Skip to main content
Haney Strategy

For Mid-Market Companies

Align the team you have around the growth number that matters.

You already have capable people, real data, active campaigns, and a sales process that works. The next level is not more disconnected activity. It is senior marketing, sales, technology, and AI leadership that connects the pieces, sharpens priorities, and turns day-to-day work into measurable progress.

What senior orchestration looks like

Four lanes, one motion.

You have the players already: marketing, sales, technology, and the number itself. Getting all four moving together is the work, and the seat I step into to own with you.

  • Marketing

    Driving hard toward its own goals.

    Pointed at one number.

  • Sales

    Closing the leads in front of it.

    One shared definition of a qualified lead.

  • Technology

    A capable stack, with more in it than anyone has had time to unlock.

    A stack that earns its license cost.

  • The P&L

    Each lane spending to its own plan.

    Everyone rowing toward the same number.

One motion

What changes with a conductor in the seat

What an aligned function gets you.

A conductor does not add headcount. It changes how the team you already have performs.

  1. A team aligned to one number

    Marketing, sales, and the P&L reading from one shared scoreboard, so every function compounds in the same direction.

  2. AI adopted across the team, not piloted

    AI in the workflows your people use every day, not a pilot still waiting on someone senior to carry it the rest of the way.

  3. The data you already collect, driving decisions

    Years of history in the CRM turned into the calls you make this quarter.

  4. A senior seat your director can escalate to

    A senior leader setting direction and owning the growth number, so the strong people you hired have a clear line to run at full speed.

What I believe

A capable team is not what holds a mid-market company back.What lifts the next level is senior orchestration: one leader connecting marketing, sales, technology, and the P&L, so the talent you already have plays in tune.

Jim Haney, AI Advisor and Fractional CMTO

Grounded where mid-market operates

Senior range, at your scale and above.

You are adding a senior seat alongside a team that already works. The range behind it has to match: marketing and technology leadership across companies from owner-led to Fortune 500, and hands-on with AI since the current wave began.

  • 26

    Years across sales, marketing, technology, and AI

  • 30

    Months of hands-on AI build experience

    As of June 1, 2026

  • MIT

    AI and Digital Transformation certificate

Ways to work together

How a conductor steps in.

Four engagements, each tuned to one job here: bringing a team that already works into one rhythm, at the depth your function needs now.

  • Start here

    $5,500

    Strategic Roadmaps

    A two-week deep dive that sequences where marketing and AI move your number, across the whole function.

    • Interviews across your team, plus a look at your stack and data

    • A prioritized plan your team can execute, not a 40-page audit

    • Quick wins in the first 30 days

  • Go further

    From $5,500/mo

    Fractional CMTO Engagements

    Senior marketing and technology leadership in your weekly cadence, orchestrating the team and owning the number.

    • Direction the whole function rows toward

    • AI adoption across the team, not a stalled pilot

    • Outcomes tied to pipeline and revenue

  • Ship something

    Scope-based

    Scoped Project Work

    A fixed-scope build for when your team already knows what needs shipping.

    • Website rebuilds, CRM cleanups, AI workflow rollouts

    • Fixed scope, fixed timeline, fixed price

    • Shipped in 30 to 60 days

  • Level up

    Per session

    Workshops

    A working session that levels up the team you already have, virtually or on-site.

    • AI foundations, and marketing that uses AI well

    • Applied AI for marketing, sales, and operations

    • Getting found in AEO and SEO in 2026

In their words

Built to lead across the whole function.

Jim has a very distinct blend of skills that are broad in scope and suited so well for a marketing organization. He can sit down with a sales leader and map out a strategy for an account, a team, or an entire region — and then go forward and execute on it. He is the guy you go to when you need something done right, done on time, done cross-functional, and done with a focus on originality.

Mike Dane, Marketing and Communications ExecutiveMike Dane, Marketing and Communications Executive

Jim is an innovator. He has the unique ability to communicate best practices that engage the organization and the community to listen to the message and implement them throughout. He is a leader among his peer group by collaborating and implementing new initiatives that achieve results.

Steve Bretschger, Global Salesforce Automation Process ExpertSteve Bretschger, Global Salesforce Automation Process Expert

FAQ

Questions mid-market leaders ask

Where do you fit with my marketing director or team?
Right alongside them, as the senior leadership your director can lean on and escalate to, never in place of them. I set the direction, make the calls on AI and tooling, and bring your team a sharper plan and a partner in running it. The people you hired are an asset I orchestrate and elevate, never displace. When it helps, I run point on the agency too.
Is this a replacement for a full-time CMO or CMTO?
It is senior marketing and technology leadership at a fraction of a full-time executive hire, sized to what the company actually needs, in your weekly cadence, and scaling as you grow. You get the leadership now, on a playbook I have run before, instead of a long search and a long ramp.
We already ran AI pilots. What is different here?
Pilots stall for almost everyone, because nobody senior owns adoption across the whole team. I drive AI into the workflows your people actually use every day, tied to the number, so it survives the quarter after the demo. The difference between a pilot and adoption is a leader who has carried it across an organization before.
Do you only work with mid-market companies?
No. I work across SMB and mid-market B2B broadly. Mid-market is where orchestration earns its keep, because there is a real team, real data, and real process to pull into one motion. If you have a capable function and a growth goal, the work fits, whatever your exact size.

Next step

Get the whole function in tune.

Give me an hour with the team and the number you are chasing, and I will show you where the lanes fall out of phase, and which one to align first.