Portal Launch Checklist for Fractional CMOs
Fractional CMOs live across emails, slides, and dashboards. This checklist keeps every stakeholder aligned inside one branded space so your retainer feels indispensable.
Align the stakeholder map
Create dedicated portal views for the CEO, the marketing org, and any partner agencies. Each view shows only the metrics and decisions relevant to that audience.
Tag every deliverable with the decision owner so approvals never stall. When someone logs in they immediately see “Waiting on you” cards.
Map the decision cadence
Drop your monthly, weekly, and daily rituals into the portal calendar with links to agenda docs. Stakeholders know when the next brand review or campaign retro happens without a calendar invite hunt.
Automations ping the right people 24 hours before major reviews and include the assets they need to study.
Productize reporting
Embed KPI boards and narrative recaps right next to the work-in-progress section. Your insights stop living in decks that get lost instantly.
Archive every recap so new executives can scroll the portal timeline and understand the full engagement history.
Takeaway
When your playbook is visible, clients stop asking for an extra meeting—they just log in to see the plan.