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Unbridled Advisory

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Fractional Referral Network

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4 contributions to Fractional Referral Network
2025 Budget Season Fast Approaching!
Hey everyone, As 2025 budget season quickly approaches, I wanted to share a quick reminder that this is the perfect time to start aligning your financial strategies for the coming year. I recently shared a post on LinkedIn about the importance of early budget planning and how Unbridled Advisory can help support businesses through this process. If you or anyone in your network is looking for guidance or support with budgeting, feel free to reach out to myself or Kristy. We're here to lend a hand and help ensure next year is off to a strong start! Here's the link to the post: Link Looking forward to collaborating with any of you who might need a little extra support during this busy time!
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New comment Sep 20
Introduction
I specialize in Cybersecurity and Cloud Services - am working in fractional form with a few startups - if anyone needs help or assistance in my areas of expertise, please do reach out to me - have a great day
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New comment Sep 12
3 likes • Aug 22
Welcome to the group, @Ameen Sait
Acronyms Every Fractional Should Know
I once worked for a company where everyone spoke in acronyms. It was a great way to make sure nobody knew what was going on! "We need to put the PVAs in the L-CAM and then record our PITs." 😵‍💫Nothing obscures language more that an acronym. Here are some business acronyms that every fractional should know. Feel free to add to this list in the comments! Sales Acronyms: 1. CRM - Customer Relationship Management: Software used to manage interactions with current and potential customers. 2. SQL - Sales Qualified Lead: A lead that has been deemed ready for direct sales follow-up. 3. BANT - Budget, Authority, Need, Timeline: A framework used to qualify leads. 4. MQL - Marketing Qualified Lead: A lead that has interacted with marketing efforts and is considered more likely to become a customer. 5. ABM - Account-Based Marketing: A focused approach where marketing and sales teams work together to target high-value accounts. 6. ICP - Ideal Customer Profile: A detailed description of the type of company that is a perfect fit for your product or service. 7. KPI - Key Performance Indicator: Metrics used to evaluate the success of sales activities. 8. ROI - Return on Investment: A measure of the profitability of an investment. 9. CAC - Customer Acquisition Cost: The cost associated with acquiring a new customer. 10. CLV - Customer Lifetime Value: The total revenue expected from a customer over the duration of their relationship with your company. Marketing Acronyms: 1. SEO - Search Engine Optimization: The process of improving a website's visibility in search engine results. 2. PPC - Pay-Per-Click: A type of online advertising where the advertiser pays a fee each time their ad is clicked. 3. CTR - Click-Through Rate: The percentage of people who click on an ad after seeing it. 4. CPC - Cost Per Click: The amount paid by an advertiser for each click on their ad. 5. CPL - Cost Per Lead: The amount it costs to acquire a lead through marketing efforts. 6. CTA - Call to Action: A prompt on a website or marketing material encouraging the user to take a specific action. 7. CMS - Content Management System: Software used to create and manage digital content. 8. UX/UI - User Experience/User Interface: The design and functionality of a website or app that enhances user interaction and satisfaction. 9. SaaS - Software as a Service: A software licensing and delivery model in which software is accessed online via a subscription rather than installed on a computer. 10. RTM - Real-Time Marketing: The ability to react quickly to events and market opportunities as they happen.
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New comment Aug 23
3 likes • Aug 22
A term that I think may or may not resonate with fractional CFOs is FaaS - Finance as a Service...food for thought
Introduction
Hey everyone! Great to join a collaborative group such as this! I’m Joe Coombs, Managing Principal of Unbridled Advisory, a consulting firm that offers a wide range of financial and strategic services tailored to meet the unique needs of our clients. With our backgrounds in finance, accounting, corporate development and business strategy, we are a team dedicated to delivering solutions that help businesses thrive. At Unbridled Advisory, we provide services such as bookkeeping, FP&A strategy, CFO support, capital raising, M&A advisory, and more. We are industry-agnostic, working with clients in fields ranging from music and film/TV to hospitality and agriculture. Looking forward to connecting with you all going forward! https://unbridledadvisory.com/
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New comment Aug 22
2 likes • Aug 20
@Kristy Crockett Appreciate the invite!
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Joe Coombs
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@joe-coombs-5092
Experienced in Strategic Finance, Corporate Development, M&A Advisory, and Fractional CFO Services | 10 Years of Diverse Industry Expertise

Active 8d ago
Joined Aug 14, 2024
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