B2B Fractional CMO Services and Marketing Leadership

Working with Kari has been a blessing. She's super knowledgeable, a firmly capable leader, and an absolute pleasure to work with. My team and I have been learning a lot and are well on our way to professionalizing our marketing and outbound reach. Though our work with Kari and her team continues, we are happy to give well-earned credit where due.

Kari was an absolute pleasure to work with, and her extensive knowledge helped us find and fill numerous gaps in our marketing strategy, with impressive results. The campaigns Kari led beat our industry's benchmark by 25% or more. Due to her leadership and the team she hired, we were able to achieve a 421% ROI on our paid digital ads, increase our revenue by over $200K, and expand into 18 additional countries with this. I would recommend Kari for her skills in growth marketing, her incredible attention to detail and analytical abilities, and importantly, the quality of her contacts, who have helped us build on her recommendations with further success.

Kari SEO optimized our website to ensure potential customers found us organically. She also updated our website content to ensure our Google rankings were top 3 for most keywords—and helped us with successful Google and Facebook ad campaigns. We highly recommend her services to any firm looking for more online visibility. She contributed to our growth and expansion to a new facility due to increased demand for our services.

With little ramp-up, Kari was able to make significant contributions as we developed our go-to-market plan. She operated with ambiguity and partnered successfully with cross-functional teams.

Kari was able to hop in quickly and help us get an important marketing project over the finish line.

Kari is a highly effective marketing leader that knows how to manage complex projects.

Kari was instrumental in helping us develop a greater marketing plan and process which helped us drive better results for our clients.

On all projects, she is a valuable contributor who is articulated, strategic, and thoughtful. She excels at project management, with good follow-up and consistent communication. Her efficiency was inspiring and her ability to manage multiple projects and personalities was commendable.

Kari brings a welcome and disciplined stakeholder mindset to all of her projects, Consistently seeking wins for customers, fellow employees, and shareholders.

Kari had the next-to-impossible task of implementing a brand change in all client collateral within an exceedingly short time frame. She brought a keen sense of focus, extraordinary attention to detail, and tremendous project management skills. She demonstrated grace under pressure and a sense of humor—making her a highly-valued business partner!

Kari is hard-working, dedicated, and organized. She really helped Dabble get a marketing kick start and we will be benefiting from the direction she set for a long while.

Kari is extremely knowledgeable, proactive and gets marketing done! We were in a sticky spot when we hired her, she helped us get organized and move forward. Kari is a high level professional, she will get your team on track and your marketing in line. She's no nonsense, very passionate and does the job extremely well. It was a pleasure working with her and I highly recommend her.

Kari was a great fractional CMO partner for Cooling Tower Resources. She helped bring clarity and direction to our marketing by working with us to develop a focused strategy and go-to-market plan aligned with our growth goals. She took the time to understand our business, customers, and industry, and turned that insight into practical messaging and positioning we could use right away. During her engagement, Kari and her team supported several important initiatives, including email nurture campaigns, social content, conference outreach planning, and the launch of an updated website. They also helped refresh key sales collateral, giving our team stronger tools to communicate our capabilities consistently. Kari was collaborative, dependable, and easy to work with, and she kept projects moving forward. The work completed during her time with us provided a solid marketing foundation we can continue to build on.

EQIS Capital Management was at an inflection point when we brought Kari Franz in as our Head of Marketing and fractional CMO, reporting directly to me as CEO. She created a marketing strategy and go-to-market plan that helped drive our turnaround from an unprofitable firm with a weak market presence to a scalable, growth-focused business operating in the black. Partnering with our Head of Sales, Kari led a full rebrand and positioning initiative that finally clarified why advisors should choose EQIS Capital Management over other TAMPs. She then amplified this with omnichannel growth marketing, thought leadership content, and launch campaigns that supported our growth from $1B to $4B in AUM. Her collaborative leadership style was integral to our success.