Sample Work
This is what replaces hoping the phone rings.
Every deliverable below is designed to solve a specific business development problem: positioning that differentiates you, content that builds trust with buyers, and outreach that fills your pipeline without you doing the work.
How the work unfolds
Acquisition Roadmap
See where you stand
Activation Phase
Delivered in 10–15 days
Ongoing Acquisition
Ongoing monthly
Every engagement starts with the Activation Phase. Then we sustain it with Ongoing Acquisition.
Fractional Impact Profile
Buyer-legibility asset — full LinkedIn rewrite
We restructure your entire LinkedIn presence — headline, summary, experience, and featured section — so your profile communicates a clear market position to PE sponsors, portfolio company boards, and referral partners, not a generic corporate résumé.
What you get
- Rewritten headline and summary
- Repositioned experience section
- Featured-section recommendations
- Sharper value language calibrated to how PE sponsors and portfolio companies evaluate fractional CFOs
Sample before / after headline
Final positioning is customized to your niche, buyer, and offer.
Branded Case Study
Proof asset — with quantified ROI metrics
A structured case study that quantifies the financial and operational outcomes you've delivered — formatted for LinkedIn, your website, and proposal decks. Built to answer the question every buyer asks: 'What will this CFO actually do for us?'
What you get
- A structured case-study narrative
- Quantified financial or operational outcomes
- Proof asset for board presentations, sponsor conversations, and sales cycles
- Reusable across proposals, pitch decks, and outreach sequences
Standard structure
Situation → Challenge → Your Approach → Quantified Results → Client Quote Built to help buyers understand your value through outcomes, not generic capability claims.
Evergreen Topic Bank
Content foundation — 30+ strategic content ideas
A curated bank of 30+ content topics mapped to the specific financial and operational pain points your ideal clients face — cash flow visibility, board reporting, post-acquisition integration, FP&A buildout. Each topic includes a hook, angle, and key talking points.
What you get
- Topics mapped to PE sponsor and portfolio company pain points
- Hooks and angles grounded in real operational scenarios
- Talking points that demonstrate financial acumen, not generic thought leadership
- A content foundation that accelerates Ongoing Acquisition
Sample topics for a PE-focused CFO
• The 3 financial red flags PE firms see in the first 48 hours of diligence • Why your monthly close is taking too long — and what it's costing you • The CFO's role in the first 100 days post-acquisition
Professional Brand Assets
Visual credibility layer — cohesive brand identity
A cohesive visual system that signals the same level of professionalism your clients expect in a board deck or investor presentation — applied across your LinkedIn presence and marketing assets.
What you get
- Custom LinkedIn banner
- Branded post templates
- Headshot composition guidelines
- Color and typography guide
Sample deliverable — client name removed for privacy. Final assets are customized to your niche and practice.
What You Receive by Day 15
Everything is yours to keep — even if you don't continue to Ongoing Acquisition.
Every week without this system is another week of hoping the phone rings.
Your Acquisition Roadmap takes 10 minutes and shows you exactly where your positioning and pipeline are leaving revenue on the table. Your next retainer client starts here.
Before & After
What the work actually looks like.
Anonymized examples from real client engagements. These are the deliverables — not descriptions of deliverables.
LinkedIn About Section — Before & After
Fractional CFO specializing in PE-backed industrial services · Anonymized
Before
"Experienced finance executive with 20+ years of progressive leadership in financial planning & analysis, corporate development, and strategic advisory. Proven track record of driving growth and operational excellence across multiple industries. Focused on driving financial performance across multiple industries. CPA, MBA, former Big 4. Open to fractional and interim CFO opportunities."
After
"PE-backed industrial services companies call me when the numbers don't tell the story the board needs to hear."
"In the last 3 years, I've helped 6 portfolio companies build the financial infrastructure that turns operator intuition into board-ready reporting — monthly closes from 21 days to 5, FP&A functions built from scratch, and lender packages that got $40M+ in refinancing done in half the expected timeline."
"If your PortCo CFO seat is open or your current finance function isn't giving the operating team what it needs, that's the problem I solve. 90-day engagement minimum. Results start in the first 30."
LinkedIn Post — With Engagement Results
Written for a fractional CFO targeting SaaS founders · Week 3 of content engine
The CEO said: "We're growing 40% YoY. We don't need a CFO yet."
