Gain instant answers to your burning questions about your business. Your CFO gives you upcoming cash flow estimates, your CMO tells you where to invest your advertising dollars and your COO gives insigh into what strategies work best for streamlining operations.
The Story of Fellowship Intelligence
Is your business busy — but not balanced?
Your team is moving, your clients are calling, and yet you can’t see the full picture. Reports take hours, meetings drift, and you’re always reacting instead of steering.
That’s where the Fellowship begins.
It’s like adding a full executive board at your fingertips - a COO who brings order, a CFO who makes numbers speak, a CMO who turns your brand into momentum, and a Mentor who keeps your vision clear. Each month, they deliver one thing that matters most: clarity you can act on. No more guessing. No more scattered systems. Just intelligent rhythm — your firm running with the focus and foresight of a top-tier organization.
Your Personal Virtual Board of Advisors
Executive clarity without the overhead — AI‑powered guidance across operations, finance, marketing, customer experience, HR, and leadership.
What it is
A structured, AI‑enabled advisory system that gives your company the discipline and perspective of an executive team, without the huge overhead. Each month you’ll receive concise insights, clear financial signals, prioritized actions, and a private mentor podcast — all organized inside a simple client hub.
What you get
A dedicated personal Virtual Board: COO, CFO, CMO, Mentor - plus CX Advisor and HR as you scale.
A solution that becomes more beneficial to your business as you use it.
Weekly usage data, monthly business report and monthly audio update from your mentor.
All delivered through our secure client portal. Your data, your advisors, with you 24/7.
Imagine
It is one in the morning and you wake up in a panic wondering if you have enough to make payroll. Instead of logging into your bookkeeping system, and your payroll system and then comparing, you simply ask your virtual CFO and get a clear answer without getting out of bed.
It is one in the morning and you wake up in a panic wondering if you have enough to make payroll. Instead of logging into your bookkeeping system, and your payroll system and then comparing, you simply ask your virtual CFO and get a clear answer without getting out of bed.
Meet the Advisors
The Fellowship’s Virtual Board of Advisors is a collective of specialized minds—each focused on a different dimension of your company's success. Together, they bring structure, strategy, and intelligence to your business through coordinated insight and practical action. Their shared purpose is to transform complexity into clarity—aligning operations, finance, marketing, experience, HR, and leadership into one cohesive rhythm that helps your firm run with precision and confidence.
Chief Operating Officer
Virtual COO – Brings order to chaos. Systems, SOPs, and automation roadmaps.
Chief Financial Officer
Virtual CFO – Turns numbers into insight. Forecasts, visibility, and financial signals.
Chief Marketing Officer
Virtual CMO – Makes your brand impossible to ignore. Positioning, campaigns, analytics.
Customer Experience Advisor
Customer Experience Advisor – Builds loyalty and referrals. Journeys, SLAs, reputation.
Director of HR
Director of HR – Grows a strong team. Recruiting, onboarding, retention systems.
Your Chosen Mentor
Virtual Mentor – Executive perspective, from a tone you trust. There to help you make informed decisions.
