Tell the client what they really need"

Signature assets
  • Forcepoint carve-out: a $400M interim stand-up under a $1M/month TSA in 12 months.
  • "You need a Henry, not a Greg" — tell the client what they need.
  • Marketo: founding CIO through IPO and the $1.8B Vista sale (public record).
First three posts
  • "What a $400M carve-out in 12 months actually takes."
  • "In the AI era, your CIO's job isn't burning tokens."
  • "When the honest advice is: you need a director, not a CIO."
Cadence

LinkedIn POV + the carve-out field guide + AI-alignment POV.  —  2–3/wk; carve-out war stories + AI-alignment POV.

Go-to-market
Positioning Diligence and carve-outs as a service.
Stage fit PE carve-outs, enterprise interim; scale-ups needing a CIO.
The wedge A specialist CIO with lived carve-out scars and a bench, not a directory.
Proof Forcepoint carve-out; Marketo IPO + Vista sale.
Henry IveyCISO · StrataFusion
The Security Enabler
Security that unlocks the business — and sees the risk in the celebration.
North-star Risk-maturity gain + mean-time-to-contain — and "AI initiatives shipped with zero shadow-access incidents."
Open personaClose persona
In their words
Security were the policemen, they always said no. At some point you realize you have to enable the business to be successful.
It's the devil in the details.
Who they are

Reframes the CISO from the "policeman who says no" to an enabler, at scale. An abstract mind that lives in the details, now deep in AI and its governance gap. Loves the mid-market for the outsized impact.

Audience & pain

Mid-market and AI-forward companies; CISOs, CTOs, CEOs racing on AI. Pain: shipping AI with no governance; a breach with no plan.

The promise

Move fast safely — adopt the AI you're racing toward without opening the door you can't see.

In the market

vCISO engagements typically run $60–150k/year with KPIs on risk-maturity and time-to-contain; 77% of leaders say AI is boosting demand for specialized fractional talent.

Model after

Modern vCISO firms (Cynomi, Fractional CISO Inc.) — business-aligned metrics, not compliance checkboxes.

Content pillars

Security as a business enabler  ·  Shadow AI and the governance gap  ·  The details behind the celebration  ·  Breach response, calmly

Signature assets
  • California mandatory-reporting system: a napkin sketch → a $1M Verizon grant → now in 28 states.
  • The AI cautionary tale: a celebrated "win" was one person sharing credentials with 40 friends.
  • Breach response across companies.
First three posts
  • "Everyone celebrated the AI win. I saw a breach waiting to happen."
  • "Security's job isn't to say no — it's to enable at scale."
  • "Shadow AI: the credentials problem nobody is tracking."
Cadence

LinkedIn POV + the "AI win that was a risk" story + breach lessons.  —  2–3/wk; ride the AI-governance wave.

Go-to-market
Positioning The CISO who enables AI adoption instead of blocking it.
Stage fit Mid-market and AI-forward scale-ups.
The wedge Governance-aware enablement exactly when everyone is racing on AI.
Proof 28-state reporting system; breach turnarounds.
Sheren BouchakianCHRO
The CEO Whisperer / Builder
The person the founder calls on a Friday night — and the culture that makes the rest work.
North-star Regretted attrition of top performers + eNPS — and graceful-exit rate.
Open personaClose persona
In their words
I describe myself as half unicorn, half spreadsheet.
I love that I can hold the space for the stuff that keeps them up at night.
Who they are

"Half unicorn, half spreadsheet" — reads the EQ and the P&L. VP HR at Splunk (assessment tool still used 16+ years, 10k employees), later CPO at Twilio (public record). Believes in corporate karma. Moves executives out with grace — a ~95% hit rate leaving people as brand ambassadors.

Audience & pain

Founders/CEOs and HR leaders. Pain: a C-suite not speaking the same language; the exec transition nobody wants to run; culture debt.

