Settings and Defaults

Welcome to Fractional Tools

We are a distributed team of fractional CTOs, CPOs, and hands-on builders.

We learned early on that ‘clicks’ equal work. Many tools are built to solve too many problems, which means more work for us. We believe that setting defaults is the solution.

1. Set Your Annual Gross Income

This is your desired income for the year. It’s your goal and is not visible to anyone else. We recommend every fractional professional determine this value upfront.

Hint: Fractional Logic: You achieve what you measure.

2. Set Your Utility Rate

How much billable time do you expect to work? It’s rarely 100% unless you’re a robot. We recommend setting it to 40% for new fractionals and adjusting it as you gather real metrics.

3. Set Your Default Client Type

Set this to the client type you work with most frequently. For example, if you do more pro-bono work than anything else, set the default client type to ‘pro-bono’ to ensure all new auto-generated clients are set accordingly.

4. Set Your Default Bill/Work Rate

After your Annual Gross Income, this is the second most important default. The combination of your utility rate and bill rate will help determine your chances of reaching your Annual Gross Income.

Hint: If you were a hotel room, this would be the room’s rack rate. Set this to the rate you’re most comfortable offering to new clients. As you expand your client base, you can adjust this rate.

Test It Out!

Done setting up? Ready to see your default settings in action? Open your calendar, create a new event, and set the summary to W/New: Test of Defaults. The W/New: in the summary alerts the system to verify the client and, if needed, create it for you. Expect a new client welcome email and a link to review the client, configured by our AI using your defaults.