Growth shouldn’t feel this hard. I help small- to medium-sized businesses achieve their growth goals without the chaos.
Growth shouldn’t feel this hard. I help small- to medium-sized businesses achieve their growth goals without the chaos.
Hi, I’m Katie.
Founders and leadership teams often reach a point where growth has momentum, but everything feels harder than it should. Priorities blur, systems strain, and execution starts to outpace alignment.
My role is to help calm the chaos, clarify what actually matters, and build systems that support sustainable progress.
As a fractional CMO and strategic advisor, I partner with small- to medium-sized businesses to translate business goals into a clear strategy across marketing, sales, and revenue operations. The focus isn’t more activity—it’s better decisions, repeatable systems, and confident execution.
The best results come from the intersection between data and instinct. Insight matters. Experience matters. Ignoring either usually creates friction somewhere else in the system.
I take on a small number of clients at a time and prioritize alignment over volume. If you’re navigating growth and want clarity more than chaos, we’re likely a good fit.
For companies that need ongoing senior marketing leadership without a full-time hire. I embed with your team, own the marketing strategy, and drive execution to bring clarity, alignment, and momentum to the work that actually moves the business.
Ideal for firms at an inflection point who need a strategic partner, not another vendor. Engagements are retainer-based with regular strategy sessions and asynchronous support between them.
For founders and executives who have a marketing team in place but want a senior thought partner for decision support, tradeoffs, and strategic clarity.
Lighter-touch and high-leverage.
Bi-weekly or monthly conversations that sharpen your thinking without adding overhead.
For companies that need focused momentum on a specific problem:
Time-bound engagements with clear outcomes, designed to give you the clarity and direction to move forward with confidence.
Missy Pursley, Co-Founder
I work with founders and leadership teams who have real momentum, but have hit the point where growth is no longer straightforward.
My deepest experience is in financial services, but the problems I solve show up across industries.
Where I work most often:
The common thread isn’t the industry—it’s the situation.
You have a strong business, a real market, and clear growth goals—but results aren’t as consistent or predictable as they should be. What’s working isn’t fully connected, and what got you here isn’t going to get you there.
Marketing and sales are both active—but not aligned. There’s effort, but no system behind it. At some point, that becomes the constraint. That’s where I come in.
I identify what’s actually driving growth (and what’s getting in the way), set clear priorities, and build systems that connect marketing, sales, and revenue—so the business can scale with more clarity, control, and consistency.
Independent financial planning firm
Built the marketing foundation from the ground up — clarifying the firm's message, aligning strategy across marketing and operations, and creating the systems needed for sustainable growth. Sales tripled over the course of the engagement.
Fintech company, retirement planning software
Owned the full revenue function — marketing, sales, and customer success — through multiple product launches and a period of significant company growth. Built demand generation programs, go-to-market strategy, and sales processes from strategy through execution.
Boutique financial services firm, RIA-focused
Brought in as Fractional CMO to establish the marketing function, build brand positioning, and develop the demand generation programs needed to grow an advisor client base in a competitive market.
Health and wellness brand
Partnered with founder leadership to sharpen marketing strategy, clarify brand positioning, and build the systems needed to scale an established audience into a larger, more loyal customer base.
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