Launch your fractional executive practice on numbers, terms and a rhythm you control
A complete kit for experienced CFOs, CMOs, COOs, CTOs, CHROs and sales leaders who want to serve two to four companies a few days a month each, and want to price, protect and run that practice properly from the first client.
- A 22-sheet Fractional Practice Workbook: 14-practice readiness self-assessment, gap-to-action plan, ideal client scorer, offers, pipeline, capacity log, clients, invoices, independence evidence, risks and conflicts, RACI, roadmap, crosswalk and a five-chart dashboard
- A 10-sheet Pricing and Business Case Calculator: your day-rate floor from your own income, costs and days, a retainer builder, a client mix test, a two-year business case with the stalled case first, and runway
- Five fillable forms and seven Word documents, including a proposal, SOW and engagement terms pack, practice policies, a launch decision memo, 34 messages and 27 AI prompts
- Country rules for the US, Canada, UK, EU, Australia and New Zealand on worker status, sales tax and outreach, a 59-event calendar and a 14-question LMS-ready knowledge check
The Fractional Executive Launch Kit · Bodhih Pro Kits · 329 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do you become a fractional executive?
Work out your day-rate floor from your own income target, costs and days, pick a client type and trigger, sell a fixed-fee diagnostic then retainers by days per month, sign terms and a statement of work, insure, check worker-status rules, and build clients from your network. The Fractional Executive Launch Kit from Bodhih Training covers each step.
Want the full free guide first? Read How to Become a Fractional Executive: A Step-by-Step Launch Plan.
You already feel the problem. Here is what it is costing you.
You do not know what to charge
Rates heard over coffee are not a price. Without your own floor from income, costs and days, you cannot tell whether an offer pays you or quietly costs you.
One client could swallow you
A generous first client can become a job in all but name: fixed days, their laptop, their team. That is risky for your status and leaves no room for the next client.
The paperwork feels like a lawyer's job
It is, in the end. But you need to know what to ask for: scope, exclusions, authority limits, liability, insurance and an outcomes clause.
Scope creeps in silence
Four days a month become six one helpful favour at a time. Without a capacity log you notice only when your evenings disappear.
Picture the next few weeks with the kit open beside you.
Imagine the evening you open the calculator for the first time. You type your target income, your costs and the days you will really work, and the Day rate sheet shows one number: the lowest rate that pays you what you need. Every price conversation after that starts from solid ground.
As you fill in the Positioning worksheet and the Pipeline sheet over the next week, notice how a vague plan becomes a client type, a trigger and forty named people who already trust your work. The Message Library gives you the first five emails.
When your first prospect says yes, you send a two-page proposal, a statement of work with clear exclusions and authority limits, and you start with a 30-day diagnostic that ends in findings the CEO can act on. Each month the dashboard tells you whether you are over-servicing anyone, before your evenings do.
Whether you start with your floor in the calculator tonight or your readiness score in the workbook this weekend, the first step is small and the file for it is already open.
23 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Fractional Executive Launch Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: the fractional launch map
The whole job in ten steps with the file for each, your first hour, your first week, the five-phase plan and the brand-it box.
Fractional Practice Workbook
22-sheet master workbook: settings, 14-practice readiness self-assessment (0-4), gap-to-action view, action plan, ideal client scorer, offers, pipeline, capacity log, clients, monthly tracker, invoices, independence evidence register, decision log, risks and conflicts, RACI, roadmap, crosswalk, official sources, What changed, glossary and a dashboard with five charts and traffic lights.
Pricing and Business Case Calculator
10-sheet calculator: day-rate floor from your own income target, costs and days; retainer builder with a floor check; client mix test; two-year business case (plan stalls, plan works, full-time role); month-by-month runway and a dashboard with four charts.
Positioning and ideal client worksheet
Three pages: your executive proof (what you have done, with numbers you can share), the client you serve and the triggers that create demand, and your one-line position with a printable ideal client scorecard.
Discovery call guide and scorecard
Prepare a 45-minute discovery call, ask the questions that reveal need, authority and fit, score the opportunity (including worker-status risk) and record the next step the same day.
30-day diagnostic planner
Three pages to run a fixed-fee 30-day diagnostic: kick-off and access, stakeholder interviews and data requests, then findings, a 90-day plan and a retainer recommendation.
Contract, insurance and status review
Three pages to use before you sign each engagement: a contract and SOW checklist, questions for your insurance broker and the client's D&O, a worker-status signals check, and entity and tax questions for your accountant.
Renewal, handover and exit checklist
Two pages: a quarterly value review and renewal decision, then a handover to a full-time hire or the next adviser with a clean exit and access removal.
