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Fractional CMO · Shopify DTC

See exactly how I
think before you
spend a dollar.

Most fractional CMOs ask for trust first and show results later. I reverse that. Full channel scorecard, root-cause diagnosis, and 90-day plan in 48 hours — for $299. Then you decide.

Get your audit — $299 → How it works
0
hour delivery
$0
commitment req'd
0
report sections
DTC
specialist only
Lumé Skin Co.
Shopify DTC · Skincare · $280K/mo
C+
overall
C
Meta ads
2.1x ROAS · audience fatigue
B
Email
28% open · under-segmented
C
Organic social
No UGC · low share rate
M
SMS
Missing · highest ROI gap
M
Google Shopping
Missing · low-hanging fruit
Root-cause diagnosis
Audience fatigue on Meta is compressing ROAS — not creative. The real fix is an SMS + post-purchase email sequence that extends LTV and reduces paid dependency. This brand is leaving ~$28K/month on the table in owned-channel revenue.

Sample audit — anonymised · illustrative only

Meta ROAS diagnosis·Klaviyo flow audit·Competitor gap analysis·SMS revenue gap·90-day owned-channel plan·Channel scorecard A–F·Root-cause diagnosis·Google Shopping gap· Meta ROAS diagnosis·Klaviyo flow audit·Competitor gap analysis·SMS revenue gap·90-day owned-channel plan·Channel scorecard A–F·Root-cause diagnosis·Google Shopping gap·
Vertical 01
Cartgrade
Shopify DTC brands · $200K–$2M revenue · Meta + email + SMS
→
Get started
Request your audit
10 minutes to fill · 48-hour delivery · $299 flat
→
How it works

From intake form
to action plan in 48 hours.

No discovery calls. No project proposals. Fill a 10-minute form and receive a full marketing audit with specific, actionable recommendations tailored to your brand — not a template.

Start your audit →
01
Fill the intake form
10 specific questions about your channels, ROAS, and biggest frustration. The more specific you are, the more precise the diagnosis.
02
AI analysis + expert review
Answers run through a structured audit engine, then reviewed and edited for accuracy and relevance to your specific situation.
03
Notion workspace delivered in 48h
Channel scorecard, root-cause diagnosis, 3 quick wins, competitor gaps, and a 90-day plan. In a shared workspace — not a PDF.
04
Retainer is optional, never assumed
Most clients keep ongoing strategy support. Some execute the plan alone. Both outcomes are the point.
The report

Seven sections.
Zero filler.

01
Brand snapshot
Proves we understood your situation — 2–3 sentences showing we read and retained your intake.
02
Channel scorecard
Letter grade A–F for each active channel with a specific, intake-referenced reason. Missing high-ROI channels flagged with urgency context.
03
Root-cause diagnosis
The real problem — not a restatement of your symptoms. 150–200 words identifying what's actually happening beneath the surface.
04
3 quick wins
Three changes implementable in 30 days with estimated revenue impact. Specific to your brand, not generic best practices.
05
Competitor gap analysis
What the brands you named are doing that you aren't. Specific gaps, specific recommendations to close each one.
06–07
90-day plan + north star
Month-by-month priorities anchored to your stated goal. One metric to track. Optional path to ongoing monthly support.
What founders say
★★★★★

"I learned more about what's wrong with my marketing in this $299 audit than from my last $3,000/month agency retainer. The SMS gap alone was worth 10x what I paid."

Shopify DTC founder · skincare · $280K/mo revenue
★★★★★

"The root-cause diagnosis was the section I screenshotted and sent to my entire team. We've been treating the symptom for 6 months. The real problem was identified in two paragraphs."

DTC apparel brand · Shopify Plus · $1.4M/yr revenue
★★★★★

"I've had two fractional CMOs before. Neither of them showed me how they think before asking for a retainer. This audit made the decision to hire feel obvious instead of risky."

Shopify DTC founder · beauty · $400K/yr revenue
Common questions

Straight answers.

If your question isn't here, DM on LinkedIn and you'll get a straight answer.

Start your audit →
How is this different from asking ChatGPT?
ChatGPT doesn't know your ROAS, your active channels, your competitors, or the specific frustration you described in the intake form. The audit is built from your answers — every grade references something you told us. The AI handles the analytical framework. The judgment — what actually matters for your specific brand — is the part that requires real expertise.
Why is it delivered in Notion, not a PDF?
A PDF is a document you read once and close. The Notion workspace includes your channel scorecard, a 90-day plan as an actual checklist you can tick off, and a comment thread for follow-up questions over 30 days. It's designed to be the marketing operating system you work from — not a report that gets filed.
Do I have to commit to a retainer?
No. The $299 audit is a standalone product. Most clients end up in a monthly engagement because the audit surfaces enough work to justify it — but that conversation happens after you've seen the thinking. Not before.
What verticals do you work in?
Shopify DTC brands doing $200K–$2M in annual revenue. That's the only audience this audit is built for. The intake form, the grading rubrics, the competitor framework, and the 90-day plan format are all designed specifically for DTC operators at this stage.
How long does the intake form take?
About 10 minutes. The most important question is Q7 — your biggest frustration — and the quality of your answer there directly determines the quality of your diagnosis. The more specific you are, the more specific your root-cause analysis will be.
Ready

Stop guessing which
lever to pull.

First 5 audits at $299 intro pricing.

Get your marketing audit →
Cartgrade · Shopify DTC

Your marketing is running.
It's just not working
hard enough.

AI-powered marketing audit for Shopify DTC brands doing $200K–$2M. Channel scorecard, root-cause diagnosis, 90-day plan. 48-hour delivery.

