Everything a fractional practice runs, in one place, in your brand.
CRM, strategy calls, client work, scorecards, proposals, invoices and books, with nothing sent or decided without you. Built by a fractional COO to run his own practice; live on real clients since October 2026.
10:00 AM · Weekly check-in
Alder Fasteners
01
The problem
Your clients can't see the work
So every month you re-prove your value by email.
Five tools, five logins
CRM, proposals, portal, dashboards, books, none of them talking.
The strategy call lives in your head
And the engagement plan gets retyped three times.
Your name isn't on any of it
The portal, the proposal and the dashboard all carry someone else's logo.
Execs NOW HQ was built to fix exactly this, by someone who had the problem.
02
How a practice runs on it
Six stops, from the first call to the books.
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Stop 1 of 6
Win the engagement
Run the strategy call from your own questions. The map is drafted as you go and leaves the call as a PDF on your letterhead.
The mirrorA schedule built on real capacity
4 fixes on the map, each with an owner
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Stop 2 of 6
Run the work
Goals, projects and tasks your client sees in their portal, with progress digests that read as value delivered, not a changelog.
WeeklyWeekly update from Summit Operations Partners
Waits for approval until 11/13/2026
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Stop 3 of 6
Prove it
A scorecard fed from the client's own systems, and a value report that shows where they started and where they are.
BehindOn-time delivery 93.7%
This week
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Stop 4 of 6
Get paid
Proposal, signature, invoice and payment in one line, through your own processor.
Pay linkSOP-0199 · $2,750.00
Due November 24, 2026
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Stop 5 of 6
Keep the books
Books, bank feeds and a 13-week cash forecast for the practice, and a separate personal side for your household.
Lowest in 90 days
$40,552.71
Under your floor the week of Dec 7
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Stop 6 of 6
Grow
Contacts and two pipelines with rules that offer the next follow-up, referral partners kept warm, and introductions you can make.
Stage ruleStart the Proposal Given follow-up?
Gil Navarro · next email in 7 days
03
What your client sees
Your brand everywhere. Ours nowhere.
- Our work, with baseline, current and target on every goal.
- Their own tasks, which they create, assign and comment on.
- The scorecard and the value report.
- Sign-in by link, so there are no passwords.
- Your name, colors and letterhead on the portal, the mail and every PDF.
Ship on time, every time
71% now, target 95%
Contrast 9.48 : 1
Primary #1F4E3D · accent #B98A2E
04
The strategy call
Your method. Claude drafts. You decide.
- Your sections and your questions, with a pre-call form for the prospect.
- Claude drafts Strategy Map rows as you type: bottleneck, root cause, fix, owner, 30/60/90.
- Accept, edit or discard each one.
- The map as a PDF on your letterhead, the same day, and as a Word download.
- When they sign, the map becomes their goals, projects and tasks.
Keep the trainers you train
60 days · accept, edit or discard
05
Scorecards from the client's own systems
Goals are what you'll do. KPIs are what already happened.
- KPIs entered by hand or read from a Google Sheet, Track, HubSpot, Besty, Google reviews or the app itself.
- Each KPI's own cadence and windows, with live targets.
- Bonus plans, visible by level, so each person sees their own.
- A meeting view for the screen on the wall.
Overtime hours: 50 this week
Target 40 or under
Earned so far
$300 of $600
22 days left in the month
06
Proposal to signed to won
Sign, and the pipeline does the rest.
- Templates with your own fields, on your letterhead.
- A signing page that works on a phone, then your countersignature.
- The pipeline moves to Closed won by itself.
- The welcome letter waits in your queue for your yes.
Grant Whitaker · $4,500 a month
Starts 11/23/2026
Typed signature
Grant Whitaker
ESIGN Act and UETA consent · SHA-256 a53a7222…
07
What it replaces
| Job | Tools like | In Execs NOW HQ |
|---|---|---|
| CRM and pipelines | HubSpot, Pipedrive | Contacts, two pipelines with rules and follow-ups |
| Proposals and e-signature | PandaDoc, DocuSign | Documents on your letterhead, with signing |
| Client portal | Assembly, SuiteDash | A portal in your brand, included |
| Projects and tasks | Asana, ClickUp, Notion | Goals, projects, tasks and digests |
| KPI dashboards | Looker Studio, spreadsheets | Scorecards with feeds |
| Bookkeeping and cash forecast | QuickBooks, for a small practice | Books, reconciliation, month close, CPA worksheet, 13-week forecast |
| Invoicing and payments | FreshBooks, Stripe invoicing | Invoices, pay links and autopay through your own processor |
| Email approval and campaigns | Mailchimp, for light use | Sending queue, templates, unsubscribe by kind of mail |
Trademarks belong to their owners; these are examples, not endorsements.
