AI for Fractional C-Suite Executives
Stop Context-Switching. Start Operating at Scale.
Sentia+ is the AI-powered personal operator built specifically for fractional c-suite executives. Sentia+ replaces the CRM, the project boards, the spreadsheets, and the meeting prep overhead. It knows every client, every engagement, every stakeholder — and tells you exactly what needs your attention across your entire practice. At $75 per month, Sentia+ replaces crm, project management, spreadsheets, and more — giving fractional c-suite executives a single workspace for client management, pipeline tracking, AI briefings, automated follow-ups, meeting recording with transcription, lead generation, and daily pulse summaries. It replaces CRM (HubSpot, Salesforce, Pipedrive). It replaces Project Management (Asana, Monday, Notion, ClickUp). It replaces Spreadsheets (Excel engagement trackers, Google Sheets). It replaces Calendar Apps (Calendly, Cal.com). It replaces Meeting Notes (Otter, Fireflies, Fathom). It replaces Lead Gen Tools (LinkedIn Sales Navigator, Apollo).
Fractional executives are drowning in context-switching.
You're CFO for three companies, COO for two more. Each has different board meeting cadences, different deliverables, different stakeholders. Between prepping for board meetings, tracking KPIs across engagements, managing your own pipeline, and keeping every client feeling like your only client — the overhead of running a fractional practice is crushing.
Key Challenges for Fractional C-Suite Executives
- Too Many Clients, Too Little Context: Switching between five client companies means remembering where each one left off. What did you discuss in last month's board meeting? What's the cash runway? You're digging through separate folders and email threads every time.
- Board & Meeting Prep is a Full Day: Before every board meeting or executive check-in, you're pulling financials, reviewing past notes, building agendas, and catching up on what changed since your last on-site. Multiply that by 4-6 clients.
- Deliverable Tracking is Fragmented: Some clients use Asana, others use Monday, one just emails you. Your own deliverables across engagements live in a personal spreadsheet that's always out of date.
- Pipeline & Business Development Stalls: When you're deep in client delivery, prospecting for new engagements stops. Then when an engagement ends, you scramble to fill the gap. Feast or famine.
- No Single View of Your Practice: Total revenue, utilisation rate, engagement health, renewal dates — these metrics are scattered. Building a practice dashboard means manual Excel work every month.
- Stakeholder Communication Gets Messy: You're emailing the CEO of one company, Slacking with the VP of Ops at another, and texting the founder of a third. Conversations are spread across channels with no unified history.
One AI. Every engagement. Every deliverable. Handled.
Sentia+ replaces the CRM, the project boards, the spreadsheets, and the meeting prep overhead. It knows every client, every engagement, every stakeholder — and tells you exactly what needs your attention across your entire practice.
Sentia+ is the AI-powered personal operator built for fractional CFOs, COOs, CTOs, and CMOs. Manage multiple client companies, track deliverables across engagements, prep for board meetings, and scale your practice — all in one workspace. No CRM. No scattered project boards.
Sentia+ Features for Fractional C-Suite Executives
- AI Engagement Briefings: Before any client meeting, ask Sentia to brief you. Get the engagement history, last meeting notes, open deliverables, stakeholder context, and personalised talking points — in seconds, not hours.
- Multi-Engagement Pipeline: Kanban board tracks every engagement by stage: Prospect, Proposal, Active, Renewal Due, Renewed, Completed. See utilisation, revenue, and engagement health across your entire practice at a glance.
- Automated Follow-Up & Check-In Cadences: Set check-in intervals per engagement — weekly ops reviews, monthly board prep, quarterly strategy sessions. Sentia auto-creates the next cycle when you complete one. No engagement goes unattended.
- Meeting Recording & AI Notes: Record board meetings, executive check-ins, and strategy sessions. AI transcribes, summarises, extracts action items, and links everything to the right engagement. Walk out of every meeting with documented next steps.
- Unified Inbox — Every Channel: Email, Slack, LinkedIn, WhatsApp — every stakeholder conversation across every engagement in one view. Auto-linked to the right client and engagement record.
- AI-Powered Prospect Research: Define your ideal client — Series A startups needing a fractional CFO, mid-market companies seeking operational leadership — and let Sentia find qualified prospects with company details, funding data, and decision-maker contacts.
- AI Board Decks & Deliverables: Generate board meeting agendas, executive summaries, and strategic recommendations with one click. AI uses engagement context to produce client-ready documents tailored to each company.
