Access to a Full C-Suite

MEMBERS CAN ASSIGN NEW PROJECTS IN THE MEMBERSHIP PLATFORM 24/7.

Our members can simply log into the membership platform to create a new project. Our team will review the project and provide you with an estimate within 1 business day. The estimate will include the cost and timeline associated with the project.

WE RECOMMEND SENDING ANY HIGH-LEVEL, STRATEGIC REQUEST OR QUESTION THAT WILL AFFECT YOUR ENTIRE BUSINESS.

Our CFOs, COOs, CIOs, and CMOs can help you with department-specific questions as well as cross-department questions. Our teams often collaborate to provide you with the best answer for your current goals and needs.

OUR MEMBERSHIP ADVISORS ARE HERE TO HELP YOU REVIEW YOUR GOALS AND IDENTIFY NEXT STEPS FOR YOUR BUSINESS.

Our members often come to us with problems and are unsure about which C-level executive will help them develop creative solutions. Here’s the secret: most problems require collaboration between multiple consultants! That’s where our team comes in. Simply send our membership advisors a message with your questions and goals, and we can create projects to develop solutions for your business.

ALL PROJECTS ARE ORGANIZED IN YOUR MEMBERSHIP PLATFORM.

When you log into your member account, you will see two types of project areas: active projects and project estimates. Active projects have been approved by you and our team is actively working on them. View all project activity and access all project details within the project itself.

Project estimates have been recommended by our team; we are not actively working on them. You can review the estimate, ask questions within the project estimate, and approve or disregard each estimate.

All of the consultants on our team have at least 10 years of experience in their specialization.

We hand-select the best executive consultants to join our team. Our team members, like our members, are geographically dispersed across the U.S.

AS A MEMBER, YOU HAVE UNLIMITED ON-DEMAND ACCESS TO OUR RELATIONSHIP MANAGER. OUR RELATIONSHIP MANAGER HELPS YOU GET THE MOST OUT OF YOUR MEMBERSHIP.

If you are ever unsure how to best use your membership – such as which C-level executive to work with first – let us know. Send us your questions, concerns, goals, and requests, and our relationship manager can help point you in the right direction.

PRIOR TO BEGINNING WORK, WE DOCUMENT YOUR BUSINESS IN A MEMBER PROFILE.

This member profile allows us to establish a deep understanding of your business from the start of your membership, including your business offerings, positioning, audience, branding, and messaging. Our entire team references this member profile when working on your projects.

OUR MEMBERS PRIMARILY COLLABORATE DIRECTLY WITH THE TEAMS WORKING ON THEIR PROJECTS IN OUR MEMBERSHIP PLATFORM.

In our membership platform, you have direct access to our team, which means you can assign projects, review project estimates, view project details in real-time, and collaborate with our team.

You can collaborate via text-based updates, as well as via video. Our membership platform offers an in-platform video recorder that only records your voice and screen – never your camera – so you can collaborate without a dress code.

We find that this asynchronous communication structure works well for busy professionals who value transparency and efficiency, and don’t rely on face-to-face or phone meetings to collaborate.

Our members can also schedule real-time meetings via phone and screen share upon request.

OUR MEMBERS CAN SCHEDULE PHONE MEETINGS IN THE MEMBERSHIP PLATFORM.

Most of our members prefer to use asynchronous communication in the membership platform – using text-based and video messages – instead of scheduling phone calls for every request and question. This saves you time, since you can send a message 24/7/365 and receive a response within about 1 business day. This process is typically much faster than coordinating busy schedules for a synchronous meeting.

However, we understand that some projects require real-time collaboration. Our members can request a phone meeting in a project at any time. The meeting will use screen share.

OUR MEMBERS APPROVE ALL PROJECTS BEFORE WE BEGIN WORKING. OUR MEMBERS CAN ALSO MONITOR PROJECT PROGRESS IN REAL-TIME IN OUR MEMBERSHIP PLATFORM.

Our team scopes each project individually to provide hour and timeline estimates based on the project details. When a member approves a project, they are approving the project details and estimate. We only work on projects our members have approved.

