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SA MediaSA MEDIA

Case Studies / Flo100

B2B Services2026

Flo100

Fractional CMO leadership for Toronto's executive events community: a 22-procedure marketing and outreach operating system, live within 14 days, that lifted invitation reply rates 5x.

Flo100 brand cover: building the largest in-person community

BY THE NUMBERS

5x

Invitation reply rate

From 2% to 10%

~10x

Search click-through

Roughly 1,000% lift

22

SOPs delivered

Five sections, outreach to reporting

14 days

Kickoff to live library

From first working session to a team running on it

OVERVIEW

Flo100 is a Toronto community and events platform built for senior executives and professional creators. Members join free for in-person perks and invitation-only rooms, and enterprise clients pay for roundtables and flagship experiences that put them in front of the decision-makers they want to reach, all orchestrated by the company's own matching engine, Flo100 OS. SA Media stepped in as Fractional Chief Marketing Officer in August 2026 to give the marketing function senior direction and turn a founder-led outreach effort into a documented, repeatable system: a five-section SOP library covering outreach, vetting, tooling, perks, and client reporting, plus a cleaned-up set of brand assets the team could finally use outside Canva.

THE BRIEF

Flo100 had momentum and a sharp point of view on the market, but its growth engine lived in the founder's head and inbox. Outreach for a single event meant hours of hand-written emails, the process knowledge was spread across calls, decks, and an intern pack, and a new cohort of interns was about to join. The logo only existed inside Canva. The brief was to bring senior marketing leadership into the business: codify how Flo100 finds, invites, vets, and reports on the executives in its rooms, give every process an owner and a status, and create a single source of truth the team could onboard from, all without slowing the business down.

OUR APPROACH

  1. 01

    Immersion before documentation. We started with a strategy call, a team introduction, and a 157-minute in-person working session with the founder and team, then combined those sessions with the company deck, messaging, positioning, and intern materials. Eight inputs became one operating picture of how Flo100 actually wins a room, from the first client brief to the final report.

  2. 02

    An outreach engine, written down step by step. Section one of the library codifies the outreach engine end to end: ICP intake built on a two-layer data model, target list building, AI cleanup and exclusion passes, enrichment with credit discipline, a ten-step invitation email structure, a two-person review gate before any send, staggered sends with a persona-level feedback loop, follow-ups, deliverability, and reply handling. The rebuilt invitation framework lifted reply rates from 2% to 10%, and search click-through rose roughly tenfold.

  3. 03

    Status codes that tell the truth. Each procedure is marked LIVE, PROVISIONAL, or PENDING BUILD, so the team knows what to follow exactly, what to pressure-test, and what is agreed but still waiting on tooling. Open decisions, from the choice of sending tool to the membership launch, were logged in a single appendix for the founder rather than buried in chat threads.

  4. 04

    Membership, reporting, and brand foundations. The library extends past outreach into perk partner sourcing and approval, member announcement campaigns, client reporting designed as the company's strongest retention asset, and the team's working rhythm. Alongside it, we extracted and cleaned up the Flo100 logo into light, dark, and mark-only variants, and proposed a brand line reconciling the company's scale story with its exclusivity story: the largest network, the smallest rooms.

ENGAGEMENT PROFILE

Scope
Fractional CMO and a 22-procedure marketing and outreach operating system
Timeline
14 days from kickoff to a live library
Governance
Every procedure marked live, provisional or pending build, with open decisions logged
Risk controls
A two-person review gate before any outreach is sent

SERVICES DELIVERED

Fractional CMO AdvisoryMarketing and Outreach SOP Library (22 Procedures)Master Operations Manual (Word, PDF, and Markdown Source)Outreach Email Framework and Review GateClient Reporting FrameworkPerks and Membership Process DesignBrand Asset Extraction and CleanupTeam and Intern EnablementFounder and Team Working SessionsICP Intake and Target List BuildingAI Data Cleanup and Exclusion PassesContact Enrichment WorkflowTen-Step Invitation Email StructurePerk Partner Sourcing and ApprovalMember Announcement CampaignsSearch Click-Through OptimisationDecision Log and Status-Code System

KEY RESULTS

5x

Reply Rate on Executive Invitations

From 2% to 10% after the email rebuild

~10x

Search Click-Through

Roughly 1,000% lift

22

SOPs Written and Delivered

Across five sections, from outreach to delivery

14 Days

From Kickoff to Live Library

All 22 SOPs written, reviewed, and adopted by the team

THE SOP LIBRARY

SOP library: 22 procedures. One operating system.

Every repeatable part of the business, written down step by step and marked live, provisional, or pending build, so the team always knows exactly how the work gets done.

Outreach Engine

11 SOPs
  1. 01Client event brief and ICP intake
  2. 02Target list building
  3. 03AI cleanup and exclusion pass
  4. 04Enrichment and credit discipline
  5. 05Campaign email build
  6. 06Two-person review gate
  7. 07Staggered send and feedback loop
  8. 08Follow-up sequence
  9. 09Deliverability, inbox warming, and compliance
  10. 10Reply handling and application send
  11. 11LinkedIn VIP double touch

Vetting

2 SOPs
  1. 12Application review and vetting
  2. 13Deduplication and send coordination

Learning

1 SOP
  1. 14Campaign retrospective and template archive

Build

2 SOPs
  1. 15Automation build discipline
  2. 16Tool and account provisioning

Perks

4 SOPs
  1. 17Perk partner sourcing and qualification
  2. 18Perk card drop and meeting
  3. 19Perk submission review and approval
  4. 20Perk drop announcement campaign

Delivery

1 SOP
  1. 21Client reporting

Team

1 SOP
  1. 22Working practices: meetings, deadlines, and comms

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