AI advisory
& fractional CMTO leadership.AI advisory &
fractional CMTO leadership.
Built for SMB and mid-market companies.
Haney Strategy helps SMB and mid-market businesses turn the latest AI capabilities and proven marketing playbooks into measurable revenue growth.
Grounded across SMB, Mid-Market, and Fortune 500 environments, with deep experience in the office technology B2B channel.
All Signal. No Noise.
By the numbers
Proof, not promises.
- 26
Years across sales, marketing, technology, and AI
- 65+
LinkedIn recommendations from peers and clients
- 30
Months of hands-on AI build experience
As of June 1, 2026
- 200+
MSP leaders trained on AI at IT Nation, 2024-2025
The promise
Every plan tied to outcomes.
Across Fortune 500, mid-market, and SMB, I’ve seen the same pattern in every company: motion gets confused with progress. Marketing becomes a vending machine for sales tools, AI gets piloted in silos, CRMs fill up with activity but no insight, and somewhere along the way the work stops tying back to the question every leader is actually asking: how does this move the P&L?
The companies that break out of that cycle don’t need more activity. They need two things: clarity on what moves the needle, and the execution to deliver it. That’s what I bring. I spot the noise fast because I’ve watched it kill momentum across every kind of business. I know where the landmines hide. And I know how to walk straight down the path of signal.
I build the strategy, connect the words on the slide to the numbers on your P&L, and stay right there with you, sleeves rolled up, until it ships.
Jim Haney
Founder, AI Advisor & Fractional CMTO
Who I serve
I work across SMB and mid-market B2B.
A few I know from the inside, deepest with managed service providers and print technology dealers, plus private equity portfolios.
Does any of this sound familiar?
Most companies have plenty going on. They're just not sure any of it is working.
Customers won't stop asking about AI. You still don't have a real answer.
Customers are asking. Your team is poking at ChatGPT and Copilot. None of it has turned into a real strategy, a customer answer, or a service you can sell.
Your team has ChatGPT, Copilot, and three other tools. Your P&L hasn't noticed.
The tools are moving faster than your operating model. More experiments. More opinions. More meetings. Not enough decisions, shipped work, or real impact.
Marketing is busy. Sales is frustrated. Revenue is flat.
Your team is shipping campaigns, brochures, emails, events, content. The work feels scattered. Strategy, follow-up, attribution, and sales alignment haven't caught up.
Your margins keep getting thinner. Your recurring revenue still isn't filling the gap.
Margins are tightening. You want stronger recurring, better attach, a more durable model. Sales and marketing haven't caught up to the strategy.
Your dashboards are pretty. They're also lying to you.
The CRM is inconsistent. The website looks fine but isn't producing qualified demand. Search visibility is thin. Reports exist. Clarity doesn't.
You don't need another deck. You need outcomes that ship.
Outside help can bring real ideas. The gap is usually between recommendation and result. What closes it is execution that connects marketing, sales, systems, and leadership.
Sound familiar?
Work with me
Four ways to start
Senior AI, marketing, and technology leadership. Engage on retainer, or scope a single project, roadmap, or workshop. Pick what fits where you are right now.
The Flagship
Fractional CMTO Engagements
For when the work needs senior leadership, ongoing.
Senior AI, marketing, and technology leadership at your table, on retainer, without the full-time exec salary.
A senior leader driving the work, not just advising on it.
Or
Strategic Roadmaps
For when you're flying blind and need a real diagnosis.
A paid, two-week deep dive across your AI, marketing, and CRM. No surface-level audit, no generic templates.
Leave knowing exactly what to fix and in what order.
Scoped Project Work
For when you know what needs to ship.
Fixed scope, fixed timeline. Website rebuilds, AEO and SEO, CRM cleanups, and AI workflow rollouts.
Shipped in 30 to 60 days.
Workshops
For when your team needs to level up, fast.
Half-day or full-day, virtual or on-site. AI for marketing, sales, and operations, built around your stack.
Skills they can use Monday morning.
Not sure which fits? Let’s figure it out together →
“Jim's ability to combine strategic thinking with a deep understanding of customer needs has been instrumental. He is a lifelong learner who actively seeks out new trends and best practices, including leveraging AI tools to refine marketing strategies.”
Carl PottkotterVP of Technology at HarrowSignal Notes
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