From Cost Center to
Revenue Engine.
Senior fractional CMO leadership, CRM infrastructure, customer acquisition, and retention systems for mid-market B2B companies ready to scale beyond word of mouth.
Four Walls You're Hitting
You've built a successful business on reputation, relationships, and being genuinely good at what you do. That got you here. But growth has a ceiling, and you've found it.
The Referral Ceiling
Word of mouth can't scale. You need a repeatable, predictable system for generating demand that doesn't depend on who knows whom.
The Leaky Bucket
You're spending energy acquiring new customers while existing ones slip away. No follow-up cadence, no check-ins, no retention system, no expansion revenue strategy.
The Expensive Rolodex
You have a CRM (or you don't). Either way, it's not driving pipeline, forecasting revenue, or telling you what to do next. It's a digital filing cabinet.
The Founder Bottleneck
All the marketing knowledge lives in your head. No infrastructure, no sequences, no content engine, no system that runs without you pushing it.
Three Productized Engagements. One Operating System.
Sized to where your business is and what you need. Every engagement is built on the same Revenue Engine framework. Every engagement is productized, with defined scope and fixed pricing. No custom proposals, no hourly billing, no scope debates.
- Senior-led assessment of all six Revenue Engine stages
- CRM and pipeline architecture audit
- Revenue and pipeline gap analysis
- Customer acquisition cost and retention risk evaluation
- Competitive positioning review
- Six-stage maturity scoring
- 90-day prioritized intervention roadmap
- Board-ready executive presentation of findings
- Everything in the Revenue Diagnostic
- Senior-led redesign of one or two Revenue Engine stages
- CRM build, configuration, and team training
- Customer acquisition strategy and execution support
- Sales-marketing alignment and pipeline governance
- Operating model documentation and rollout
- Cross-functional working sessions through implementation
- 30-day post-go-live oversight
- Embedded senior marketing leadership
- Monthly executive working sessions
- Quarterly Business Reviews (board-ready)
- Retention Council facilitation
- Full marketing function ownership
- Customer retention, loyalty, and expansion revenue strategy
- Vendor and agency management
- Ask Engine Optimization (AEO) for AI visibility
- On-call strategic counsel within one business day
What Gets Built
Not deliverables. Systems. Infrastructure that compounds over time and drives revenue when you're not watching.
CRM as a Revenue Tool
HubSpot or Salesforce setup, pipeline architecture, deal stages, automation, forecasting, and team training. Your CRM becomes the command center, not a graveyard of business cards.
Customer Acquisition Engine
Outbound sequences, inbound content, ABM programs, referral systems, and lead scoring. A repeatable system for generating demand beyond word of mouth.
Retention and Expansion
Check-in cadences, QBRs, satisfaction tracking, churn early warning, upsell triggers, and expansion revenue playbooks. Stop losing customers you've already earned.
Revenue Alignment
Sales and marketing working from the same pipeline, the same metrics, the same goals. SLA frameworks and reporting that eliminate finger-pointing.
Marketing Infrastructure
Email sequences, content calendar, lead magnets, nurture campaigns, and reporting dashboards. The foundation your growth runs on.
Ask Engine Optimization (AEO)
Proprietary methodology to ensure your business is discovered and cited by AI assistants: ChatGPT, Siri, Alexa, Google AI, and Perplexity. The future of discovery, built today.
Mid-Market B2B Companies at an Inflection Point
Ready to professionalize marketing, accelerate demand, or reposition for exit. Sized for B2B companies $20M to $500M in revenue.
B2B SaaS and Technology
Scaling from $20M to $500M ARR. Need demand generation, ABM, retention systems, and sales-marketing alignment that drives defensible pipeline.
Professional Services
Consulting, financial, legal, and healthcare firms that have grown on referrals and need a system for what happens after referrals plateau.
PE/VC Portfolio Companies
Rapid marketing transformation, go-to-market acceleration, and exit preparation. Working with investors and boards to hit aggressive growth targets.
BPO and CX Companies
Customer experience and outsourcing firms needing pipeline development, thought leadership, and differentiation in a crowded market.
Manufacturing and Industrial
Companies with strong products but no marketing infrastructure. CRM from scratch, digital presence, and acquisition systems built for B2B cycles.
Newly-In-Role Marketing Leaders
VPs and Heads of Marketing in their first 18 months who need a senior thought partner. Coaching energy with strategic substance, without threatening internal standing.
Not an Agency. Not a Consultant. A Revenue Partner.
Full-Stack CMO
Strategy, team management, vendor oversight, tech stack, and execution. Not a deck that gets handed off. An executive who builds and runs it.
Revenue Accountability
Every engagement is measured by pipeline contribution, customer acquisition cost, and retention rates. Not impressions, not clicks. Revenue.
AEO Pioneer
Creator of the GenAEO methodology. Moonshot clients are positioned for AI-powered discovery while competitors are still optimizing for yesterday's search.
Proven Results
597% MROI. 93% retention. 79% revenue growth. Sales cycles cut from 6.3 to 1.7 months. American Express, Gartner, Palo Alto Networks, Roche. These aren't projections.
Industries We Serve
The Methodology Behind the Results
The Revenue Engine
The 6D methodology and customer-centric infinity loop that transforms marketing from a cost center to a repeatable, predictable, and scalable revenue machine.
See the Revenue Engine →Self-Assessment
24 questions across the six stages of the Revenue Engine. Identify where your marketing-to-revenue conversion is leaking, with a personalized 90-day priority list.
Get the Assessment →Ask Engine Optimization
Be the answer when ChatGPT, Siri, Alexa, and Google AI are asked about your industry. Traditional search is declining 25% by 2026.
Learn About AEO →Ready to Build Something That Scales?
Book a Complimentary Revenue Diagnostic Advisory Session. Not a sales pitch. A structured 30-minute working session to name the single biggest constraint on your marketing-to-revenue conversion and decide whether Moonshot is the right partner to fix it.
Book a Complimentary Revenue Diagnostic