For HR directors, VPs, and CHROs ready to go independent
You’ve run HR for someone else’s company. Now run a practice of your own.
The step-by-step playbook and done-for-you toolkit for HR leaders moving from W-2 to fractional. Pricing, positioning, proposals, contracts, and delivery, all built by a senior HR executive who knows what clients actually pay for.
Instant download. One-time purchase. Three options from $59.
You have the expertise. What you don’t have is the business side.
THE GAP
Corporate HR taught you to run a function. It didn’t teach you to run a practice.
You’ve built comp structures, cleaned up payroll, and led HR through acquisitions. Growing companies need exactly that, and most can’t afford a full-time CHRO.
But nobody taught you the other half of the job:
What do I charge? Hourly, project, or retainer, and how much without underselling 20 years of experience?
What exactly am I selling? “HR consulting” is too vague for anyone to buy.
Where do clients come from? Especially when you can’t announce it at your current job yet.
What paperwork do I need? Proposals, statements of work, contracts, NDAs, and invoices.
How do I deliver without drowning? Onboarding, assessments, and reporting that don’t eat your nights.
INTRODUCING
W-2 to 1099:
The Fractional HR Leader’s Playbook
A complete system for turning senior HR experience into a fractional practice. The playbook gives you the strategy. The toolkit gives you every document you’d otherwise spend months building from scratch.
Position
Pick a niche and an offer that small businesses understand and will pay for.
Price
Set retainer, project, and assessment pricing with confidence, using the built-in calculators.
Deliver
Onboard, assess, and report like a firm, with templates ready to brand as your own.
Built for HR leaders, by an HR leader
WHY THIS TOOLKIT
Built for HR, not generic consulting.
Every template uses HR offers and HR language: current-state assessments, comp structures, compliance reviews, and HR operations retainers.
The calculators have the formulas built in. The contracts, proposals, and reports are ready to brand and send.
Working files, not just advice.
See what finished work looks like.
Practice-in-a-Box includes a fully worked client assessment, from first call to final readout.
Made for leaders who are still employed.
Find your first clients quietly, without announcing anything on LinkedIn.
From download to your first client conversation
HOW IT WORKS
1
Pick your option.
Start with the Playbook, or get every template you need to launch.
2
Download instantly.
Organized folders and a Start Here guide tell you exactly what to open first.
3
Build your practice.
Choose your niche, price your offers, and send your first proposal using ready-made templates.
Everything you need to launch, in one download
WHAT’S INSIDE
One download, organized into folders that match each chapter of the playbook.
Nine chapters covering the fractional HR market, choosing your lane, building your offer, pricing, finding clients quietly, sales conversations, delivery, running the business, and working smarter with AI.
The Playbook: 75 pages
The Toolkit: 32 editable templates
Positioning (4): niche worksheet, ideal client profile, offer builder, capabilities one-pager
Pricing (3): pricing calculator, income replacement calculator, rate card
Pipeline (5): warm network tracker and emails, referral partner scripts and one-pager, pipeline tracker
Sales (5): discovery call guide, qualification scorecard, proposal, follow-up emails, objection handling
Contracts (5): consulting agreement, statement of work, mutual NDA, invoice, change order
Delivery (7): onboarding checklist, intake questionnaire, assessment framework, findings report, 30/60/90-day plan, monthly report, offboarding checklist
AI and business setup (3): AI prompt library, AI guardrails checklist, business launch checklist
Practice-in-a-Box bonus: The Assessment Delivery Kit
A fully worked HR assessment for a fictional company: the completed spreadsheet, a written findings report, a 13-slide client readout deck, and word-for-word scripts.
Built for experienced HR leaders, not beginners
WHO IT’S FOR
You’re an HR director, VP, or CHRO with 10+ years of experience
You want to go fractional, or build a side practice before you leave
You’d rather start with proven templates than build from scratch
This is for you if:
You’re breaking into HR for the first time
You want live coaching or a cohort program
You’re looking for a shortcut. This is a real business, and it takes real work.
This isn’t for you if:
Built by someone who’s sat in the seat
ABOUT THE CREATOR
Pivot to Fractional was created by a senior HR executive with 20+ years leading compensation, benefits, payroll, HRIS, and M&A integration across complex, multi-industry organizations.
She’s built pay structures, harmonized benefits after acquisitions, and run HR operations at scale. Along the way, she saw how many growing companies need that level of expertise, and how few can hire it full-time.
This playbook packages what experienced HR leaders need to offer that expertise as a fractional practice.
Growing companies need senior HR expertise. Most can’t hire it full-time. That’s exactly the gap a fractional HR leader fills.
PRICING
Choose your option
One-time purchase. Instant download. No subscription.
The Playbook
$59
Best for HR leaders deciding whether fractional is right for them.
75-page playbook, 9 chapters
Quick start guide
Fractional HR Pricing Cheat Sheet
MOST POPULAR
The Complete Toolkit
$129
Best for HR leaders ready to launch and land their first clients.
Everything in The Playbook
32 editable templates in 8 folders
Pricing and income calculators
Proposal, contract, NDA, and invoice templates
Assessment framework and report template
AI prompt library
Practice-in-a-Box
$199
Best for HR leaders who want to lead with a paid HR assessment.
Everything in The Complete Toolkit
Completed sample assessment and roadmap
Sample findings report
13-slide client readout deck
Scripts from first call to retainer
Frequently asked questions
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If you’re still deciding whether to go fractional, start with The Playbook. If you’re ready to launch, The Complete Toolkit gives you every template you need. If you want to lead with a paid HR assessment, Practice-in-a-Box shows you a finished assessment from start to finish.
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Yes. If you buy The Playbook, you’ll get a code to upgrade to The Complete Toolkit or Practice-in-a-Box for the difference within 30 days of purchase.
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No. It’s a downloadable playbook and template toolkit you use at your own pace. There are no videos to watch and no calls to book.
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The playbook is a PDF. The templates are editable Word and Excel files you can brand as your own, and they also open in Google Docs and Sheets. The readout deck in Practice-in-a-Box comes as PowerPoint and PDF.
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Yes. Many HR leaders build their practice on the side first, and the playbook covers how to find clients without announcing it publicly. Check your employer’s outside-work policy before taking clients.
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No, but it helps. The playbook walks you through choosing between a generalist and a specialist offer.
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It’s a fully worked example of a paid HR assessment for a fictional company: the completed spreadsheet, the written findings report, the client readout deck, and scripts for every conversation. It’s included only in Practice-in-a-Box.
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No. The company, names, and numbers are invented, so you can study and reuse the structure without any confidentiality concerns.
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No product can promise that. It gives you the strategy, pricing, and documents, so the business side doesn’t hold you back.
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No. They’re starting points. Have an attorney review them for your state and situation.
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Because the files are delivered instantly, all sales are final. If a file is missing, damaged, or won’t open, email hello@pivottofractional.com within 14 days and we’ll fix it or send a replacement.
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Right after checkout, you’ll get an email with your download link. Save your files right away.
Your experience is already the hard part.
READY TO START?
You’ve spent years building expertise that growing companies need. The playbook and toolkit handle the rest: what to offer, what to charge, and how to deliver it like a firm.
Not ready yet? Start with what to charge.
Get the free Fractional HR Pricing Cheat Sheet: common fee structures for retainers, projects, and assessments, plus the questions to ask before you quote a client.
FREE DOWNLOAD