Launch decision and sign-off memo
A two-page decision record for leaving a role to launch, accepting a high-stakes client (officer title, large share of fees) or changing structure: the numbers with the stalled case first, what money cannot measure, options, stop rule, risks and sign-off.
Proposal, SOW and engagement terms pack
Four working templates: a two-page proposal with a worked example, a statement of work with authority limits and an outcomes clause, an engagement terms discussion sheet for your lawyer (12 topics) and a one-page change order.
Practice policies starter
Six one-page policies to adopt and share at client kick-off: confidentiality and conflicts, client data handling, AI use, availability and boundaries, independence and records, with an acknowledgement table for associates.
Fractional message library
34 emails, direct messages, posts and call scripts in seven groups: launch, warm outreach, referrals, discovery, proposal and price, scope and boundaries, renewal and exit, with outreach-rule notes.
Worked example pack: Priya Raman, fractional CFO
The kit's main files completed for one fictional composite case (Priya, a former CFO in Vancouver with three scale-up clients): self-assessment, day-rate floor, offers, business case, decisions, pipeline, a diagnostic, the capacity crunch and year-one numbers.
AI prompt pack for fractional executives
27 tool-agnostic prompts across eight stages of the practice, each with what to paste in and what to check, plus five human-review rules for confidential client work.
Client kick-off and practice briefing session plan with answer key
Two 45-minute session plans (a client leadership kick-off and a briefing for your own associates or collective), a pairs exercise and the answer key for the 14-question knowledge check.
Numbers that matter: the fractional KPI card
Fourteen numbers a fractional practice runs on: plain meaning, formula, where each lives and what to do if it moves, plus a flow of how they connect.
Offer, pricing and scope decision card
If-this-then-do table for ten common situations, pricing in five lines and the tier ladder.
Fractional mistakes to avoid
Twelve common mistakes with what to do instead, a pre-signing check and five prospect red flags.
Worker status, tax and outreach rules by country (November 2026)
Dated orientation sheet: US, UK, Canada, Australia, New Zealand, EU, India and the Gulf. Correct at November 2026; check the official source and your adviser.
90-day launch and first-year calendar
59 calendar events from the plan start: launch milestones, monthly close and dashboard reviews, business development blocks, quarterly value reviews and rules checks, two re-scores, a practice briefing and sample renewal reminders. Import into Google Calendar, Outlook or Apple Calendar.
Fractional launch task board (CSV import)
40 tasks across the five phases with owner, due week, status and labels, ready to import into Trello, Asana, Notion, Planner, Monday or Jira.
Knowledge check (LMS-ready CSV)
14 scenario questions on running a fractional practice well, in a seven-column CSV that imports into Bodhih LMS or any LMS (question, four options, correct letter, explanation).
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + PDF cheat sheets + ICS + CSV
- Files
- 23 files plus a one-click ZIP
- E-book
- 67 pages
- Works with
- Excel, Google Sheets, Apple Numbers, LibreOffice, Word, Google Docs, Acrobat Reader, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion, any LMS that imports CSV
- Best for
- Experienced executives launching a fractional practice with two to four clients
What Fractional Means, and Whether It Fits You
The four ways to sell senior experience, who fractional suits, and a 14-practice readiness self-assessment.
Positioning and the Ideal Client
A niche as a client type plus a trigger, proof you can share, a one-line position and an ideal client scorer.
Offers and Retainers
Selling days and deliverables, a fixed-fee diagnostic, two to four retainer tiers, exclusions, terms and notice.
Pricing, the Day-Rate Floor and the Business Case
A day-rate floor from your own numbers, a two-year business case with the stalled case first, and runway.
Contracts, Insurance, Structure and Worker Status
Engagement terms and SOWs, outcomes and authority clauses, insurance and D&O, structure and worker status by country.
Pipeline from Your Network and LinkedIn
Your network as the first market, referral partners, useful LinkedIn posts, outreach rules by country and a weighted pipeline.
Discovery and Proposal
Discovery as a working session, a six-part score including status risk, and a two-page proposal.
The First 30 Days: the Diagnostic
A kick-off session and a fixed-fee 30-day diagnostic that ends in evidenced findings and a 90-day plan.
Operating Rhythm Across Two to Four Clients
Fixed client days, a monthly close, the capacity log, the scope conversation, conflicts and the dashboard.
Renewal, Handover and Exit
Quarterly value reviews, renewals and price reviews, handing over to a full-time hire and a clean exit.
Not just reading. Tools you will actually open again.
