Fractional Tech Partner

Stop running the tech seat out of your producer chair.

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Fractional Tech Partner

What's included:

Tech and automation plan built around your agency goals, then executed end-to-end
Biweekly 30-minute strategy calls to stay ahead of the roadmap
Async Slack and email support with a 3-hour response during business days
Automation and Integrations build
CRM and AMS health monitoring and ongoing data cleanup
Tool evaluation, pilot, and deployment with ROI tracking
Vendor reviews and contract negotiation support
Role-specific team training (CSRs, producers, AMs, leadership)
Quarterly business reviews with ROI reporting
Priority access for urgent tech issues

Description

You don't need another vendor. You need someone who owns the tech seat.

Most growing agencies hit the same wall. The stack is sprawling, nobody on the team owns it, and the person closest to it is the producer who got pulled in because they "know computers." You've hired freelancers, you've tried Zapier consultants, you've had software vendors promise the moon. What you actually need is a tech leader. Someone who owns the roadmap, watches the dashboards, evaluates new tools before the sales reps corner your staff, and ships builds every month.

You need a team member.

That's the Fractional Tech Partner role. One monthly retainer, 15 hours of build and strategy, a 12-month roadmap you can show to your team and your board. You get a tech seat filled without carrying a $180K salary plus benefits, and you get someone who actually runs an agency of their own, so the recommendations survive contact with the real world.

Six-month minimum because the first month is diagnostic. By month two, we're shipping automations. By month six, your CRM is clean, your team is trained, your vendor stack has been cut or renegotiated, and your roadmap is written twelve months out. After month six, it's month-to-month, because the work should keep earning its retainer, or you should stop paying for it.

Schedule Discovery Call Request Info

Overview

CTO: CJ Hutsenpiller

Retainer $3,500 / month

Hours 15 hrs / month included

Term 6 Month Minimum

Tag

Zapier Make AgencyZoom Agency Management System Lead Routing

Strategy & Support

Full tech audit and 12-month roadmap in month one
Biweekly 30-minute strategy calls
Async Slack / email support (3-hour response)
Quarterly business reviews with ROI reporting
Priority access for urgent issues
AI tool evaluation, deployment, and tracking
Vendor review and contract negotiation
Cybersecurity and data-privacy oversight

Builds & Optimization

Automation and integration build using monthly hours
Renewal, onboarding, and cross-sell workflow deployment
Data cleanup and CRM health monitoring
End-to-end new tool rollouts
System-to-system integrations across your stack
AI chatbot and voice-AI deployment
Continuous optimization based on usage data
Website funtionality builds: self service portals, lead capture, etc

Team Tech Training

Live 60 to 90 minute sessions, virtual or on-site
Customized to your agency's actual tools and workflows
Recorded for future hires, organized by role
Role-specific tracks for CSRs, producers, AMs, leadership
AI tool training on prompting and safe use
CRM and AMS best-practice walkthroughs
Cheat sheets and ongoing adoption check-ins

Why a 6-month minimum?

Month one is diagnostic and roadmap. Months two through four are shipping builds. Months five and six are adoption and measurement. Anything shorter and you're paying for the audit without collecting on the builds it unlocks.

What happens if we don't use all 15 hours in a month?

Hours don't bank indefinitely, but they flex within the quarter so a light month can be rebalanced when something urgent hits. Everything is tracked and reported so you always know where the time went.

Can you work inside our existing stack, or will you push new tools?

We start inside what you already pay for. New tools only get recommended when there's a measurable gap and a clear ROI. Vendor negotiation is part of the role, not an upsell.

Do we get direct access, or a junior?

Direct access to CJ. No account managers, no subcontractors, no handoffs to offshore teams. If that changes as the business scales, you'll know in writing before it affects your engagement.

How do you handle access to our systems and client data?

Every engagement starts with an MSA and NDA. We work with least-privilege access, rotate credentials at the end of the engagement, and use a password manager so nothing lives in email or notes. Because we run an agency ourselves, we operate under the same E&O and cyber liability posture you do. We will never pull client PII out of your systems.

What happens at the end of the 6-month term?

Most clients continue month-to-month. If you choose to wind down, you keep everything: the 12-month roadmap, all documentation, recorded team trainings, architecture diagrams, and working automations. Nothing depends on us being there. We'd rather you stay because the work keeps paying, not because we built a walled garden.

You're probably a fit if...

✅ You own or run a growing independent agency and the tech stack has outgrown ad-hoc ownership
✅ Nobody on your team is "the tech person" and you've stopped pretending that's sustainable
✅ You're ready for a 6-month engagement, not a one-off fix
✅ You're willing to give an outside partner real access to systems and decisions
✅ Leadership can align on priorities without a three-week committee cycle
✅ A $3,500 monthly infrastructure line is already something you budget for

Probably not a fit if

❌ You need a one-off build. Try our project builds instead.
❌You want someone to run the agency, not the tech seat. I'm always open to acquisitions if that is the case. 😉
❌ You dont have an AMS yet, or you're mid-migration with no timeline
❌ You're expecting someone to be physically in your office every day
❌ Decisions require sign-off from five stakeholders who can't align
❌ You're shopping for the cheapest hourly rate
❌ You're hoping AI will replace your team in 90 days