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For fractional executives

Spend your week on
the work you bill for.

ProofSites prepares the work around every engagement, keeps clients clear on what comes next, and turns finished work into proof future clients can check.

Request access See how it works

By request · $59/month, flat · cancel anytime

Built around your work, not a sales database. Nothing reaches a client or the public without your approval.

Today 3 All engagements Needs you
EngagementTypeOwnerStatus
  • ME
    Meridian Engineering8:02 AM

    Recap drafted from Friday's board prep session.

    Follow-up You
    Ready for approval
  • NH
    Northbay Health7:48 AM

    Client page updated with the Q3 cash model and decisions.

    Client page You
    Current
  • AL
    Atlas Logistics7:15 AM

    Next check-in proposed for Thursday, 10:30 AM.

    Scheduling You
    Handled
Current Updated 8:02 AM

Your expertise didn't change when you went fractional, but your support left.

Fractional work comes with a second job nobody puts in the engagement letter:

  • What needs your decision.
  • What you promised.
  • What you are waiting on.
  • What needs a follow-up.
  • What changed since the last meeting.
  • What to send next.
  • What to prepare before the next conversation.
  • What is overdue, unopened, or going quiet.
  • What each client needs to see now.
  • Who you said you'd get together with next month.
  • What deserves your attention today, and why.

How it works.

01 · Support

Your work becomes your support.

Send ProofSites what your work already produces. It prepares the follow-up, context, and next steps your support staff used to carry, then waits for you. Nothing new to maintain.

CAPTURE SORT WORKSPACE OUTPUT Nothing moves forward without your approval Forwarded email Client meeting Handwritten note + voice, files, cards, more Actions Client context Library Drafts YOUR REVIEW Nothing enters until you confirm it Confirmed Today's digest Client context Working history Reminders and nudges Source: “revised forecast by Friday” SECOND APPROVAL Scrubbed copy only Approved Original stays here Client page updated Approved work only Anonymized proof Approved before public
Capture

Email · Meeting · Notes · Voice · Files

↓

Sorted for you

Actions · Client context · Drafts

↓

Your review

Nothing enters until confirmed

↓

Today's workspace

Priority action · Client context · Draft ready

Source: “revised forecast by Friday”

↓

Second approval

Scrubbed copy only

↓

Client page

Anonymized proof follows the same approval

02 · Intelligence

Your work becomes useful intelligence.

ProofSites tells you what needs attention, who is worth your time, and why, from your own work and relationships.

ProofSites — Today
Today's intelligence

Prioritized from your work, relationships, and commitments

First today

Follow up with Dana Kessler

Why first: Relationship is going quiet and follow-up is still open.

Built from: CFO Forum note · follow-up draft · contact history

  • DK

    Dana Kessler Reach out

    Why: No reply since your CFO Forum follow-up.

    Relationship at risk
  • ML

    Marcus Lee Check in

    Why: Marcus referred Dana and has gone quiet.

    Referral partner
  • PS

    Priya Shah Worth meeting

    Why: Your work overlaps on post-acquisition finance integration.

    From your relationships
  • OR

    Operator Finance Roundtable Worth your time

    Why: Relevant to two active client priorities.

    From your work
  • DK

    Dana Kessler Show this proof

    Why: Relevant to the forecasting problem you discussed.

    Proof: Forecast process redesign

  • WC

    Working-capital lesson Draft from completed work

    Why: Repeated across completed engagements.

    Client details removed

From your work and relationships. No cold outbound.

What did Dana and I discuss at the CFO Forum?

You discussed a revised forecasting cadence.

Source: CFO Forum note, May 14

Reminders stay here. Nothing is sent for you.

It tells you why Drawn from your own work
03 · Clients

Give every client one clear place.

Your client opens one secure link, no login required: one place they can always check for what was done and what comes next. Nothing changes without your approval.

  • One secure URL
  • Not an email thread. More than a drive.
  • Stays current from approved work
  • The client sees clarity, not your admin
Client page

Northstar Holdings

Operating partnership · Q3

Current

Updated from approved work

What did we decide on vendors?
Connect my AI

Your client’s tools can read this page. Nothing beyond it.