Our members have 24/7 access to a real-time view into our team’s project activities. They can see project updates and hours clocked in real-time.

YES. ALL PROJECT WORK IS INCLUDED IN YOUR MEMBERSHIP AND IS OWNED BY YOU.

This includes recommendations, documents, and source files.

We never withhold files from our members. We believe the practice of withholding files is morally wrong and is a disservice to ethical businesses everywhere.

WHEN YOU ARE LOGGED INTO YOUR ACCOUNT, CLICK “VIEW MY MEMBER PROFILE” AND THEN “ACCOUNT DETAILS.”

Then click “Reset Your Password.” You will receive a password reset link to the email address on file.

YES. DEPENDING ON YOUR MEMBERSHIP PACKAGE, IT MAY INCLUDE 1 OR 3 BRAND ACCOUNTS.

You can add an additional brand on top of what your package includes for $200. There is no limit to the number of brands you add.

WHEN YOU ARE LOGGED INTO YOUR ACCOUNT, CLICK “VIEW MY MEMBER PROFILE” AND THEN “SWITCH BRAND” NEXT TO YOUR BRAND NAME.

From there, you can switch to any of your other brand accounts or add a new brand account.

YES, WE ENCOURAGE YOU TO SHARE YOUR BRAND ACCOUNT WITH RELEVANT COLLEAGUES AND STAKEHOLDERS.

Adding another user allows them to collaborate in the brand accounts you add them to – and its projects.

To add another user to your account, click “view my profile” and then “account details.” Under “manage users,” you can add a new user or add a user who is already associated with another brand. Be sure to include a first and last name, email address, password, and user permissions.

Tip: Administrators can adjust billing details and invoices. Standard users cannot.

SINCE OUR MEMBERSHIP PACKAGES PROVIDE TIERED DISCOUNTS BASED ON MONTHLY HOUR VOLUME, UNUSED PROJECT HOURS DO NOT CARRY OVER.

We recommend choosing the membership package that is best suited for your anticipated project volume. This helps you maintain the lowest effective hourly rate for your projects while helping our team anticipate workload each month and ensure that our project execution is of exceptionally high quality.

You can also change your membership package at any time if your project volume needs change. All membership updates are immediately applied to the next billing cycle without penalty.

AT SHAREDCXO, WE OFFER LOW-RISK, FLEXIBLE TERMS. YOU CAN CANCEL YOUR MEMBERSHIP AT ANY TIME, FOR ANY REASON, WITHOUT PENALTY.

We understand that businesses need to do what’s best for their team and finances. That’s why we give our members the option to cancel their membership at any time without penalty.

It is also important for our team to have stable relationships with our members. To discourage members from frequently stopping and starting their membership, if you cancel membership, you also agree to wait at least six months to restart.

EVERY BUSINESS – AND ITS NEEDS AND GOALS – ARE UNIQUE, WHICH IS WHY WE USE A PROJECT ESTIMATE PROCESS WHERE OUR MEMBERS APPROVE PROJECT DETAILS AND COSTS BEFORE WE BEGIN WORK.

Our members pay the same hourly rate (depending on their membership package) for any project type, whether it calls for CFOs, COOs, CIOs, CMOs, or a combination of executive consultants with different specializations.

When you assign a new project to our team, you can include details about when you need the project completed. Before beginning work, our team will collaborate with you to ensure that the deadline is appropriate for the project scope and we will add allocated hours for the project scope as well.

You approve all projects before our team starts working, so there are never any billing surprises.

YES. WE OFFER A 5% DISCOUNT FOR ALL REGISTERED NON-PROFIT ORGANIZATIONS.

Our team respects the work that non-profit organizations do and we enjoy supporting them.

Please sign up for membership and mention your non-profit status during your new member orientation call to redeem this discount. Once confirmed, a 5% credit will be automatically applied to your initial membership fee and all subsequent invoices.

YES, WE OFFER A WHITE-LABEL PROGRAM FOR CONSULTANCIES THROUGH OUR PARTNER PROGRAM.

If you would like to learn more about how we can help expand your service offerings while you keep your clients, contact us.