Six months later, they burned through $2.1M in runway they didn't know was at risk.
Here's what I see every time a SaaS company waits too long to bring in finance leadership:
→ Revenue recognition is a mess
→ Burn rate is tracked in a spreadsheet that's 3 months stale
→ The board deck is built the night before the meeting
→ Nobody can answer "what's our CAC payback period?"
Growth doesn't fix financial infrastructure. It exposes the gaps in it.
If you're scaling past $5M ARR without a finance function, you're not saving money. You're borrowing time.
Engagement (7 days post-publish)
4,280
Impressions
127
Reactions
34
Comments
12
Reposts
8
Profile views → connection requests
Metrics from an actual client post. Engagement compounds — Month 3 posts typically outperform Month 1 by 2–3x as the audience builds.
Branded Case Study — Sample Deliverable
PE-backed healthcare services PortCo · Fractional CFO engagement · Anonymized
Situation
$45M revenue healthcare services company, 18 months post-acquisition. PE sponsor frustrated with lack of financial visibility. Monthly close taking 25+ days. No rolling forecast. Board reporting was backward-looking and incomplete.
Challenge
The operating team was strong, but the finance function was built for a $15M company. The sponsor needed board-ready reporting, a 13-week cash flow model, and a CFO who could translate operational performance into the language investors use.
Approach
Rebuilt the monthly close process (25 days → 7). Implemented a 13-week rolling cash flow forecast. Created a board reporting package that connected operational KPIs to financial outcomes. Trained the existing accounting team to maintain the new cadence.
Results
25 → 7 days
Monthly close
$2.3M
Working capital freed
13-week
Rolling forecast built
90 days
To full implementation
Sponsor Quote
"Within 60 days we had the financial visibility we'd been asking for since close. The board reporting alone changed how we manage the asset."
— Operating Partner, PE Sponsor (name withheld)
This is the format and depth of case study we build for every ClearPoint client during the Activation Phase. Your case study will reflect your specific engagements, outcomes, and buyer audience.
Your Role
What you provide. What we do.
Your time investment is minimal. Our execution covers the full scope.
Your input
- •Structured intake during the Activation Phase
- •A short voice memo to guide positioning
- •Weekly 5-minute voice memo during ongoing work
- •Quick approvals when needed
Activation Phase: ~45 min total. Ongoing: ~20 min/week.
What we do
- Outbound prospecting (100–150 connections/mo)
- DM sequences and reply management
- Warm lead routing and handoff
- Content creation (12 posts/mo)
- Positioning strategy and profile rewrite
- Visual identity and case studies
- Pipeline reporting and refinement
Deliverables
Real deliverables. Not vague promises.
Every artifact below represents the kind of work we deliver. Client identifiers removed.
Outreach Campaign Report
Monthly report showing connections sent, acceptance rates, reply rates, warm leads surfaced, and campaign refinements.
Core deliverable — Ongoing Acquisition
DM Sequence Templates
Multi-step outreach sequences personalized to your niche, ICP, and positioning — tested and refined monthly.
Connection → Bridge → Value → Soft CTA
LinkedIn Profile Rewrite
Headline, summary, experience, featured section — rewritten to speak directly to your ideal buyer.
Delivered in Activation Phase (Month 1)
Branded Case Study
Quantified outcomes, structured narrative — formatted for proposals, LinkedIn, and pitch decks.
Situation → Challenge → Approach → Results
Monthly Content (12 Posts)
Written in your voice, calibrated to support outreach conversion — not generic thought leadership.
Ongoing in Ongoing Acquisition
Pipeline Performance Dashboard
Monthly reporting on outreach metrics, engagement, pipeline signals, and conversion — with refinement recommendations.
Data-driven optimization each cycle
Final outputs are customized to your practice, niche, and ideal buyer. Samples shown are representative of actual deliverables with client details removed. Your deliverables will reflect your specific niche, buyer profile, and market position.
You've seen what we build. Now see what it would fix in your practice.
Your Acquisition Roadmap takes 10 minutes and shows you exactly where your positioning and pipeline are leaving revenue on the table. Your next retainer client starts here.
Activation begins inside 7 days. 60-day initial commitment, then 30 days' notice to cancel.
Or book a 15-min strategy call