The promise

A company that performs because its people, communication, and leadership actually work.

In the market

Healthy voluntary turnover is under 10% (Gallup); top organizations hit 90%+ retention (Mercer avg ~13%). The fractional CHRO's job is translating people metrics into P&L language.

Model after

The fractional-CHRO playbook standard (Umbrex) — people metrics translated into founder/CFO language.

Content pillars

Communication as the foundation  ·  The CEO whisperer role  ·  Graceful executive transitions  ·  Culture as what makes the rest work

Signature assets
  • Splunk communication assessment: still used 16–17 years and 10,000 employees later.
  • Executive transitions with a ~95% hit rate — people leave as brand ambassadors.
  • The 15-minute exec assessment she's bringing to F360 as Session 2 pre-work.
First three posts
  • "Half unicorn, half spreadsheet: why great HR needs both."
  • "The 15-minute assessment that's still running 16 years later."
  • "Who the founder calls on a Friday night."
Cadence

LinkedIn POV + the assessment framework + exec-transition stories.  —  2–3/wk; communication + culture POV.

Go-to-market
Positioning Culture and communication as the performance foundation.
Stage fit Startups/scale-ups building culture; restructurings.
The wedge Her exec assessment is the natural paid front door (ties to Ken's model).
Proof Splunk assessment (16+ yrs); 95% graceful exits.
Chad KuttingCPO
The Customer Truth-Teller
Find the customers your roadmap forgot — and accelerate past the nonsense.
North-star Activation → Net Revenue Retention (target >120%) — product that drives durable revenue, not just shipping.
Open personaClose persona
In their words
We built this thing. Why aren't we getting paid for it? Where are the customers?
Not just building what they say, but building to where they need to be.
Who they are

Product across the 49ers, Facebook (ads), Salesforce (SalesforceIQ), and PayPal (Sr Director, PayPal Ads); now co-founder/CEO of Gaimplan.ai (public record). Owns the end-to-end voice of the customer — the why and the who — and builds to where customers need to be.

Audience & pain

Founders and product leaders; post-M&A teams. Pain: "we built it — where are the customers?"; a roadmap disconnected from reality.

The promise

Product clarity and acceleration grounded in what customers actually need.

In the market

Net Revenue Retention has overtaken acquisition as the primary growth focus; top performers exceed 120% NRR. Fractional CPOs own OKRs and stand in front of the board (retainers ~$12–25k/mo).

Model after

The Reforge / Amplitude north-star discipline — one metric that matters, instrumented and owned.

Content pillars

Voice of the customer, end to end  ·  Product-market truth  ·  Integration through M&A  ·  Acceleration for founders

Signature assets
  • PayPal's largest acquisition integration — putting specialties in a room to build something bigger.
  • A career from the LA Kings/49ers to Facebook, Salesforce, PayPal.
  • The recurring scar: "why aren't we getting paid for it?"
First three posts
  • "'We built it — where are the customers?' The most expensive product mistake."
  • "A CPO's job is the why and the who, not the how."
  • "Build to where customers need to be."
Cadence

LinkedIn POV + the M&A-integration story + product-truth POV.  —  2–3/wk; product-truth POV + a founder story.

Go-to-market
Positioning The CPO who reconnects the roadmap to the customer.
Stage fit Startups/scale-ups needing product clarity; post-M&A.
The wedge Customer-truth + integration, coordinated with CS and CMO.
Proof PayPal integration; SalesforceIQ / Facebook.
Tom FoxCFO (placeholder)
The Honest Broker (the No-Guy)
Plans that get executed because the whole C-suite owns them.
North-star Forecast accuracy + burn multiple + runway — with real C-suite buy-in on the plan.
Open personaClose persona
In their words
I'm usually the guy that has to tell the CEO or the board the bad news.
Thinking about where the puck will be, not where the puck is.
Who they are

25 years in tech; Malwarebytes President & CFO (ran finance, HR, IT, legal), ex-Angie's List CFO and NAVTEQ, Kellogg MBA (public record). The one who tells the CEO and board the bad news. Insists on cross-functional buy-in; thinks outside-in. Uniquely, he's usually the client, not the vendor.

