For Fractional Executives

Fractional CFO, COO, CMO or CISO? Make your work visible.

If your work is not visible, it is undervalued. Stop sending Drive links and PDFs: give every client you lead one professional portal for your strategy, reports and deliverables. Justify retainers. Land more clients.

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THE CHALLENGE

The Problem: Great Work, Invisible Value

Most professionals deliver great work, but clients often don't see the full value of what they've received.

  • Clients get a PDF email. They skim it. They don't remember it.

  • Strategy docs disappear in Drive folders. Clients forget what they paid for.

  • No narrative. No structure. Just files. You look like a contractor, not a strategic partner.

  • Retainer justification is hard. 'What did I get for my money?' they ask.

What Most CMOs Do:

  • Email: "Here's your monthly report..."
  • Drive link (clients lose it)
  • Hopes they read it
  • Gets pushback on price
HOW IT WORKS

Clients shouldn’t have to ask “is this done?”

firmä gives every engagement one place where the work, its status and the conversation live together, and Brio keeps an eye on all of it.

Sign in with Google or Microsoft and pick the folders for a client. firmä maps them to Client → Engagement → Deliverable. Nothing is copied or moved, and you don’t need an IT admin.

Choose foldersMy Drive › Clients › Horizon FinTech
01 Strategy & Launch Plan4 files
02 Creative & Landing Pages6 files
03 PR & Media7 files
Internal – pricing & notesnot shared
3 folders · 17 files · stay in your DriveMap to Q2 – Product Launch
Ask Brio:“What’s still in Drafts?”
02Plan

Every deliverable on one Board.

An owner, a due date and a status for each one. Your team and your client see the same Board.

To Do1/4
QPL-20
04 Post-Launch Retrospective Report
Nov 4Taylor Kim
In Progress1/4
QPL-16
03 PR & Media Outreach Pack
FriJordan Lee
In Review1/4
QPL-11
02 Creative & Landing Page Assets
Oct 11Sam Rivera
Approved1/4
QPL-7
01 GTM Plan & Launch Readiness Kit
Sep 29Alex Jordan
Brio:1 overdue, 8 planning gaps.
  • 01Start from the folders you already have.
  • 03Your brand in front. Your Drive behind.
  • 04Know which engagement needs you today.

Built for Control & Collaboration

Three core principles that transform how you deliver and collaborate with clients.

  • Your Drive, Your Control

    Files stay in YOUR Google Drive. We don't store them. You control who sees what and revoke access instantly. Full control, zero compromise.

  • All Stakeholders, One Platform

    No more scattered emails, Drive links, or version confusion. Everyone—team and clients—converges on a single, professional workspace. Organized, unified, white-glove experience.

  • Branded & Professional

    Your logo, your colors, your domain. Clients see YOUR premium workspace, not a generic folder. Same work, completely different perception.

THE SHIFT

The Perception Shift

See how Firma changes the perception of your work from invisible to invaluable.

Without Firma

  • Email: "Here's your strategy..."
  • Drive link (they lose it immediately)
  • Scattered attachments across email
  • No narrative, just files
  • Looks disorganized, amateur

With Firma

  • Your branded portal with your logo
  • Organized, professional workspace
  • One destination for all engagement work
  • Clear narrative and structure
  • Looks premium, intentional, professional

Same work. Completely different perception. That perception difference is what changes retainer renewals and lets you raise rates.

THE IMPACT

The Business Impact

Real benefits that compound over time as you transform how clients perceive your work.

  • Higher Retainer Renewal Rates

    Clients who see organized, professional delivery renew more often. You lose fewer clients to perceived low value, and every retainer you keep is one you don't have to replace.

  • Protection from Brand Damage

    Stop sending messy Drive links and email attachments that scream 'amateur.' A professional portal fixes the perception problem instantly. Protects the premium brand you've built.

  • 20-40 Hours Freed Per Month

    Eliminate email threads, version confusion, repetitive explanation calls. The more clients you lead, the more hours you get back each month.

FAQ

Frequently Asked Questions

Firma provides a professional, branded client portal where fractional CMOs can present their work with context and narrative. Instead of sending raw Drive links or PDF emails, clients see a structured, polished presentation of your strategy, reports, and performance data—making your work more visible and valuable.

The monthly marketing report portal is a live, interactive workspace where clients can view their campaign performance, strategic insights, and actionable recommendations. It replaces static PDFs with a dynamic experience that keeps clients engaged and aware of the value you're delivering.

Yes, but onboarding takes less than 1 minute. You send them an invite email link. They click it, set up their login instantly (no password reset emails or complexity), and they're in. Frictionless first-time access.

Firma provides an audit trail showing when clients access documents, which pages they view, and how long they spend in the portal. This gives you visibility into client engagement and helps you understand which recommendations are being reviewed.

Absolutely. Firma uses non-custodial architecture, meaning your files stay in your Google Drive and you maintain full control. You can tag sensitive frameworks as 'Never Share' and revoke access instantly. All data is encrypted in transit and at rest.

Yes. Firma is fully white-labeled, so clients see your brand, logo, and custom domain. The Firma product stays in the background, making it feel like a proprietary tool built just for your firm.

Setup takes minutes. Connect your Google Drive, select the folders you want to share, map them to client projects, and you're done. No technical skills required—the interface is intuitive and self-guided.

No. Firma is designed for non-technical users. The setup is guided, the interface is intuitive, and support is available if you need it. You don't need to manage servers, code, or infrastructure.

Email and Drive links feel transactional and impersonal—clients often miss updates or lose context. Firma creates a dedicated, branded workspace that feels premium and intentional. Clients see your work is organized, professional, and valued. Plus, you get visibility into engagement and can update content in real-time without sending new emails.

Ask Brio about a real engagement.

The tour opens a demo firm in the actual product, with Brio switched on. When you’re ready, your first client is free.

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