Milestones
4 of 6 complete
Work in progress
Revised cash forecast80%
Vendor recommendation40%
Next meeting

Operating review · Tuesday, 10:30 AM

Documents

3 added this month · latest Aug 21

Engagement summary
The need

Northstar is scaling operations and needs forecasting discipline ahead of a Q4 raise.

How I help

13-week cash discipline, board-ready reporting, and a forecast process your team runs without me.

Relevant proof

Forecast process redesign · logistics company

Cash discipline ahead of a raise · services firm

Updated from the Aug 20 meeting

13-week cash flow modelUpdated Aug 21 · ReviewedOpenDownload
Board pack Q3 summaryUpdated Aug 19 · ReviewedOpenDownload
Vendor consolidation memoUpdated Aug 16 · ReviewedOpenDownload
Proposal · signed.pdfSigned Aug 2OpenDownload
Aug 20 · Q3 board prep

Purpose: prepare the Q3 board pack.

Key takeaways: monthly close by Oct 1 agreed; forecast holds under revised growth.

Action items: revised cash forecast by Friday; board dates from Northstar.

Next steps: operating review on Tuesday.

Aug 6 · Forecast working session

Purpose: build the forecast driver model.

Key takeaways: driver model v1 works; vendor costs still open.

Action items: refine vendor inputs; confirm growth assumptions.

Next steps: prepare the Q3 board pack.

Jul 23 · Operating cost review

Purpose: review operating costs.

Key takeaways: freight is the outlier; hiring can wait until Q4.

Action items: vendor shortlist; Q2 freight invoices from Northstar.

Next steps: build the forecast driver model.

Jul 9 · Kickoff

Purpose: align scope and priorities.

Key takeaways: cash visibility is the biggest gap; operating costs rising.

Action items: draft the 13-week cash model; vendor contracts from Northstar.

Next steps: review operating costs.

JB

Janet Bushell · Principal, Bushell IT Services

“You mentioned needing managed IT. I recommend Janet.”

8 verified outcomes · managed IT

linkedin.com/in/janetbushell · Intro available

EC

Elena Cruz · Fractional CMO

“For the brand discussion: Elena has led three mid-market repositionings.”

5 verified outcomes · brand repositioning

linkedin.com/in/elenacruz · Intro available

Signed · Aug 2

Executed copy saved to Shared files.

Scope: cash discipline, board reporting, Q4 raise readiness.

04 · Control

Everything prepared. You decide.

ProofSites prepares the decisions. You confirm what enters. You approve what leaves.

Decision queue

Needs your judgment

Prepared from your work

2 need you
Before it enters

Prepared from meeting notes

Source

“Sarah will send the revised model Friday.”

Proposed action

Sarah to send revised model

Due: Friday

Amount: ___ Not in source. Left blank.

Source line attached

Confirm Dismiss
Before it leaves

Client-page update prepared

Internal

Northstar Holdings

Sarah Chen · Finance lead

Revised model due Friday

Original stays here

External copy

Client

Finance lead

Revised model due Friday

Identifying details removed

Approve update Keep private

Client page changes only after approval

How your work stays controlled
Workspace entryRequires your confirmation
Client and public changesRequire your approval
External copiesIdentifying details removed
EngagementsKept separate

Original material does not move outward

You see decisions, not admin Your judgment is the last step Client pages change only when you approve

Let your work make the introduction.

“Trusted advisor” and “proven results” are free to say. A Verified Outcome shows what had to be earned.

Built from the work itself, each record says whether it is evidence-verified or client-confirmed. Clients stay as anonymous as they choose, and nothing publishes without your approval. We don't ask anyone to trust you. We let them check.

Permanent URLs let AI assistants find, read, and check the record. Or paste the link into any chat and say, “Check this.”

Each engagement can leave proof that keeps making the case after the work ends.

Verified Outcome

“Put a 13-week cash forecast in place before the financing process began.”

for a founder-led services firm

Client confirmed
Evidencepayments, meetings, supporting documents
Client confirmedAug 18, 2026
SealedAug 19, 2026
Public recordunchanged since sealing
Check this record

proof.site/o/1284 · permanent record

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