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Marketing leadership before you commit to a full-time hire

Fractional CMO for DSO Groups

Get executive marketing leadership now, and real data before you commit to a permanent CMO.

Growing DSOs eventually face the same decision: marketing has outgrown what corporate can manage internally, but a full-time CMO is a six-figure, long-term commitment that's hard to reverse if the fit isn't right. A fractional engagement lets you get real strategic leadership now, see exactly what senior marketing oversight actually looks like inside your organization, and make a fully-informed decision about a permanent hire, without the risk of a mis-hire or a lengthy executive search stalling your growth in the meantime.

Illustration representing DSO leadership evaluating marketing leadership options

Who This Is For

This engagement is built for DSO leadership evaluating their marketing leadership options. It's a fit if:

  • You're considering a full-time CMO hire, but want to see real results and understand exactly what the role should look like before committing to a search and a salary
  • You're integrating newly acquired practices and need experienced marketing leadership now, not after a months-long executive search
  • Your corporate marketing team is stretched thin managing system-wide initiatives, with no one senior enough to bridge portfolio-level strategy and location-level execution

How It Works

Working with a DSO requires understanding both sides: corporate systems and the individual practices those systems serve.

Fractional CMO for DSO Groups ProcessFour-phase Fractional CMO for DSO Groups process: Portfolio Review, Leadership, Execution, Evaluation.Portfolio ReviewIntegration & standardsLeadershipPriorities & reportingExecutionPortfolio accountabilityEvaluationTransition planning

Phase 1: Portfolio & Acquisition Review

I review your current marketing structure across the portfolio: how newly acquired practices are integrated, how brand standards are (or aren't) enforced, and where corporate initiatives and location-level execution are disconnected.

Phase 2: Strategic Leadership & Reporting Structure

I step into the marketing leadership seat, setting priorities, establishing clear decision-making authority, and building the reporting rhythm your leadership team actually needs to evaluate what's working.

Phase 3: Execution & Accountability Across the Portfolio

I direct existing marketing staff, agencies, and vendors across your locations, holding all of them accountable to outcomes, while documenting exactly what a senior marketing leader's day-to-day responsibilities look like inside your organization.

Phase 4: Evaluation & Transition Planning

At a defined point, we evaluate together: continue the fractional engagement, expand its scope, or use everything learned to inform a full-time CMO search, with a much clearer picture of what that role actually requires.

What's Included

Magnifying glass reviewing a portfolio of locations icon
Full review of marketing integration across acquired and existing locations
Leadership seat connected to a reporting structure icon
Strategic leadership and 90-day priority setting at the portfolio level
Rising bar chart connecting spend to patient acquisition icon
Clear reporting structure connecting marketing spend to patient acquisition and revenue
Shield with checkmark representing vendor accountability icon
Direction and accountability for existing marketing staff, agencies, and vendors
Clipboard documenting the full-time CMO role icon
Documented insight into what a full-time CMO role should actually look like inside your organization
Branching decision paths representing a defined evaluation point icon
A defined evaluation point to decide on continuation, expansion, or a permanent hire

Investment

Fractional CMO engagements for DSO groups are priced as a custom monthly retainer, scoped based on portfolio size, the number of locations involved, and the complexity of your current marketing structure. Pricing is discussed as part of the discovery process, once the scope of your specific situation is clear.

Frequently Asked Questions

Why would a DSO consider a fractional CMO instead of just hiring full-time?

A full-time CMO search often takes 3-6 months and carries real risk if the hire isn't the right fit. A fractional engagement gets experienced leadership in place immediately, and gives your organization a genuine, low-risk way to see what the role actually requires before committing to a permanent salary and search.

Can this lead to a full-time hire recommendation?

Yes. Many DSOs use a fractional engagement specifically to clarify what they need in a full-time CMO, sometimes concluding a fractional relationship continues to serve them well, and sometimes using the experience to write a much sharper job description and hire with more confidence.

How is this different from your Fractional CMO Leadership service for individual practice groups?

The core leadership function is similar, but DSO engagements typically involve navigating corporate systems, acquisition integration, and a more complex reporting structure between corporate leadership and individual locations. This service is scoped specifically for that added layer of complexity.

Do you work with DSOs of any size?

This works best for DSOs with enough scale that marketing decisions have outgrown reactive management, typically groups actively acquiring locations or managing a multi-location portfolio where corporate and location-level marketing aren't yet well connected.

What happens to our existing marketing team or agencies?

They stay in place. This engagement typically adds senior strategic direction above existing staff and vendors, rather than replacing them, similar to how a full-time CMO would operate.

What does a typical engagement timeline look like?

Most engagements start with an initial commitment period to establish the working rhythm and complete the portfolio review, followed by ongoing month-to-month leadership. The evaluation point toward a full-time hire (if that's the direction) typically comes after there's enough data to make a confident decision, often 4-6 months in.

What data or access do you need to get started?

Access to your current marketing accounts and reporting across the portfolio: analytics, ad platforms, CRM or lead management systems, and any existing agency or vendor relationships. I also need visibility into how corporate marketing initiatives currently reach (or fail to reach) individual locations.

How does a transition to a full-time CMO actually work if we go that route?

If the engagement leads toward a full-time hire, you walk away with a clear, tested picture of what the role actually requires: priorities, reporting structure, and the specific responsibilities that matter most in your organization. That makes writing the job description and evaluating candidates significantly more precise than starting from scratch.

Do you work with DSOs backed by private equity or investors?

Yes. PE-backed DSOs often have additional reporting expectations and growth timelines that make interim, senior-level marketing leadership especially valuable, providing experienced oversight during a critical growth phase without the delay of a full executive search.

Do you replace our internal marketing hires, or work alongside them?

Alongside them. If your DSO has internal marketing staff, this engagement adds senior strategic oversight above their day-to-day work, giving them clearer direction and priorities rather than replacing the roles they already fill. In many cases, internal teams actually gain more clarity and confidence once there's a defined leader setting priorities and holding vendors accountable, rather than juggling competing requests from multiple stakeholders without a clear chain of decision-making.

What if we decide fractional leadership isn't the right fit after a few months?

That's a legitimate outcome, and part of why this model exists. A fractional engagement is far easier to adjust or end than an executive hire, giving your organization the flexibility to change course without the cost or complexity of an executive severance and re-hire process. If it turns out your organization needs a different structure entirely, whether that's a full-time hire, a different scope of engagement, or bringing marketing fully in-house, you'll have real operational data to make that decision with, rather than guessing.

Ready to Talk?

A 30-minute discovery call is the easiest way to find out if fractional CMO leadership is the right next step for your DSO, whether as an ongoing solution or a clear-eyed path toward your next full-time hire.

No pressure, no pitch deck. Just a straightforward conversation about where your organization is today.