Start here
- 00-Start-Here-Fractional-Launch-Map.pdf: the whole job in ten steps with the file for each, your first hour, your first week, the five-phase plan and the 'Brand it in five minutes' box
Workbooks
- Fractional-Practice-Workbook.xlsx: 22 sheets including Settings, Self-assessment (0-4), Top gaps, Action plan, Ideal clients, Offers, Pipeline, Capacity log, Clients, Monthly tracker, Invoices, Independence evidence, Decision log, Risks and conflicts, RACI, Roadmap, Crosswalk, Official sources, What changed, Glossary and a Dashboard with five charts and traffic lights
- Pricing-and-Business-Case-Calculator.xlsx: 10 sheets with Inputs, Practice costs, Day rate, Retainer builder, Client mix, Mix check, Business case, Runway and a Dashboard with four charts
Fillable forms
- Positioning-and-Ideal-Client-Worksheet.pdf
- Discovery-Call-Guide-and-Scorecard.pdf
- Thirty-Day-Diagnostic-Planner.pdf
- Contract-Insurance-and-Status-Review.pdf
- Renewal-Handover-and-Exit-Checklist.pdf
Word templates
- Launch-Decision-and-Sign-Off-Memo.docx
- Proposal-SOW-and-Engagement-Terms-Pack.docx
- Practice-Policies-Starter.docx
- Fractional-Message-Library.docx (34 messages and scripts)
- Worked-Example-Pack-Priya-Raman-Fractional-CFO.docx
- AI-Prompt-Pack-for-Fractional-Executives.docx (27 prompts with human-review rules)
- Client-Kickoff-and-Practice-Briefing-Session-Plan.docx (two 45-minute sessions and the answer key)
Cheat sheets
- Numbers-That-Matter-Fractional-KPI-Card.pdf
- Offer-Pricing-and-Scope-Decision-Card.pdf
- Fractional-Mistakes-to-Avoid-Card.pdf
- Rules-by-Country-November-2026.pdf (dated sheet)
Calendar and import
- 90-Day-Launch-and-First-Year-Calendar.ics (59 events)
- Fractional-Launch-Task-Board.csv (40 tasks)
- Fractional-Practice-Knowledge-Check.csv (14 questions, LMS-ready)
E-book
- The Fractional Executive Launch Kit e-book: ten chapters, 24 figures and one worked case followed from the decision to the end of year one
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- Work out a day-rate floor and list rate from your own income, costs and days
- Write a one-line position for a named client type and trigger, and score prospects against it
- Package a fixed-fee diagnostic and two to four retainer tiers with clear exclusions
- Compare launching with a full-time role over two years, stalled case first, and set a stop rule
- Prepare engagement terms, a statement of work and insurance questions for your lawyer and broker
- Organise the evidence of your independence and the worker-status questions for your country
- Run a 30-day diagnostic and a monthly rhythm across two to four clients
- Renew, hand over to a full-time hire and exit each engagement cleanly
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Strategic Thinking & Business Judgment
Take the assessment →AssessAll assessmentConsultative Selling & Client Advisory
Take the assessment →AssessAll assessmentStakeholder Management & Influence
Take the assessment →JobularyUse the fresh-start effect to reset a goal (Jobulary)
Make it a growth plan →A taste of Chapter 4
In the stalled case she keeps only her first client until October and ends year one with two. In the working case she reaches three retainers by June, as her sample year does, and reviews prices by 5% at renewals. The full-time role assumes a four-month search and a 3% raise. The honest reading: on her own numbers, a practice that works roughly matches the job in cash over two years (C$20,400 behind), and pulls ahead in year two alone. A practice that stalls costs her about C$290,100 over the same period. The cash does not make the case for going fractional. What made it for Priya was control of her calendar, the variety, and the chance to build something with her name on it. She wrote those down in the Launch Decision and Sign-Off Memo, along with a stop rule: if she had fewer than two retainers by month six and savings below C$40,000, she would start a full-time search.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Pricing | A rate heard from a peer | A day-rate floor from your own income, costs and days, a retainer builder and a floor check on every tier |
| Decision | Optimism | A two-year business case with the stalled case first, a runway month by month and a stop rule in a signed memo |
| Contracts | A generic consulting template | A proposal, SOW and terms pack with outcomes, authority and change-order clauses, plus a 12-topic discussion sheet for your lawyer |
| Countries | One country's rules, undated | A crosswalk for the US, Canada, UK, EU, Australia and New Zealand with official sources, and a dated rules sheet |
| Running clients | Not covered | Capacity log, monthly tracker, invoices, conflicts register and a dashboard with traffic lights |
| Versus hiring a coach or consultant to set you up | Tailored advice at a professional fee | The organised files and method to set up yourself and use your lawyer, accountant and broker efficiently; it does not replace them |
Made for you if…
- Experienced CFOs, finance directors and controllers planning a fractional CFO practice
- CMOs, CTOs, COOs, CHROs and sales leaders who want to serve several companies at once
- Executives between roles who want to test fractional work before deciding
- Interim managers and consultants moving to ongoing retainers
- New members of fractional collectives who want a shared method
- Founders' trusted advisers formalising informal help into a paid practice
Probably not for you if…
- Anyone looking for legal, tax, insurance or financial advice: the kit prepares you to work with your lawyer, accountant and broker; it does not replace them
- Anyone wanting a guarantee of clients, income or a worker-status result: none is given, and status depends on the real facts and local law
- Freelancers selling hourly tasks or early-career consultants: other Bodhih kits fit better
- Regulated services that need a licence (for example public accounting or audit) unless you hold it
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Know your floor before a client asks your price
Open the Start-here map tonight and give yourself one hour with the calculator. Whether you begin with your floor or your readiness score, you will finish the hour knowing the lowest rate that works for you and the three gaps to close first.
