Todd Yancey

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    • Fractional CRO
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    • Atherton
    • Menlo Park
Services

Engagement, scope, and how we work together.

Fractional CRO engagements designed for technical founders ready to graduate from founder-led selling to a repeatable enterprise sales motion.

Engagement Structure

How a typical engagement is shaped.

Cadence

2–5 days per week, depending on stage and depth. Most engagements settle at 3 days/week after the first month.

Duration

3-month minimum. Most engagements run 4–6 months. After month six, we evaluate whether continued embedding makes sense or whether your in-house team is ready to run the playbook independently.

Compensation

Base monthly retainer plus equity participation. Equity is calibrated to your stage and the scope of the engagement — typically structured as restricted shares or advisor options with standard vesting.

Working arrangement

Embedded, not external. I attend your weekly leadership meetings, sit on Slack, and join customer calls as a full operator. I work from the Bay Area and travel to customer sites as needed.

Exclusivity

I take 1–2 active engagements at a time. This is intentional — fractional doesn't mean partial commitment. When I'm in your work, I'm in.

The 90-Day Arc

What the first three months actually look like.

Days 1–30: Discovery

Interviews with the last 20 buyers who said yes, the last 20 who said no, the last 20 who never answered. Win/loss analysis. Refined ICP, sharpened positioning, trigger-event mapping.

Days 31–60: Build

First repeatable outbound motion. Multi-threaded prospecting into CIO, CTO, Security, Procurement. First mutual action plans. Initial pipeline visible in CRM.

Days 61–90: Close

Personally carrying a bag on founding deals. POCs, security reviews, procurement, negotiation. Hand-off documentation and playbook v1 ready for the first AE hire.

Deliverables

What you get at the end of an engagement.

  • Refined ICP document — primary segment, secondary segment, anti-patterns, with rationale grounded in win/loss data.
  • Positioning and messaging framework — value proposition, three-line elevator pitch, pricing narrative, objection responses.
  • Pipeline architecture — outbound motion, trigger events, multi-threading playbook, qualification framework (MEDDIC or adapted).
  • Closed founding deals — typically 3–8 paid customers in the target ICP, with full documentation of how each was won.
  • Hiring scorecards and playbook — for the first AE, CSM, or sales engineer hire, with interview rubric.
  • CRM and forecast cadence — clean Salesforce or HubSpot setup, weekly deal review template, monthly board-ready revenue dashboard.
  • Founder coaching log — the operating disciplines you'll continue running once I rotate out.
Resources

Writing worth your time.

The thinking behind the work — frameworks and field notes from 25+ years building enterprise revenue.

Framework

The Seven C’s of Selling

A deal-dynamics model for enterprise sales — the seven forces that decide whether a complex deal closes, and when. Read →

Essay

Founders Don’t Fail on Product

Why most Seed–Series B startups stall on the chasm between founder-led selling and a repeatable revenue motion. Read →

Want to talk through your stage?

Thirty minutes is enough to know whether we'd work well together. No deck, no pitch — just a conversation about where your revenue motion stands today.

Book a 30-min call →

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About Todd Yancey

Todd Yancey is the Founder and Chief Revenue Officer for Investor Services, providing Digital Asset Custody for Financial Institutions, and the former Chief Strategy Officer and Executive Board Member of Forge Trust, a financial services firm offering transaction and custody solutions.

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