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Haney Strategy

For Office Technology & Print Dealers

Your installed base is your next growth market.

Your customers may know you for print, but your business now solves far more: managed IT, cybersecurity, workflow, and other recurring services. I help you package the story, activate the base, and build the marketing, CRM, and AI-assisted sales motion that expands accounts and creates net-new pipeline.

The base you already serve

A3 fleet

AI services

A4 fleet

Managed IT

Wide format

Cybersecurity

Production print

Professional services

Net-new

The accounts you don't own yet

  • The hardware relationship
  • The aftermarket it has always carried
  • New recurring categories
  • The net-new, not owned yet

Two plays

Executive endorsement

Understanding the industry from the ground up.

Jim knows this industry from the ground up, from print and managed services to IT, cybersecurity, infrastructure, and the fast-growing role of artificial intelligence in business today. His real gift is translation. He takes complex technology and turns it into a clear, compelling story that customers understand and invest in.

Anthony Lane

Anthony Lane

Former General Manager, Xerox Global IT Services

Verify on LinkedIn

Where dealer growth is moving now

The shifts every dealer principal is navigating.

The market is moving, and the dealers who grow are the ones who move with it. Here are the four shifts in play, and the opportunity inside each one.

  • Print is evolving

    A3 pages are declining while A4 grows, tariffs are moving OEM pricing, and hardware margins and the aftermarket feel all of it. Print is still active and still needed; your customers just buy it and use it differently than they did even two years ago. The win is a go-to-market built for the model print is becoming, not the one it was.

  • Your customer base is untapped

    You have years of trusted relationships, and that installed base is the warmest pipeline in the building. A real cross-sell motion is how it compounds, so every account hears the full story of what you can do for them now.

  • Recurring revenue is growing new categories

    Recurring revenue is nothing new in this channel: the aftermarket and service contracts have been the backbone of the model for decades. As print changes, that legacy stream gets augmented with new categories on the P&L, from AI and managed IT to other professional services, and the win is a marketing engine that sells every one of them.

  • Customers are asking about AI

    Customers and your own team are looking for a point of view on AI. Being the dealer in your market with a real, credible answer is a durable edge, and standing that up is exactly the kind of work I come in to own.

What I believe

Print built this business, and it still funds what comes next.The growth you want is already sitting in your MIF.

The relationships are the moat. A modern marketing and AI motion is the unlock, and the seat I fill.

Jim Haney, AI Advisor and Fractional CMTO

Manufacturer programs

I have run dealer campaigns across the major OEMs.

Years of manufacturer-funded campaigns for their dealer partners, built so the market development funds returned for the manufacturer and the dealer both. Across A3, A4, wide format, and production print.

Campaigns run across Ricoh, Xerox, HP, Canon, Sharp, Konica Minolta, Kyocera, Epson, Brother, and Zebra.

And the systems you run on

I also work in the CRMs that run dealerships day to day, including the ones built for this channel: Salesforce, Agent Dealer, HubSpot, and SalesChain.

Ways to work together

How we put marketing and AI to work on your MIF.

Where a dealer principal starts depends on the call in front of you, but every path points at the same number: more wallet-share and recurring revenue out of the base you already serve.

  • Start here

    From $199

    per sales professional

    Power-Ups

    Working sessions that power up your sales team: how they look when a prospect looks them up, then the outbound that grows net-new logos and wallet share. A defined-standard build makes sure your dealership is found in the first place.

    • The LinkedIn Profile Power-Up: $199 per sales professional, no minimum

    • The AI Prospecting Power-Up: $499 per sales professional, everything included

    • The AI Search Power-Up: $12,000 all-in, about five months end to end

  • Go further

    From $7,500/mo

    12-month term

    Fractional CMTO

    Senior marketing and technology leadership in your dealership's weekly cadence, owning the growth number.

    • A senior leader setting marketing and AI direction

    • Execution alongside your team, not just advice

    • Outcomes tied to recurring revenue and pipeline

  • Rebuild the front door

    From $25,000

    all-in · Blueprint credits

    Website Rebuild

    Your MIF base and your net-new prospects start in the same place now: the website and the AI answers around it. A ground-up rebuild for the buyer journey and AI search, mapped and priced by a $5,000 Blueprint first.

    • The Blueprint: every buyer question mapped to a page, plus the exact build quote

    • Copy written for the buyer's questions, from managed IT to production print

    • Launch engineering so no search equity dies in the move

FAQ

Common questions

What is a fractional CMTO?
A Chief Marketing and Technology Officer you bring in for a fraction of every week, at a fraction of the cost of a full-time executive: one senior seat that owns your marketing strategy and the technology and AI that power it. For a dealer, that means the growth motion in your installed base, the net-new push, and the technology behind both live with one accountable leader, 10 dedicated hours a week.
Do you only work with print technology dealers?
Dealers are a focus, not the whole book. I work across SMB and mid-market B2B, and the dealer channel gets extra depth because I have spent years in it, from print and imaging to managed services. I know the margin pressure, the recurring-revenue work, and the vendor dynamics, so we spend the time on your growth, not on background.
We are diversifying into managed services and IT. Can you help market that?
Yes, and that is exactly the kind of work this is built for. Adding services is the easy part. Getting your market, and your own customer base, to see the dealership as more than the hardware is a marketing and positioning problem, and that is the work. Part of it is honest segmentation: a copier base skews toward smaller accounts, managed IT economics reward larger endpoint counts, and the fit decides which accounts hear the managed IT story and which recurring services, from cybersecurity to video security and access control, fit the rest. It is work I have done firsthand: I ran Managed IT Services marketing for Xerox globally, across the US, Europe, and Canada, and as VP of Marketing at Novatech I led the marketing behind growing managed services and IT revenue from $8 million to $25 million.
Our copier reps and our IT reps don't cross-sell each other. Can marketing fix that?
It is the most common structure in the channel: a dealer adds managed IT, often by acquiring an MSP, brings on dedicated IT sellers, and the two teams end up running parallel races. Neither wants to slow their own deal to carry the other's, and the cross-sell rides on the few major-account naturals who can sell it all. You cannot build a growth number on unicorns. So I build the marketing motion to do the heavy lifting before a rep ever walks in: one growth story for the whole dealership, campaigns that warm the base account by account, and AI-assisted tools that put the other team's talk track in every rep's hands. Your reps keep selling what they sell best, and the marketing makes the whole book work harder.
Do you know the CRMs dealers actually run?
Yes, hands-on, including the systems specific to this channel: Salesforce, Agent Dealer, HubSpot, and SalesChain. So a CRM cleanup, a reporting build, or a new marketing motion does not start with me learning your stack. It starts with the work.
We already have a marketing team. Where do you fit?
As an embedded leadership resource, working alongside the team you already have. I help set and guide the marketing and AI strategy, then stay in the execution with you, sleeves rolled up and engaged. I am not a replacement for your marketing people. I add senior marketing and technology leadership so the strategy and the execution move together.
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Next step

Find the recurring revenue in your installed base.

Start with your services mix and where the recurring revenue can grow fastest, and I will show you the two plays in front of you: more wallet-share out of the base, and the net-new waiting in your market.