Get your audit — $299 → First 5 intro spots · normally $349
The 7-section report

No filler. Everything referenced
to your intake answers.

01
Brand snapshot
2–3 sentences proving we understood your situation before writing a word of advice.
02
Channel scorecard
A–F grade for every active channel. Missing high-ROI channels flagged with a why-now argument.
03
Root-cause diagnosis
The section founders screenshot. The real problem — not a restatement of the symptom.
04
3 quick wins
Implementable in 30 days. Revenue impact estimated. Specific to your stage and channels.
05
Competitor gap analysis
Based on the brands you named. What they do that you don't. Specific close recommendations.
06–07
90-day plan + north star
Month-by-month. Anchored to your stated 90-day goal. One metric to track.
Pricing
Audit
$299
one-time · 48hr delivery
  • Full 7-section Notion workspace
  • Channel scorecard A–F
  • Root-cause diagnosis
  • 3 quick wins with impact est.
  • 90-day plan as live checklist
  • 30-day comment thread
Core retainer
$349
per month · no contract
  • Monthly strategy brief
  • Async Q&A (3/month)
  • Channel performance tracking
  • Quarterly re-audit
  • Cancel anytime
Strategy call
$99
one-time add-on
  • 30-min audit walkthrough
  • Live Q&A on your report
  • Priority booking
Start with an audit — $299 →

Know which lever to pull
in 48 hours.

No calls. No proposals. Just the audit.

Get your audit →
© 2026 CAIO Insight ← Back to home
Get your audit

Find out what's holding
your marketing back.

10 questions · 48-hour delivery · $299 DTC

We'll review your store as part of the audit
Channels
Your challenge
This shapes your entire diagnosis. Most useful question in the form.
Context
Used for competitor gap analysis in your report
→ Your audit ends with a 90-day plan. Most clients use it as their monthly strategy — no obligation, cancel anytime.

Payment via Stripe · Audit to your inbox within 48 hours

What you'll receive
01
Brand snapshot — proves we understood before writing
02
Channel scorecard — A–F grade with specific reason
03
Root-cause diagnosis — the real problem, not the symptom
04
3 quick wins — 30-day implementable, impact estimated
05
Competitor gap analysis — specific to brands you named
06–07
90-day plan + north star metric — month-by-month priorities
Delivered in Notion — not a PDF
Your scorecard, 90-day checklist, and a 30-day comment thread for follow-ups. Designed to work from, not read once and file.
Want a sample first?
Reply to your confirmation email after purchase and we'll send a redacted sample audit before yours is delivered.
© 2026 CAIO Insight ← Back to home
About

Built to reverse
the trust model.

CAIO Insight exists because great marketing strategy shouldn't cost $5,000/month and 8 weeks of discovery calls. It should cost $299 and take 48 hours.

CI
CAIO Insight
Fractional CMO practice
Shopify DTC specialist. AI-augmented strategy. Based in Carlsbad, CA.
3
verticals
48h
delivery
$299
entry audit
7
sections
The approach

Why I show you how
I think first.

Most founders I've worked with have the same problem: their marketing isn't broken, it's unfocused. They're running ads, sending emails, posting on Instagram — and getting flat results. They know something is wrong. They just don't know what.

Most fractional CMOs ask for a 3-month retainer based on a free discovery call. You buy the outcome you can't yet see. CAIO Insight reverses that. You see exactly how I diagnose your brand's marketing — for $299, before committing to anything. Then you decide whether you want me thinking about your marketing every month.

The AI handles the analytical framework. I handle the judgment layer — the part that requires genuine DTC marketing expertise to get right. You get $500-quality thinking for $299.

01
Specific over generic
Every recommendation references something you told us in the intake form. No advice that could apply to any brand.
02
Diagnosis before prescription
Root cause first, solutions second. That's what separates a useful audit from a PDF full of obvious advice.
03
Async by design
No discovery calls. No kickoff meetings. Fill the form, get the report, execute the plan. Your time is the constraint.

Ready to find out
what's holding you back?

$299. 48 hours. No commitment.

Get your audit →
© 2026 CAIO Insight · Carlsbad, CA ← Back to home
The Owned Channel
Weekly · Owned-channel strategy
For DTC, cannabis, and SaaS founders caioinsight.ai/newsletter
This week

The three Klaviyo flows every Shopify brand should have running before spending another dollar on Meta

6 min read

Most DTC brands spend $10,000/month acquiring customers and $0 on the flows that turn them into repeat buyers. Here's the exact Klaviyo setup — flows, segments, subject lines, send cadence.

Subscribe — free

Weekly owned-channel tactics for DTC founders. No paid-ad strategies. No agency fluff.

No spam · unsubscribe anytime

Free
$0/mo
Weekly essay · case studies · tactics
Member
$9/mo
Prompt library · templates · Auditkit 30% off · Q&A
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© 2026 CAIO Insight · The Owned Channel ← Back to home
✓

Your audit is queued.

Full channel scorecard, root-cause diagnosis, and 90-day plan arriving within 48 hours. Check your email for confirmation and next steps.

1
Confirmation email sent
Includes your Notion workspace link and what to expect.
2
Intake reviewed within 24 hours
Your answers are run through the audit engine and reviewed for accuracy.
3
Report delivered within 48 hours
All 7 sections live in your Notion workspace with a comment thread.
4
Optional: 30-min call add-on
Book a live walkthrough for $99. Link below.
Book optional call — $99 → Subscribe to newsletter

Questions? Reply to your confirmation email.

© 2026 CAIO Insight ← Back to home