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How to hire a fractional CMO for a small business

By Dave Newman ·

To hire a fractional CMO, decide what you need them to own before you talk to anyone, then interview two or three people against the same written brief, ask for a sample plan and report, and start with a short paid trial instead of a long contract. Most bad hires in this role come from skipping the first step.

Here's how to do each part, in order, with the questions that sort good candidates from good talkers.

Step 1: write down the job before you look

A fractional CMO is a part-time marketing leader. That covers a lot of ground, from a few hours of advice a month to running a team two days a week. If you don't define the job, each candidate will define it for you, and you'll be comparing three different jobs.

Write one page that answers:

  • What's the goal for the next 12 months? In numbers if you can. "Double booked consultations" is better than "grow the brand."
  • What exists now? Your website, ad accounts, agency, freelancers, email list, CRM, and whoever on staff touches marketing.
  • What do you want them to own? Planning only, or planning plus managing the people doing the work?
  • How much time do you think it takes? A few hours a week, or a day or two.
  • What's the budget? Both for the leader and for the marketing itself. The fee for the leader doesn't pay for ads, content or tools.

That last point matters more than any other. We go through it in what a fractional CMO costs: if the leadership fee would eat most of your marketing budget, the numbers are upside down. Either shrink the role or wait until the budget can support it.

If this one-pager is hard to write, that's useful information. It may mean you need a fractional marketing lead who starts by writing it with you, or a smaller first step like an audit.

Step 2: decide what kind of help you're hiring

There are a few common shapes, and they suit different businesses:

Shape Good fit when Watch for
Advisor You have people doing the work and want a senior check Advice that nobody has time to act on
Leader who manages vendors You have an agency or freelancers and nobody running them Unclear authority over vendors
Hands-on lead You have little help and need someone to do some of the work A senior rate for junior tasks
Agency-backed CMO You want a bench of specialists in one place Being steered to that agency's services

None of these is better in general. The right one depends on what you wrote in step 1. If you're also weighing an agency or a full-time hire, we compared them in fractional lead vs agency vs full-time hire.

Step 3: find two or three candidates

Good places to look:

  • People you already trust. Ask your accountant, your attorney and other owners you know. Fractional work runs on referrals.
  • LinkedIn. Search for "fractional CMO" or "fractional marketing" plus your industry. Look at what they post. People who write clearly about marketing usually report clearly too.
  • Industry groups. Trade associations and local business groups often know who has worked with businesses like yours.

Two or three candidates is enough. More than that and the interviews start to blur together.

Step 4: interview against the brief

Send each candidate your one-pager ahead of time. Then ask the same questions of each, so you can compare answers.

About the work:

  1. What would you do in the first 30 days?
  2. What would you need from us to do it?
  3. Which parts of this would you do yourself, and which would you hand to someone else?

About proof:

  1. Can I see a sample plan and a sample monthly report, with client details removed?
  2. Tell me about a plan that didn't work. What did you change?
  3. Can I talk to two current or recent clients?

About money and conflicts:

  1. How many hours does the fee include, and what happens when we need more?
  2. Do you earn anything from the agencies, tools or freelancers you recommend?
  3. How do we end it if it isn't working?

The best answers are specific and a little boring. "In the first two weeks I'd check your tracking, list every vendor and what you pay them, and interview your sales team" is a better answer than a speech about brand vision.

Pay close attention to question 8. A candidate who earns a referral fee from an agency isn't automatically a bad choice, but you should know about it before you take their advice on which agency to hire.

Step 5: check what you'll actually receive

Ask each finalist to list their deliverables for the first 90 days. You should see a findings memo, working tracking, a written plan, a meeting rhythm and a monthly report. We laid out what each of those should look like in what a fractional CMO delivers.

If a candidate can't name the deliverables, they're asking to be paid for availability. Some businesses want that. Most small businesses need output.

Step 6: get the contract right

Most fractional CMOs work as independent contractors, not employees. The IRS page on independent contractor or employee says the key is "the extent of the right to direct and control the worker," and groups the evidence into three areas: behavioral control, financial control, and the type of relationship. If you plan to set someone's hours and tell them how to do each task, talk to your accountant about how to classify the role.

Whatever the classification, the agreement should cover:

  • Scope. The deliverables, the hours or days included, and what's out of scope.
  • Price and billing. Monthly fee, how extra hours are billed, and payment terms.
  • Authority. Whether they can direct your agency and approve spend, and up to what amount.
  • Access and ownership. Ad accounts, analytics and tools stay in your name. You add them as a user. Plans, reports and anything they create for you belong to you.
  • Confidentiality. Especially if they work with other businesses in your field.
  • Term and exit. How much notice either side gives, and what gets handed over at the end.

The access point catches a lot of businesses. If a marketer sets up your ad account in their own name and leaves, getting it back can take weeks. Keep every account in your name from day one.

Step 7: start with a trial

A long commitment before you've seen someone work is a risk for both sides. Better options:

  • A paid 30 to 90 day first phase with a defined output, like the findings memo and the written plan.
  • A month-to-month start with a review at 90 days.
  • A minimum term with a clear exit if the agreed deliverables don't show up.

At the end of the trial, ask yourself three questions. Do we have a plan we understand? Is someone other than me running the vendors? Can I read the report? Three yeses mean keep going.

Common mistakes

  • Hiring for a big title. A former executive from a large company may be great, or may be lost without a team under them. Ask what they've done with a budget your size.
  • Skipping the reference calls. Ten minutes with a past client tells you more than an hour of interview.
  • Letting the candidate write the scope alone. Their scope will fit how they like to work. Your brief keeps it tied to what you need.
  • No budget left for the work. A leader with nothing to spend can only write plans.

Where to start

If you want someone to own the plan, manage the people doing the work and report to you each month, our fractional marketing lead starts at $2,500 a month on a 3-month minimum, then month to month. If you'd rather start with a defined project, a 90-day plan from $1,500 gives you goals, channels, budget and a week-by-week plan, and a marketing audit from $500 gives you a ranked to-do list you can hand to anyone you hire.

Questions people ask

How long does it take to hire a fractional CMO?

A few weeks is typical. Most of that is writing the brief, holding two or three interviews and checking references. The contract and onboarding can be done in a week once you've chosen.

Is a fractional CMO an employee or a contractor?

Most work as independent contractors. The IRS looks at how much control you have over how the work is done. If you'll set their hours and methods, check the classification with your accountant.

What should I ask a fractional CMO's references?

Ask what changed in the first 90 days, whether reports arrived on time and made sense, how they handled a plan that wasn't working, and whether the reference would hire them again.

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