SumoLab | Fractional CMO & Marketing Leadership

The gap

You were told AI would change everything. So far it's just changed your budget.

You bought the tools. Sent the team to the webinars. Maybe even hired a consultant. And you still can't answer the only question that matters: did any of it make us money? Is our marketing generating more leads?

You're not alone. MIT found 95% of corporate AI projects return nothing. Not because the tech is broken, but because it gets aimed at the wrong problem by people who don't understand the business underneath it. Meanwhile the clock runs, competitors inch ahead, and "AI" quietly becomes a line item you'd rather not explain.

Solution

That's the gap I close.

I'm not a technologist selling software. I'm an operator who's built and run twelve companies across every department there is, and went deep on AI the day it arrived. I start with your business, find the one or two places AI actually moves profit, and prove the return. No science projects. No hype. You stop guessing at AI and start getting paid by it.

Proof

Real engagements.
Real numbers.

See all case studies →

12–20150–200

Weekly sales leads per office

HiLine Homes · Three-year engagement

$3M$11M

Annual revenue

Stanbrooke Custom Homes · Under three years

45

Days to resolve a full contractor shortage

Stanbrooke Custom Homes · Creative recruiting campaign

Benefits

Three things no agency, advisor, or full-time hire can match.

You start in the right place, not the expensive place.

Most AI money gets burned on the wrong problem. I read your whole business first, then point AI at the one or two spots where it actually moves profit. No science projects.

You get an operator, not an advisor who disappears.

I've run twelve companies. I don't hand you a slide deck and leave. I sit on your side of the table, put the tools to work, and stay until they're earning their keep.

You get judgment across the whole business, not just one corner.

Finance, operations, marketing, sales, HR, manufacturing. I've owned every square on the board. That's why I can tell what AI should touch, what it shouldn't, and prove the return either way.

Senior leadership, not another vendor. One person who owns the outcome.

Services

Three ways to engage.

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Fractional AI Advisor

AI leadership for owners who are done experimenting. I bring senior business judgment to the one question most consultants can't answer: where AI actually belongs in your business. Working across every function, finance, operations, marketing, sales, HR, I find the highest-payoff place to start, put AI to work, and prove the return. Not a technologist. An operator who's run twelve companies and knows what moves profit.

Business-wide AI opportunity mapping
Practical implementation, not slide decks
Measurable return, not hype

Explore How We Help

Fractional Marketing Director

An experienced marketing leader who sets strategy and also oversees execution, systems, and day-to-day marketing operations, on a fractional basis. You get senior leadership closer to the operational work, without the cost, delay, or risk of a full-time hire.

Executive leadership without full-time cost
Team and vendor direction
Performance tracking and optimization

Explore How We Help

Fractional CMO

Board-level marketing leadership: strategy, direction, and accountability at the executive table. A Fractional CMO works at the highest strategic level, involved in leadership discussions and long-term brand and growth strategy, without the cost of a full-time hire.

Executive leadership without full-time cost
Team and vendor direction
Performance tracking and optimization

Explore How We Help

What clients say

What clients say when the work is done.

"Jerry is one of a kind, talks the talk and actually backs it up by walking the walk! If you need someone who understands marketing, there's not many out there that are better!"

Khero Witey

Associate VP, Third Republic

"Jerry is a consummate marketing professional with vibrant ideas and the tenacity to successfully implement creative strategies. He quickly figures out how to add value in such a way that customers and prospects notice."

Tom Cross

Marketing Executive

"Jerry has an uncanny knack for all things marketing, sales, and technology. He's phenomenal at building out CRM implementations and creating processes and systems for sales growth. He always delivers."

Josh Reynolds

VP of Mortgage Lending, DanRick Lending

"It's rare to find an individual as knowledgeable and driven as Jerry. It always struck me how much of an executor on any project Jerry is. I would line up to have Jerry on my team any day."

Jonathan Cisneros

Agency Owner

"Jerry's mentorship, approachable nature, and positive attitude stand out. He is an excellent mentor and coach, always willing to share his expertise and help team members increase their skill sets."

Alek Synkevych

CEO, RevBit

"One hour with him and I received value worth thousands of dollars. He listened, followed through, and helped me break my idea into actionable steps. I consider it a great privilege crossing paths with him."

Jessica Arhin

AI Program Manager, PACCAR

"His extensive knowledge makes him uniquely qualified as a consultant. If you have a chance to work with him and his team, do it. You won't be disappointed in the process or the final product."

Sean Boatman

Agency Owner, Boatman Agency

"Jerry is one of the most competent, dynamic people I know. His design and branding skills reflect his wide-ranging creativity and his ability to understand on a deep level what the needs of a company or brand are."

DeAnna Dailey

Digital Experience Analyst, Washington State DOT

"His skills, work ethic, and collaborative spirit contribute to the success of any organization. Don't miss the opportunity to work with Jerry — a true pro who consistently delivers outstanding results."

