Preferred Partners

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

Disclosure: We may earn a commission from partner links on this page, at no extra cost to you. These partnerships help keep our resources free and valuable.

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 AI meeting assistant that joins your calls to record, transcribe, and summarize conversations. It helps you capture insights, track decisions, and collaborate better with searchable transcripts and shared notes.

A meeting assistant that records, transcribes, and highlights key moments from your Zoom calls. It automatically generates summaries and action items to help you stay focused and follow up with ease.

The only AI meeting assistant with bot-free notes, real-time noise cancellation, and accent conversion that protects privacy and keeps calls smooth.

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.

MeetGeek logo

AI meeting assistant that records, transcribes, and summarizes calls automatically. Perfect for capturing client calls, team syncs, and sales meetings without missing a detail.

Otter.ai logo

Never miss a detail from a client call again. Fireflies.ai records, transcribes, and summarizes meetings automatically perfect for capturing insights, aligning teams, and speeding up follow-ups.

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