For fractional executives

Protect your advisory capacity across every client.

Steady helps fractional CMOs, CFOs, COOs, CTOs, HR leads, and senior operators plan expensive advisory time, manage retainers, track real delivery, and invoice from records that match the value of the work.

Advisory capacityRetainersClient ratesInvoice detail
Steady calendar showing scheduled client work, billable time, and revenue

The capacity problem

High-value advisory work should not be managed from memory.

Fractional executives split limited attention across several clients. Calls, prep, follow-up, strategy work, stakeholder management, and delivery can quickly exceed the retainer or blur into unpaid support if capacity and billing context are not visible before the week begins.

  • Client commitments can quietly exceed the capacity actually available in the week.
  • Prep, follow-up, internal thinking time, and advisory support often become invisible unless they are planned and tracked deliberately.
  • Retainers are hard to defend when usage lives in calendar notes, emails, spreadsheets, and manual invoices.
  • High-value work needs invoice detail that is clear without feeling like a low-level timesheet dump.

The Steady workflow

A clearer operating rhythm for advisory work.

Steady gives fractional leaders a calm way to plan attention, protect capacity, track delivery, manage retainers, and share professional client-facing records.

01

Plan advisory capacity

Block client sessions, prep, follow-up, strategy work, and internal delivery time before the week gets crowded.

02

Protect the retainer

Attach work to client retainers as hours or credits so remaining capacity and usage are visible while decisions can still change.

03

Track high-value work

Convert planned blocks into time entries and keep rates, client context, and delivery notes attached to the record.

04

Invoice clearly

Send invoices with appropriate detail, let clients pay through Stripe, and keep prior estimates, invoices, PDFs, and time-entry exports accessible.

Why fractional leaders choose Steady

Capacity planning and billing clarity for expensive attention.

Steady is designed for service businesses where time, rate, context, and capacity all matter. It helps advisory work stay intentional and billable.

Client-specific capacity planning

See where your week is committed across several clients before advisory time gets absorbed by low-visibility work.

Retainer burn-down

Track hours or credits against client retainers from scheduled work and time entries, with usage and remaining balance visible.

Client and staff margin

Keep client rates, staff rates, revenue, labour cost, and actual margin visible as the business becomes more than just you.

Professional client portal

Share estimates, invoices, PDFs, payments, and optional planned work without asking clients to create another password.

Quote signatures

Send estimates and quotes through browser links, collect signatures, and keep approvals attached to the client record.

Stripe payments with 0% Steady fee

Let clients pay invoices through your connected Stripe account. Steady does not take a percentage of invoice payments.

Who it is for

Built for senior operators selling limited, high-value capacity.

Steady fits fractional leaders who need a professional operating layer between the calendar, the client relationship, and the invoice.

Fractional CMOs and growth leaders

Plan advisory sessions, strategy work, team reviews, campaign oversight, and retainer usage across multiple clients.

Fractional CFOs and finance leaders

Protect planning, reporting, stakeholder calls, and follow-up work while keeping invoice detail clear and defensible.

Fractional COOs and operators

Coordinate recurring operations, team support, client projects, retainers, and delivery records in one workflow.

Senior consultants and advisors

Track advisory work, fixed-fee work, and retained capacity without reducing the business to a generic timer.

“Fractional work is not just meetings. It is prep, judgment, follow-up, and ongoing responsibility. Steady helps that work stay visible.”

Brad D. Smith

Fractional CMO