Growth-Scaling — Global Header (Sitemap v9)
15+ companies founded· 12 taken public· 8,000+ clients served · (949) 628-6500 · (415) 993-8151

Service — The Scaling Retainer

A representative client example of the scaling retainer (fractional cmo)

Here is the Scaling Retainer on a representative engagement, start to finish, with the numbers changed and the sequence intact.

A representative client example of the scaling retainer (fractional cmo)
Steven Lockhart, partner at Growth-Scaling
Written by
Last reviewed August 2026 · Updated August 2026
7 min read · Reviewed by both partners
from $5,000/mo
the deliverable
90 days
to first visible change
1
unexpected recommendation
Composite
not a named client
Published Growth-Scaling pricing and this topic’s row in Sitemap v9.

Composite, not a named client. The pattern is what transfers; the specifics never do.

What the deliverable is: a fractional CMO function with both partners, governed monthly against one number.

Step by step

  1. The starting position

    An owner spending steadily, unable to say which spend produced which revenue, and three months from a hiring decision.

  2. What we found

    The reporting existed but had never been read against a goal. That is the most common finding in this category.

  3. What the deliverable said

    A fractional cmo function with both partners, governed monthly against one number — and one recommendation the owner did not expect.

  4. What changed in ninety days

    One channel defunded, one systematized, and a number the owner could quote from memory.

  5. What it was measured against

    The one number the owner agreed to own, reviewed every month — agreed at the start, reported at the end, and unchanged in between.

Common mistakes

Reading a case study as a promise

It is a pattern, not a forecast. Your constraint is probably different and the arithmetic definitely is.

Copying the intervention instead of the sequence

The intervention worked because the diagnosis preceded it. Lifting the tactic alone reproduces neither.

Assuming the timeline transfers

This composite moved inside a quarter because the reporting already existed. A business starting from no attribution adds a month before anything else begins.

Frequently Asked Questions

A representative client example of the scaling retainer (fractional cmo)?

Composite, not a named client. The pattern is what transfers; the specifics never do.

How does this connect to the Growth Scaling Method, and what’s the next step with Growth-Scaling?

It sits under The Scaling Retainer in the Growth Scaling Method. The next step for an owner is the $1,500 Assessment, which reads your own numbers against everything described above.

How is this priced?

Three fixed steps at $1,500 apiece make up the $4,500 Foundation. Anything ongoing is scoped in writing by the Plan, with a $5,000 monthly floor.

Is there an account team?

No. David Mitroff and Steven Lockhart do the work themselves, which is why capacity is limited and why the diagnosis comes before any commitment.

References

  1. www.usa.gov — primary source
  2. www.bls.gov — primary source
  3. www.nfib.com — primary source

See what it says about your business

Patterns are interesting. Your own numbers are actionable.

Book the $1,500 Assessment

Growth-Scaling is a marketing and business-scaling firm. It is not a licensed practitioner in any client vertical and does not provide medical, legal, financial, or contracting services; all industry content on this site is marketing and growth guidance for owners in those fields. Figures describing past engagements refer to specific businesses under specific conditions and are not a prediction of any future result. No outcome is promised.

Written by Steven Lockhart, reviewed by David Mitroff, Ph.D. Figures and regulatory details reflect the cited public sources; requirements vary by state and situation. Growth-Scaling is a marketing and business-scaling firm, not a licensed practitioner in any client vertical.

Vital Voice Online

Schedule a Consultation

Fill out the form below and we'll get back to you within 24 hours.

Request Sent!

We've received your request and will be in touch within 24 hours.

Something went wrong