My New Year's tradition used to be running a 20+ miler.
Did it for years. Even ran one the day we landed in Santiago, Chile. Jet-lagged, altitude not fully adjusted, didn't matter. That was the ritual.
Somewhere along the way, I pivoted to golf. Less pounding on the knees. More time with friends. Still competitive. Just smarter.
That's kind of the theme for 2026, isn't it? Keep what works. Fix what doesn't.
I've got two goals for the new year.
Personal: Keep my competitive golf going. Shot some of my best rounds in low-amateur tournaments in 2025. Want to carry that into 2026. The game rewards process over talent. Sound familiar?
Professional: Help as many fractional executives as possible take back their dignity, their career, and their time.
That second one is why I built First Mate.
The Problem I Keep Seeing
Here's a stat that should change how you think about your business:
92.8% of fractional executives get clients through referrals.
Not cold outreach. Not marketing funnels. Not LinkedIn ads. Relationships.
So why does every CRM on the market have a "lead score"?
Salesforce thinks you're closing 50 deals a month. HubSpot thinks you need marketing automation — and the features you actually care about are locked behind an upgrade. Pipedrive thinks you're running a sales team. Monday thinks you need project management with a CRM bolted on.
None of them know you're managing 3 clients at $15K/month who all came from people who trust you.
None of them understand that your "pipeline" isn't strangers to convert. It's relationships to nurture.
And so most fractional executives do what? They manage a $300K+ practice with a spreadsheet and hope.
That's not a system. That's a liability.
Why Generic CRMs Fail Fractional Executives
The fundamental problem is simple: every CRM was built for a different job.
Enterprise CRMs (Salesforce, HubSpot) were built for sales teams closing high volumes of transactions. They're optimized for lead scoring, pipeline velocity, and conversion rates. They assume you have a marketing team feeding you leads and a sales team working them.
You don't have that. You have a network.
SMB CRMs (Pipedrive, Copper, Close) were built for small sales teams. Better, but still transaction-focused. They want to help you close deals faster. The problem? You're not trying to close 50 deals. You're trying to land 2-4 clients and keep them for 12-24 months.
Lightweight tools (Notion, spreadsheets, Airtable) are flexible but dumb. They don't tell you what to do. They don't alert you when a client's gone quiet. They don't remind you that a renewal is coming up. They just sit there, waiting for you to remember.
Here's what no CRM understands about fractional work:
You're not closing transactions. You're managing a portfolio.
You need to know where your next client is coming from (pipeline) AND how your current clients are doing (portfolio). You need to track prospects AND nurture past clients who might refer you. You need coaching prompts that match how you actually work.
No tool does this. So we built one.
What First Mate Does Differently
First Mate is a CRM built specifically for fractional executives. Not enterprise sales teams. Not agencies. Not consultants billing hourly.
Fractional executives managing 2-4 concurrent clients at $10K-$25K/month retainers.
Here's what makes it different:
Two Views, Not One
Pipeline View: Where your next client comes from. A 9-phase pipeline that matches how fractional work actually flows: Target → Contacted → Scheduled → Discovery → Proposal → Won → and critically, Alumni.
Portfolio View: Where your current revenue lives. See all active engagements, renewal dates, health scores, and capacity at a glance.
No other CRM has both views. Because no other CRM was built for people running a portfolio practice.
Coaching Tips That Actually Help
115 contextual prompts that act like a smart colleague looking over your shoulder:
- "No contact in 14 days. Radio silence kills engagements."
- "Renewal in 30 days. You should know by now: renewing, negotiating, or ending?"
- "They just renewed. Perfect time to ask for a referral."
- "You've got 12 in Target but only 2 in Contacted. You're not doing outreach."
- "Discovery call in 2 hours. Here's what they told you last time."
Your spreadsheet won't tell you any of that. First Mate will.
An Alumni Stage
Here's something obvious that no CRM does: track past clients.
Your best referral source? People who've already paid you and loved the work. But every CRM treats "Closed Won" as the end of the journey. Client's done? Archive them. Move on.
That's insane.
First Mate has an Alumni stage. Past clients stay visible. You can track relationship warmth. You get prompted to reach out. Because 92.8% of your business comes from relationships, and past clients are the warmest relationships you have.
What We Left Out
This matters as much as what we built.
No complex workflow automation. No lead scoring algorithms. No enterprise permissions. No 90-day implementation. No mandatory onboarding fees. No AI features you'll never use.
Only what you need. Nothing you don't.
Here's our design rule: If it takes longer than 15 seconds to log, nobody does it.
So we built one-tap tracking. Sent outreach? Tap. Got a response? Tap. Booked the call? Tap.
Fractional executives don't have time to babysit their CRM. First Mate is built to stay out of your way while still telling you what to do when.
The Pricing
$99/month. Flat.
No per-seat scaling. No contact limits. No surprise tier jumps when you hit some arbitrary threshold.
Compare that to HubSpot, which starts free but scales to $21,600/year once you need the features that actually matter. Or Salesforce, which assumes you have an admin to configure it.
Predictable pricing that doesn't punish growth. That's it.
Why I Built This
I created the Fractional CMO category back in 2009. Built Chief Outsiders into one of the largest fractional executive firms in the country. That system has now placed over 2,000 executives at $10K-$25K/month rates.
I've spent 15+ years watching fractional executives succeed and fail. And here's what I've learned:
The domain expertise is never the problem. You know your stuff. That's not what's broken.
What's broken is the system. The visibility. The process.
Most fractional executives are incredible operators who have no idea how to run a business development pipeline or manage client relationships systematically. Nobody taught them. Dell didn't teach me. Shell didn't teach me. ADP isn't teaching you.
I got tired of watching smart fractional executives manage $300K practices with Post-it notes and spreadsheets while enterprise salespeople get billion-dollar tools.
You deserve a CRM that understands your work.
First Mate does.
What's Next
We're opening the beta to the first 100 users. You'll shape what we build.
If 2025 was the year you got pushed out, passed over, or started wondering if corporate even wants you anymore...
Make 2026 the year you take it back.
Ready to try First Mate? Join the beta here.
Not sure where you are? Take one of our assessments:
- No clients yet? Launch Assessment — 17 questions, 7 minutes. Find out what's blocking you.
- Have clients but drowning? Scale Assessment — 24 questions, 10 minutes. Diagnose your bottleneck.
Just want to talk? Book a 15-minute Starting Point Call. You'll leave with a clear diagnosis and your single next step.
Happy New Year.
Here's to dignity, careers owned, and time reclaimed.
See you in 2026.