Does it do…? Yes.
- Contacts with merge
- Vendors and 1099s
- PIN-locked notes
- Internal vs. shared comments
- Waiting on others
- A meeting queue from your notetaker
- Introductions with blurbs
- Search by specialty
- Calendar
- Notices and push notifications
- Teams with five permission levels
- CSV import
- An e-signature audit trail
- Microsoft 365, coming
Martin Hale · reply, filed
Can we roll it to second shift next week?
All 17 waiting for approval
AI-drafted “Checking in” to Hannah Price
Micro practice
$200 a month
The practice owner plus one assistant.
- Unlimited clients and client users
- Every core module
- Gmail or Microsoft 365
- Your own Claude key
- Your own payment processor, no platform percentage
- Five bank connections
Team
$299 a month
Everything in Micro practice, plus associates.
- Associates
- Five practice seats included
- Shared clients and referral fees, when they ship
Discipline modules
$50 a month each
Capped at $150 a month for all of them.
- Starter templates, analytical tools and SOPs for your discipline
- Each priced when it ships
Bank connections beyond five are $0.50 a month each. Client seats are never charged. AI runs on your own key and shows its price before each click.
09
Coming next, by kind of fractional
| For | What | Status |
|---|---|---|
| Every practice | Discipline modules: starter templates, analytical tools and SOPs for each discipline, with a learning AI tool that drafts them from your own work | Specced |
| Fractional CFOs | Balance sheet and client financial statements feeding the scorecard; QuickBooks and Xero for accounting; bank connections for client companies | Specced |
| Fractional CMOs | The HubSpot feed, which already reads deals and contacts | Built |
| Marketing and engagement KPIs | Specced | |
| Fractional COOs | Operations scorecards from Track and Besty today, more feeds as clients bring them | Built |
| Fractional CHROs | A simple HRIS: people, roles, documents, reviews | Idea |
| Practices that refer each other | Shared clients with one portal, and referral fees tracked | Specced |
| Everyone | Microsoft 365 sign-in, mail, calendar and OneDrive, switching on soon | Built |
| Introduction suggestions from specialties | Specced | |
| E-signature with several signers, and an invoice from a signed proposal | Specced | |
| Notion and ClickUp import | Specced |
Which would make you switch? Tell us on the demo form.
Questions people ask
Who can see my data?
Your practice is sealed: no other practice can see into it, and neither can we as the platform owner. Your team sees what their permission level allows, and each client sees only their own company. The database is backed up every night, and clients sign in with a link sent to their email, so there are no client passwords to leak.
What does the AI do on its own?
Nothing. Claude drafts: map rows, summaries, follow-ups, meeting proposals. You accept, edit or discard each one. It runs on your own Anthropic key, and the price of each AI action is shown before you click.
Do you support Outlook?
Gmail and Google Workspace today. Microsoft 365 sign-in, mail, calendar and OneDrive are built and switching on soon.
Why does Google warn me when I connect?
Google's verification of the app is in progress. Until it's done, Google shows a warning screen when you connect; click through it once and the connection works normally.
How do payments work?
Invoices carry a pay link from your own merchant account. The money goes straight to you and never passes through us, and there is no platform percentage.
Can I bring my contacts?
Yes. Import a CSV and map its columns to fields. Notion and ClickUp import templates are next. HubSpot connects today as a scorecard feed.
Does it work on a phone?
The whole app works at phone width in the browser, signing included. There's nothing to install.
What's included in a seat?
Seats are for your own team. Clients and their people are unlimited and never charged.
What if I leave?
Documents, reports and books download as PDF, Word and spreadsheets whenever you like. A full export of everything is on the list.
Is there a trial?
No. Request demo access and you get a private copy of the demo practice for 30 days, with fictional clients, to try everything.
10
Request demo access
Ask for a private copy of the demo practice for 30 days, with fictional clients and every module switched on, or for a call. You'll hear back within one business day.
Rather email? Write to info@execsnowhq.com.