True North CFOs: Marketing Operations & Enablement

Client: True North CFOs, a fractional CFO and controller firm in Charleston, SC, serving founder-led businesses ($5M–$50M), small-cap private equity groups, and independent sponsors across the Southeast.

Role: Marketing operations and enablement partner (fractional)

The Challenge

Roy Watson, True North's founder, is a seasoned financial executive building a solo practice. He needed a marketing function that could keep his digital presence, client communications, and brand materials running smoothly while he focused on client work, without hiring a full-time team.

What I Did

Website and domain

• Moved the domain from GoDaddy to Wix, with no disruption to the live site or business email.

• Led the website migration and now manage the Wix site on an ongoing basis, including content updates, new pages, and published articles.

Email marketing and content

• Imported, cleaned, and organized his contact list for email marketing.

• Write and send email campaigns that keep True North in front of business owners, sponsors, and referral partners.

• Write blog articles that turn Roy's expertise in areas like Quality of Earnings, transaction readiness, and the CFO's role in the age of AI into content for his target audience.

Analytics and reporting

• Track and report on website analytics so the marketing work is guided by how visitors actually use the site.

Brand assets

• Design, produce, and deliver business cards and other branded materials so his brand stays consistent online and in person.

The Approach

This engagement is high-touch and personal. I work as an extension of Roy's practice: I learn how he talks about his work, anticipate what he needs, and handle the marketing details from start to finish so he doesn't have to.

Results

• A modernized, consolidated web presence on a single platform he can rely on

• An organized contact list and a steady email and blog cadence [e.g., X campaigns sent, Y% open rate, Z articles published]

• Visibility into site performance through regular analytics [e.g., traffic growth, top pages]

• A consistent, professional brand across digital and print

Services: Website Migration & Management (Wix) · Domain Transfer · Email Marketing · Content Writing · Contact List Management · Web Analytics · Brand & Print Assets