Audience & pain

CEOs, boards, scale-up founders. Pain: a plan the CEO ignores; navel-gazing; no one willing to say no.

The promise

A plan the whole C-suite owns — and a CFO who tells you the truth.

In the market

Fractional CFO is the most mature sub-vertical; north-stars are burn multiple, runway, and gross margin, reported on a weekly/monthly rhythm.

Model after

The mature fractional-CFO field (The Expert CFO, Paro-style embedded CFOs) — finance translated into board decisions.

Content pillars

Cross-functional buy-in beats a finance plan  ·  Outside-in: where the puck is going  ·  The value of the honest no  ·  Decisions = people + process + tools

Signature assets
  • Malwarebytes, 8 years running all G&A: the navel-gazing lesson.
  • Strategic planning done right vs. as a check-the-box.
  • 25 years across many capital structures — often the client, not the vendor.
First three posts
  • "'Go see finance' is how planning dies. Here's the fix."
  • "The most valuable thing a CFO says is no."
  • "High-quality decisions aren't magic — people, process, tools."
Cadence

LinkedIn POV + the planning-buy-in story + outside-in POV.  —  2–3/wk; the honest-CFO voice.

Go-to-market
Positioning The honest CFO who gets real buy-in.
Stage fit Scale-ups outgrowing their first finance hire; PE-backed.
The wedge He's been the client — a rare trust signal — tied into the whole C-suite.
Proof Malwarebytes; planning turnarounds.
Steve WymerAdvisor · First Chair · Innovative Group
The Founder's Empath / Concertmaster
The next best decision — the one that saves millions.
North-star Decision quality / value-at-risk avoided — and the coordinated team's client NPS.
Open personaClose persona
LinkedIn — add
In their words
Hundreds of millions of dollars of market cap value could have been saved by making a different, better decision.
You learn not to touch the stove by touching it.
Who they are

IG mentor, partner, and advisor; empathy is his word. A three-arc career (U.S. Senate, tech, nonprofit leadership) at the intersection of hard things. On Nextdoor's early founding team (8 years to monetization). Believes trust beats short-term money. His First Chair idea: who tunes a coordinated C-suite.

Audience & pain

Founders and entrepreneurs in the grind. Pain: the wrong path at an inflection point; isolation; investors and employees not to disappoint.

The promise

Empathy plus judgment — help founders make the next best decision before it costs them.

In the market

As fractional teams form, someone has to own interoperation — a "concertmaster"/First-Chair role the marketplaces don't offer. Advisory value shows up as decision quality and value-at-risk avoided.

Model after

The trusted board-advisor / concertmaster archetype (the outside operator every strong founder keeps close).

Content pillars

Empathy as a business strategy  ·  The "next best decision"  ·  Do the right thing, even at a cost  ·  Learning by touching the stove

Signature assets
  • Nextdoor founding team: 8 years to monetization, hard pivots.
  • A career across the Senate, tech comms, and nonprofit leadership.
  • The conviction that one better decision could have saved hundreds of millions.
First three posts
  • "Eight years to monetization: what founding Nextdoor taught me."
  • "The next best decision: how one better call saves $100M."
  • "Do the right thing — even when it costs you the deal."
Cadence

LinkedIn POV + founder-empathy stories + the "next best decision" framing.  —  1–2/wk; the ethos + empathy voice (pairs with Sheren).

