FRACTIONAL CHIEF AUTOMATION OFFICER SERVICES
Scaling Businesses With Smarter, High-Impact Automation
As your Fractional CAO, we provide executive-level strategy along with hands-on execution, without the cost of a full-time hire.
Brands We’ve Worked With
Why Work With a Fractional CAO?
Executive-Level Leadership That Delivers Real Outcomes
You get a senior automation leader who owns your strategy and ensures high-quality execution. That means driving efficiency, cleaner data and faster revenue impacts across your business.
A Full Automation Team for a Fraction of the Cost
Instead of hiring a $200K+ executive and additional specialists, you get an integrated team. Automation engineers, CRM experts and RevOps support all working under one leader for predictable, lower monthly cost.
Automation That Scales With Your Business
We design and maintain automation systems built for growth—eliminating manual work, reducing operational drag, and ensuring your processes stay fast, reliable, and scalable as your business evolves.
OPERATIONAL BOTTLENECKS LIMIT GROWTH
Automation Is the Only Way to Scale Efficiently
If you’re like most growing teams, you’re juggling too many tools, too many manual tasks, and too many broken handoffs. Work slows down, data becomes unreliable, and important steps fall through the cracks.
Let our Fractional CAO take ownership of your automation ecosystem by aligning systems, eliminating manual workflows, and giving your team the clarity and efficiency they need to move faster and support business growth.
AUTOMATION LEADERSHIP & EXECUTION
What’s Included in Fractional Automation Services
If you’re like most growing companies, automations exist in pockets and they’re disconnected, inconsistent, and hard to maintain. Your Fractional Chief Automation Officer unifies these workflows and ensures your systems run smoothly, reliably, and at scale.
- Automation & Workflow Audit
- Platform Optimization
- Workflow Design, Strategy & Execution
- Ongoing Governance
Hubspot email campaign strategy & setup
Hubspot Email Campaign & Workflow Building
Need help building a complex workflow or email campaign in Hubspot? We got you covered.
With years of experience crafting thousands of emails and workflows, our team of HubSpot experts will help you strategize and create email campaigns and workflows that enhance contact engagement significantly.
MAKING YOUR HUBSPOT CRM WORK SMARTER
HubSpot Audit & Optimization
Simplify your HubSpot setup with our expert guidance. Our certified professionals will help you tailor HubSpot to your business needs, from initial configuration to advanced integrations.
We ensure you and your team are fully equipped to utilize all HubSpot features, optimizing your sales, marketing, and service strategies.
- Contact cleanup
- Workflow improvements
- Reporting alignment
- CRM property structure
- Lifecycle stage repair
About The Automation Strategy Group
Since 2016 the Automation Strategy Group has helped 100+ companies streamline their marketing operations processes in Hubspot and other tools.
Our tailored approach ensures each client maximizes ROI and achieves sustainable growth. By simplifying complex marketing challenges, we enable your businesses to focus on what they do best and not get stuck in the Hubspot weeds.
Book a call or choose a plan to see how we can help your team achieve similar results.
Client Testimonials
Since working with Andrew and his team, we’ve become dramatically more efficient and close more business!
William S.
Just Mind LLC
They helped us transition a 7-figure business to a new CRM with zero disruption. Highly recommend!
Kirk D.
Founder, Option Alpha
A true partner in marketing automation! They solved complex challenges and delivered real results.
Satish M.
Agiliron CEO
The Automation Strategy Group is an Official Hubspot Solutions Partner
Frequently Asked Questions
What exactly is a Fractional Chief Automation Officer?
A Fractional CAO provides the same strategic leadership and technical oversight as a full-time Chief Automation Officer but for a fraction of the cost. Instead of hiring an expensive executive, you get both senior guidance and a hands-on team that builds and manages your automations.
How is a Fractional CAO different from a consultant or agency?
Consultants typically just advise and most agencies purely execute tasks.
A Fractional CAO owns the automation function end-to-end. This includes strategy, roadmap, implementation, optimization, governance, and cross-team alignment. You don’t just get tasks completed; you get an automation leader accountable for outcomes.
What types of companies benefit most from an FCAO?
Our FCAO model is ideal for businesses experiencing rapid growth or operational complexity, including:
- B2B SaaS
- Professional services
- Healthcare
- PE-backed companies
- SMBs scaling to mid-market
If you rely on multiple tools, manual processes, or inconsistent workflows, a Fractional Automation Officer will create immediate impact.
Do you only work with HubSpot or can you support other platforms?
We support a wide ecosystem of tools including HubSpot, ActiveCampaign, Eloqua, Zapier, Make, n8n, Slack automations, internal apps, and custom integrations.
Your FCAO oversees your entire automation environment, not just one system.
What does onboarding look like?
We typically start with a structured 3-step process:
Automation & Workflow Audit
90-Day Automation Roadmap
Implementation Sprint + Quick Wins
This initial processes typically takes 30 days. From there, we transition into governance, monitoring, and continuous optimization.
Can you work alongside our existing team?
Absolutely. Many companies have marketing teams, sales ops, or RevOps staff who need direction. Your FCAO becomes an extension of leadership; coordinating priorities, advising your team, and ensuring all systems and workflows stay aligned.
Supercharge Your Marketing Automation Today!
Optimize your marketing automation and CRM strategy with expert consulting. Streamline workflows, boost efficiency, and close more deals effortlessly.
Still have questions?
Schedule a call with one of our Hubspot experts.
Your trusted partner in marketing automation and CRM success.
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Automation Strategy Group
6 Liberty Square # 2028
Boston, MA 02109