Doug Crew

Systems Consultant

"Jerry's intelligence and problem-solving abilities allowed him to tackle issues head-on and achieve successful outcomes. He is an intelligent, reliable, and highly skilled professional whose contributions are sure to leave a lasting and positive impact."

Allyson Stewart

VP Business Development, Altair Global

"Jerry quickly became my go-to for all things Salesforce. What he doesn't know isn't worth knowing. Incredibly knowledgeable, hugely supportive, creative, and someone who clearly wants to see people succeed."

Andy Hawtin

VP Business Development EMEA, Altair Global

"Nearly thirty-five years of friendship has shown me that Jerry is a man of integrity, humor, and strong work ethic. He is generous, quick to offer encouragement, and one of the most consistent people I have met."

David Buchholz

Child Sponsorship Chair, NPH USA

"Jerry is the kind of mentor who doesn't just provide answers but empowers others to find solutions on their own. His technical expertise is matched only by his exceptional people skills."

Shauna Bott

VP Information Technology, Phoenix3 Collective

"Jerry brings a deep understanding of Salesforce solutions, effortlessly translating complex concepts into actionable strategies. His personable approach, combined with technical expertise, makes him a valuable asset to any project."

Sarah Grenzner

Cosmetic Coordinator, Frontier Dermatology

"Jerry is an invaluable asset to any team looking to optimize their Salesforce implementation. His combination of entrepreneurial experience, marketing prowess, and business savvy make him the ideal partner for driving business success."

Petar Čale

Salesforce Administrator, Progress Residential

"Jerry doesn't just resolve issues — he anticipates them. His knack for translating complex technical scenarios into straightforward, actionable insights has empowered teams to utilize Salesforce to its fullest."

Chelsie Gotch

Technical Support Specialist, ModMed

"His genuine passion lies in helping individuals grow and guiding them through the intricacies of the Salesforce ecosystem. With Jerry on board, any organization can expect a substantial boost in their efforts."

Sudha Balavenkatraman

Executive Administrator, Full Circle Real Estate

"His Salesforce Business Analyst background and deep business process improvement skills are creative but logical. Jerry really knows how to problem solve. Great asset to any team or organization!"

Ines Pinzon

Procurement Specialist, Embraer Executive Aircraft

"Jerry possesses a rare blend of technical skill and business acumen that makes him a go-to resource for solving complex challenges. I highly recommend him for any role that leverages his exceptional Salesforce and Business Analyst skills."

Dustin Kaplan

Territory Manager, InfuCare Rx

"His 18+ years of Salesforce admin and consulting experience is mind-blowing. His insights and expertise are like gold. A rockstar in every sense!"

Marjan Kazemi

IT Procurement Manager, Altos Labs

About

28 years of running businesses. Not advising about them.

28 years of experience as an entrepreneur, marketing leader, and business consultant, helping established businesses develop and execute high-impact marketing strategies without the commitment of a full-time hire.

About Jerry →

What's Included

One engagement. The whole marketing function.

Fractional CMO Leadership

Funnel And Conversion Review

Marketing Strategy And Roadmap

CRM And Marketing System Optimization

Brand And Messaging Alignment

AI And Automation Opportunity Mapping

Agency And Vendor Oversight

Weekly Or Biweekly Leadership Cadence

KPI Definition And Reporting

FAQs

Common questions.

How is this different from hiring a full-time Director of Marketing or CMO?

A full-time CMO costs $150,000–$300,000 per year before benefits and overhead, plus 6–9 months before they're fully productive. With SumoLab, you get the same senior-level leadership at a fraction of the cost, with no long-term payroll commitment. I'm productive from week one. If your needs grow, we scale the engagement. If priorities shift, there's no severance conversation.

Who is this for?

Established businesses generating $5M–$50M in revenue that have outgrown tactical marketing but aren't ready — or don't need — a full-time marketing executive. You likely have a marketing coordinator or an agency vendor, but no one owning the strategy. That's the gap I close.

Is this the same as hiring an agency?

No. Agencies execute deliverables — content, ads, websites. I own the strategy that tells the agency what to build and holds them accountable for results. Most agency relationships fail because no one connects their output to your business goals. I am that connection.

Will you do the work or just advise?

Both, in proportion to what's needed. I lead the strategy, make the decisions, and own the outcomes. I also step in on systems, CRM, and content when execution is the constraint. The goal is progress, not slide decks.

How quickly will I see results?

Most clients get strategic clarity within the first 30 days — clear positioning, aligned messaging, and a prioritized roadmap. Revenue impact from lead generation and campaigns typically shows up in 60–90 days, depending on your sales cycle. The first conversation is free, and I'll tell you honestly if this is the right fit.

AI won't fix your business.

You were told AI would change everything. So far it's just changed your budget.

That's the gap I close.

Real engagements.
Real numbers.

Three things no agency, advisor, or full-time hire can match.

You start in the right place, not the expensive place.

You get an operator, not an advisor who disappears.

You get judgment across the whole business, not just one corner.