Personal licence for the buyer's own use, including within your own practice with an associate or assistant. Please don't share or resell the files. Team, collective and company licences: solutions@bodhih.com.
What buyers say
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The Bodhih family, when you are ready for more
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AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
The Fractional Executive Launch Kit: FAQs
Read the free guideAlready bought? Resend my linkHow do I become a fractional executive?
Decide whether the model suits you, work out your day-rate floor, choose a client type and the trigger that makes them need you, package a diagnostic and retainer tiers, put terms, insurance and structure in place with your advisers, then build clients from your network. The kit gives you a file for each step and a worked example.
How much should a fractional executive charge?
Start from your own floor: your target income plus practice costs, allowing for gaps between clients, divided by the days you really plan to sell. Market rates vary by city, function and reputation and are not reliably published, so the kit does not supply them. Price above your floor with headroom you can defend.
What should a fractional executive contract include?
Usually engagement terms plus a statement of work per client: scope, days, deliverables and exclusions, fees and payment terms, title and authority limits, confidentiality and data protection, intellectual property, liability cap, insurance, independence, notice and a clause that outcomes are not guaranteed. Your lawyer writes the final wording.
Does IR35 apply to fractional executives in the UK?
It can, if you work through your own limited company. Medium and large clients decide status and must give you a status determination statement with reasons; for small clients your own company decides. The real working relationship matters, so check HMRC guidance and take advice for each engagement.
Will I be treated as an employee or a contractor in the US, Canada or Australia?
It depends on the real facts and each country's test: the IRS common-law rules and state tests in the US, the CRA's factors (and Quebec's Civil Code) in Canada, and the ATO's focus on the written contract in Australia. The kit organises your evidence and questions; it does not decide your status.
What insurance does a fractional executive need?
Commonly professional liability (errors and omissions or professional indemnity), cyber cover for client data and run-off cover after you stop, plus confirmation that a client's D&O policy covers you if you hold a title. Ask a broker in your country; the review form lists the questions.
How many clients can a fractional executive handle at once?
It depends on days per client and on how much time you keep for business development and admin. The calculator works out how many days a month you can sell, and the Client mix sheet tests a portfolio. Two to four clients is common for retainers of two to four days a month.
Can I use this kit with associates or a fractional collective?
Yes, within your own practice under the personal licence, including with an associate or assistant who supports your clients. Collectives and firms that want to use it across several practitioners can ask about team and company licences at solutions@bodhih.com.
Does it work in my country?
The method works anywhere. The crosswalk and dated sheet cover the US, Canada, the UK, the EU, Australia and New Zealand, with notes for India and the Gulf. Laws, tax thresholds and status tests change and differ by state and province, so check the official source and your adviser.
Is this legal, tax or financial advice?
No. The kit is educational. Templates are plain-words starting points for your lawyer and accountant, and nothing in it promises clients, income, a status result or any outcome.
How can I measure my starting point?
If you want an outside view of the skills a fractional practice runs on, AssessAll offers Strategic Thinking & Business Judgment, Consultative Selling & Client Advisory and Stakeholder Management & Influence assessments at assessall.com.
How do I keep going when the first months are slow?
Use a fresh start: the first day of a month or quarter, or your six-month re-score, is a natural moment to reset a goal. Jobulary explains the fresh-start effect in its guide to resetting a goal.
How much does The Fractional Executive Launch Kit cost?
₹1,299 including 18% GST for buyers in India, or $34 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