Go-to-market
Positioning The First Chair and founder-empathy voice.
Stage fit Early-stage founders and entrepreneurs.
The wedge The glue that tunes the coordinated C-suite and champions the ethos.
Proof Nextdoor; IG co-founder ethos.
Ken CraffordPartner · StrataFusion
The Unconflicted Advisor
Advice you can trust — because we don't profit from the delivery.
North-star Assessment → engagement conversion rate + client referral / NPS.
Open personaClose persona
In their words
We wanted to create a consulting company that was not conflicted by the delivery capabilities that it had.
Bad news is important to deliver right away.
Who they are

30+ years; co-founded StrataFusion in 2001 with John Dick to build unconflicted "Technology-plus-Business" consulting — advise the what, architect the how, never do the delivery. Earlier built Core Technology Group (Inc. 500) and sold it (public record). Leads with balance and champions the assessment-first commercial model.

Audience & pain

Founders, PE, scale-ups needing senior judgment without a conflict. Pain: consultants who profit from selling more delivery; not knowing where to start.

The promise

Unconflicted senior advice — and a low-risk way to start (a paid assessment).

In the market

The assessment-first model matches how mid-market buyers de-risk: a low-cost paid diagnostic that earns the right to the engagement — increasingly the norm in advisory.

Model after

The unconflicted-advisory model (StrataFusion's own "advise, don't deliver") — trusted precisely because incentives are clean.

Content pillars

Balance as a business advantage  ·  Unconflicted advice  ·  The assessment-first model  ·  Every scar a young exec will hit

Signature assets
  • G4 Analytics: on the board 2005–2013; sold to Nielsen → a ~$500–600M division.
  • Founded StrataFusion (2001) as unconflicted consulting.
  • Core Technology Group: Inc. 500, sold it.
First three posts
  • "Why our firm refuses to do the delivery."
  • "The assessment-first model: earn trust before the engagement."
  • "Every scar a young startup exec will hit, I've hit twice."
Cadence

LinkedIn POV + the commercial-model POV + the balance story.  —  1–2/wk; unconflicted-advice + commercial-model voice.

Go-to-market
Positioning Owns the commercial model — the paid-assessment front door.
Stage fit Startups/scale-ups needing unconflicted advice.
The wedge The low-risk entry that converts to the full-team engagement.
Proof G4/Nielsen; StrataFusion (founded 2001); Core Technology Group.
David GarciaContent ops + growth · Innovative Group
The Swiss-Army Operator
Slow is smooth, smooth is fast — the engine that makes the team scale.
North-star Content throughput + amplified reach/engagement + AI time-saved (hours reclaimed per week).
Open personaClose persona
LinkedIn — add
In their words
Slow is smooth, and smooth is fast.
There's never any gates. Nobody stops at the gates to say, was this correct? Was this aligned?
Who they are

30 years in tech (in 2027): UX, front-end, growth, and heavy AI. Infrastructure-OCD — gates before you go — and the builder of Agatha, IG's AI operator. Sees the same failure everywhere: personalization always planned, never shipped.

Audience & pain

Internal (the F360 engine) and growth/ops for clients. Pain: speed without gates; personalization that never ships; ROI that leaks.

The promise

An AI-powered content and ops engine that lets the whole team move fast — safely.

In the market

The content engine is the amplification layer — 'one post, ten amplifiers.' AI ops (agents like Agatha) are how a small team produces at scale.

Model after

Modern RevOps / content-ops teams that pair a publishing system with AI leverage.

Content pillars

"Slow is smooth, smooth is fast"  ·  Gates before speed  ·  Personalization done right  ·  AI operations (Agatha)

Signature assets
  • Building Agatha — the AI operator powering IG across teams and clients.
  • The pattern everywhere: personalization always planned, never shipped.
First three posts
  • "Slow is smooth, smooth is fast: the ops discipline that speeds you up."
  • "Why personalization is always in the plan and never shipped."
  • "Meet Agatha: the AI operator behind our content engine."
Cadence

How-to / ops POV + AI-ops content + the personalization POV.  —  1–2/wk; ops + AI POV — and he runs the engine for everyone.