- Company & Market Research: Research any company, industry trend, or competitive landscape with AI-powered web search. Get cited, real-time intelligence for board presentations, strategic plans, and client conversations.
- Practice Revenue & Utilisation Analytics: Track monthly recurring revenue, utilisation rate, engagement tenure, renewal pipeline, and revenue concentration. Visual dashboards for practice health — no spreadsheets required.
How Fractional C-Suite Executives Use Sentia+
- Morning: Your Daily Pulse across all engagements: Open Sentia+ and see today's meetings, deliverables due, follow-ups needed — across all client companies. Colour-coded by engagement so you know exactly where to focus.
- Before a board meeting: AI briefing: Ask Sentia to brief you on the company. Get the engagement timeline, last meeting actions, open deliverables, KPI status, and board agenda suggestions — in 10 seconds flat.
- During a strategy session: Everything captured: Record the meeting. AI transcribes, summarises decisions, extracts action items per stakeholder, and files everything under the right engagement. No manual note-taking.
- Between engagements: Seamless context switch: Finishing a call with Company A's CEO? Ask Sentia for the brief on Company B before your next meeting. Full context restored in seconds — no folder-hunting required.
- End of month: Practice review: See revenue per engagement, utilisation rate, upcoming renewals, and pipeline prospects. Know exactly where your practice stands and where to invest your business development time.
Software Sentia+ Replaces for Fractional C-Suite Executives
- CRM (HubSpot, Salesforce, Pipedrive)
- Project Management (Asana, Monday, Notion, ClickUp)
- Spreadsheets (Excel engagement trackers, Google Sheets)
- Calendar Apps (Calendly, Cal.com)
- Meeting Notes (Otter, Fireflies, Fathom)
- Lead Gen Tools (LinkedIn Sales Navigator, Apollo)
One workspace. One subscription. Everything handled for $75/month.
Frequently Asked Questions about Sentia+ for Fractional C-Suite Executives
Is Sentia+ built specifically for fractional executives?
Sentia+ is a Personal Operator that adapts to how you work. For fractional executives, its multi-engagement pipeline, AI briefings, and context-switching features are particularly powerful. Manage 3 clients or 10 — everything stays organised.
Can I separate different client engagements?
Absolutely. Each engagement has its own pipeline stage, contact list, meeting history, and deliverable tracker. AI briefings are engagement-specific. You'll never mix up context between clients.
How does it handle board meeting prep?
Ask Sentia to brief you before any meeting. It pulls engagement history, last meeting actions, open deliverables, and stakeholder context — then suggests agenda items. You can also generate board deck outlines and executive summaries.
Does it work for a solo fractional practice?
Sentia+ was built for individuals first. One fractional executive managing multiple engagements gets massive value. If you build a firm with other fractional partners, Enterprise tier adds team visibility and shared client management.
Can I import existing client data?
Yes. CSV import with smart field mapping handles contacts, companies, and engagement records. Migrate from HubSpot, Salesforce, or your current spreadsheets with duplicate checking.
How much does it cost?
$75/month for Sentia+ Individual — introductory price, will increase. Includes everything: unlimited engagements, AI assistant, email sync, calendar, meeting recording and transcription, pipeline, lead gen, analytics, and follow-up automation. Teams at $100/user/month with shared pipeline and team analytics. Enterprise at $200/user/month for firms.
Sentia+ Pricing for Fractional C-Suite Executives
Sentia+ Individual costs $75 per user per month — an introductory price that will increase. Teams plans start at $100/user/month, and Enterprise at $200/user/month. This includes unlimited contacts, AI assistant, email sync, calendar, meeting recording and transcription, pipeline management, lead generation, analytics, and follow-up automation. Integration add-ons (WhatsApp, Telegram, Instagram, Messenger) are $10 per month each.
What Fractional C-Suite Executives Say About Sentia+
I'm fractional CFO for five companies. Before Sentia, I spent Sunday nights prepping for Monday board meetings across all of them. Now I ask for a briefing and I'm ready in minutes. It's like having a chief of staff.
— Fractional CFO, 5 Active Engagements
The context-switching was killing me. Sentia keeps every engagement separate but searchable. I can switch between companies in seconds with full context. My clients think I only work for them.
— Fractional COO, SaaS Companies
I was losing prospects because I'd get busy with delivery and forget to follow up on new business. Sentia's pipeline and automated follow-ups fixed that. My practice is fully booked for the first time.
— Fractional CMO, Independent Practice