Preferred Partners

Recommended tools and trusted platforms to help you launch, run, and grow your business with confidence.

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SurveySparrow logo

An intuitive, AI-enhanced platform that helps businesses, agencies, and solopreneurs create engaging surveys, collect actionable feedback, and improve customer experiences effortlessly.

An all-in-one freelancing platform that brings proposals, contracts, invoices, time tracking, tasks, and a branded client portal together so you manage everything from onboarding to billing seamlessly.

An online form builder that lets you create customizable forms, surveys, and workflows. It offers drag-and-drop simplicity, integrations, and automation to collect and manage data with ease.

Zoho Books logo

Smart, easy-to-use accounting software built for small businesses track expenses, send invoices, and stay tax-compliant without the overwhelm.

QuickBooks logo

All-in-one accounting software to manage invoices, expenses, and cash flow perfect for consultants and small teams who want to stay tax-ready and in control.

Typeform logo

Turn boring forms into engaging conversations. Typeform is perfect for client onboarding, surveys, and lead capture.

SuiteDash logo

All-in-one client portal software. SuiteDash lets you manage projects, invoices, messaging, file sharing, and client logins in one branded, professional space

Dubsado logo

Client and business management made easy. Dubsado helps you streamline proposals, contracts, invoicing, and scheduling so you look professional and stay organized from first inquiry to final payment.

Fiverr logo

Scale your creative and marketing tasks without growing your headcount. Fiverr gives you instant access to vetted freelancers for design, copy, video, tech, and more on-demand and on budget.

Hey CMO Fractional Leaders Roundtable monthly peer conversation for fractional executives
HC Webinars

Join the Hey CMO Fractional Leaders Roundtable

For experienced Fractional leaders looking to network, exchange ideas, and learn from peers.

Wednesday, June 24, 2026

8 AM PST

Live On Zoom

50 Minutes

Free to Attend