Go-to-market
Positioning Runs the content + AI engine that amplifies every chair.
Stage fit Internal + client growth/ops.
The wedge The muscle that makes 'one post, ten amplifiers' real.
Proof Agatha; the IG content engine.
Michael SykoraAmplification + post-sales · Innovative Group
The Retention Strategist
Growth from the customers you already have.
North-star Net Revenue Retention + dark-customer save rate (churn caught before the door).
Open personaClose persona
LinkedIn — add
In their words
The customers that stopped opening support cases, the ones that went dark — those were the customers that were walking out the door.
It costs three, five, ten times as much to acquire new customers than to retain existing ones.
Who they are

Post-sales, support, and customer success leader. Conviction: you can't outsell poor retention, and the answers are already in your data. Big word: outcomes.

Audience & pain

Post-sales/CS leaders and scale-ups with a base quietly leaking value. Pain: chasing new logos while retention erodes; missing the churn signals.

The promise

Stop the leak, read the signals, compound the base.

In the market

NRR has overtaken acquisition as the growth focus; top performers exceed 120% NRR. Retaining costs a fraction of acquiring.

Model after

Modern CS leadership (Gainsight-style) — signals-driven retention, not reactive support.

Content pillars

Retention economics  ·  Signals hiding in the base  ·  Customer-first  ·  Outcomes over activity

Signature assets
  • Marketo retention analysis: the customers who go dark are the ones leaving → a dark-customer alert system.
  • Leading professional services, support, post-sales ops, and CS.
First three posts
  • "The customers who go quiet are the ones leaving."
  • "You can't outsell poor retention. Here's the math."
  • "The answers to your growth questions are already in your data."
Cadence

LinkedIn POV + the retention-data story + customer-first POV.  —  2–3/wk; the retention + outcomes voice (pairs with Chris + Chad).

Go-to-market
Positioning Retention/CS as a growth lever.
Stage fit Scale-ups with a customer base to protect.
The wedge The retention lens connecting CMO, CPO, and CS.
Proof Marketo dark-customer alert system.
04 · The roll-up

How the chairs work as one.

The product isn't ten fractional executives — it's the interoperation. The cross-chair plays the team can run and sell:

Retention-led growth

Chris (CMO) + Michael (CS) + Chad (CPO): marketing feeds the base, CS reads the churn signals, product builds to where customers need to be.

AI you can actually ship

Greg (CIO) + Henry (CISO) + David (AI ops): AI adopted aligned to strategy and governed for risk.

The plan the C-suite owns

Tom (CFO) as honest broker + every chair: cross-functional buy-in so the plan gets executed.

The people layer that makes it stick

Sheren (CHRO): communication and culture; her assessment maps how the team works.

The tuning fork

Steve (First Chair): diagnosis, integration, exit criteria, north-star — the chairs playing as one.

Joint go-to-market.

Front door

A low-cost paid assessment (Ken's model + Sheren's exec assessment) — low risk for the client, high signal for us, opens the full-team engagement.

Engine

Interview each chair (David + Agatha) → draft in their voice → the chair approves → publish. Session 1 stories are the first raw material.

Reach

One post, ten amplifiers — two company pages + eight chair profiles; #fractional360 is the daily channel.

Story

"One team, not seven vendors" — the differentiated why-us.

Team north-star.

Rolled up

Every chair's north-star ladders to one team metric: client outcomes that compound across functions — measured as engagement Net Revenue Retention (do clients expand across chairs?) plus referral rate. If interoperation is real, clients buy more chairs and refer us. That's the number that proves the model.

30 / 60 / 90.

Next 30

Lock the two-track principles + paid-assessment front door; run the chair interviews; ship the launch post (team reveal + why-now); each chair posts their first piece.

60

Cross-chair play posts; first paid assessment in-market; comparison/authority content vs the marketplace model.

90

First joint engagement live; the assessment → engagement motion repeatable; measure inbound + pipeline; plan the first webinar series.