Fractional CMO · Growth · AI Enablement

Marketing that answers to revenue.

I'm Brooks Nelson. I've spent nearly 20 years on both sides of the funnel, in sales and in marketing. I build the strategy, systems, messaging and AI workflows that turn marketing into pipeline.

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Brooks Nelson, fractional CMO

Brooks Nelson · Orange County, California

By the numbers

~20

years

leading growth across B2B, SaaS and consumer brands

20–40%

year-over-year revenue growth, sustained over six years

86%

customer retention

2

sides of the funnel

sales and marketing, under one roof

What I do

Senior leadership, hands on the work.

01

Fractional CMO

Senior marketing leadership embedded in your team. I set the strategy, run the plan and own the results.

02

Brand Strategy & Messaging

Positioning built on my DC3 framework, so your story is Differentiated, Customer-Centric, Concise and Compelling.

03

Revenue Operations

CRM and marketing automation (HubSpot, Salesforce/Pardot, ActiveCampaign, GoHighLevel), lead nurturing, and pipeline systems your sales team actually uses.

04

Websites, SEO & Content

WordPress and Squarespace builds, search and AI-search (AEO) strategy, and content programs that compound.

The DC3 Framework

Four tests every message should pass.

Differentiated

Say what only you can say.

Customer-Centric

Lead with their problem, not your product.

Concise

If it takes a paragraph, it isn't positioning yet.

Compelling

Give people a reason to act now.

AI Enablement

Put AI to work, not just on the roadmap.

I help teams adopt AI where it actually moves the business. That means choosing the right tools, building agents and workflows, training people and putting guardrails in place.

  • AI rollouts

    Planning and leading firm-wide adoption, including the Claude for Finance rollout at Hamilton Wealth, a wealth management firm serving high-net-worth clients.

  • Agents & automation

    Custom AI agents and workflows that connect CRM, content and web operations, so a lean team can do more. I build hands-on with Claude, Claude Code and Gemini.

  • Training & governance

    Practical playbooks, use-case libraries and policies, so AI gets used well and safely.

Selected work

Recent engagements.

Side view of The Saruni luxury residential development in Nairobi

Chief Marketing Officer

The Saruni

Brand, website, CRM and sales automation, and multi-channel campaigns for a luxury residential development on Riverside Drive in Nairobi, Kenya. The audience is affluent locals, expats and international buyers.

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OG Advisors brand share image

Website strategy and build

OG Advisors

Positioning, design and a full WordPress build for a business development firm serving biotech, pharma and medtech companies.

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Brass scales of justice and documents on a dark desk

Brand messaging and web

Xpand Legal

DC3 brand messaging, full-site copy, a Squarespace website, and sales collateral for the Xpand VERIFY™ revenue recovery platform.

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Giving back

Co-founder, Educators R.I.S.E.

I co-founded Educators R.I.S.E., a 501(c)(3) nonprofit whose mission is to Radically Improve Student Experience by supporting and rewarding the teachers who make it happen. Communities can recognize great educators directly through membership, tipping and voting.

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Enterprise relationships built and closed with global brands, including:

  • Lego
  • Costco
  • Nintendo
  • H&R Block
  • Deloitte
  • BMW
  • DocuSign
  • Accenture
  • Louis Vuitton

How I work

Three steps. No theater.

  1. 1

    Discover

    Understand your business, your customers and what's actually driving revenue.

  2. 2

    Define

    Positioning, messaging and a prioritized plan.

  3. 3

    Deliver

    Hands-on execution and leadership until the engine runs.

Contact

Let's build something that works.

Tell me where you are and where you want to go.

r.brooksnelson@gmail.com linkedin.com/in/rbrooksnelson