Operational toolkit for fractional executives (CEO/CMO/CSO/CTO/COO/CFO): find and win clients (research, qualify, outreach, call prep, proposals), deliver and retain (status updates, decision reports, onboarding plans, renewal reviews, branded client reports), market yourself, and run the back-office of a solo practice.
Role-aware, works standalone, shell-free so it runs the same in your AI Code and your AI Cowork, anchored on a lightweight markdown practice workspace.
Skills 27 in the Claude listing
Fcxo book call Turn 'we should talk' into a held slot and a drafted reply: read the calendar, hold the time on your own calendar with no guests, and draft the message that proposes it. Fcxo brainstorm Interview the user relentlessly about a plan, decision, or offer, checkpointing every answer to a capture file so nothing is lost. Fcxo brand Set up or adjust the visual brand for a fractional executive's documents: accent color, logo, fonts, and billing details. Fcxo call prep Build a one-page prep before a discovery, sales, or client call: the objective, a tight agenda, the questions to ask, and the next step to land. Fcxo call summary Turn call notes or a transcript into action items, a follow-up email draft, and an internal summary. Fcxo case study Turn a finished or milestone-passing engagement into an anonymized, reusable win story that feeds proposals and posts. Fcxo decision report Build a board-ready decision memo (situation, options, recommendation, risks) framed in the user's role lens. Fcxo help List the FCxO Toolkit skills grouped by job, explain when to use each, and answer a stated goal with the right skill or the sequence of skills that gets there. Fcxo init First-time setup of a fractional executive's practice workspace. Fcxo invoice Generate a branded invoice for a fractional executive from an engagement and their billing details. Fcxo learn skill Turn a procedure into a reusable skill you can call with a slash command. Fcxo log message Record an incoming or sent message from a client or a lead (email, DM, note) into its communications thread. Fcxo new client Add a new client or engagement to a fractional executive's practice workspace. Fcxo onboarding plan Build a 30-60-90 plan (Diagnose - Design - Deliver) for a new engagement's first quarter, grounded in its actual scope and framed in the user's role lens. Fcxo outreach Draft personalized cold, warm, referral, or network-touch outreach in the user's own voice. Fcxo pipeline review Weekly pipeline and client-portfolio review for a fractional executive: prioritize leads, flag risks, and produce a short action plan. Fcxo post Draft or finalize a short professional post in the fractional executive's own voice, enforcing a voice and style guide that learns from feedback. Fcxo proposal Draft the proposal, SOW, or letter of agreement that converts a qualified lead into an engagement: the buyer's problem in their words, a concrete scope with clear edges, one price anchored to the user Fcxo prospect research Research a target company and decision-maker before outreach or a sales call, and produce an actionable brief tuned to the user's role. Fcxo qualify Qualify a lead for a fractional executive: assess fit, urgency, and budget, recommend an engagement shape, and give a go/no-go. Fcxo renewal review Prepare the renewal checkpoint for an active engagement: an evidence-backed results-vs-plan review for the client plus an honest internal read on whether and on what terms to renew. Fcxo reply Draft one reply inside an existing client thread, using only the logged thread as context and mirroring its tone and language. Fcxo report Render an existing document (proposal, report, deliverable) as a branded, self-contained HTML file beside its markdown, or compose the report first when none exists. Fcxo research form Build a short, typed questionnaire as a platform-neutral form spec ready to paste into any forms tool, or synthesize the responses once they come back. Fcxo setup template Give a document type its look, and keep the content template and the layout matched. Fcxo status update Draft a client's periodic status update from the workspace record - progress tied to engagement goals, explicit asks, risks - plus a private scope-creep check. Fcxo write sop Use when the user says write down my process, document this procedure, capture how I do this, turn this into an SOP, or I do this every week and want it on paper, AND when the user hands a bare goal w 