For MSPs
Marketing and AI that scales the MSP you built.
200+MSP leaders trained on AI at IT Nation Connect, 2024 and 2025
Referrals and service-delivery excellence built a real book of business. The next layer is a demand engine you can read, forecast, and steer toward MRR and higher attach, run by someone who already knows the model you operate on.
No ramp-up on your stack
I already know the platforms MSPs run on, so the work starts with the work, not with me learning your tools.
Hands-on across the platforms and security stack MSPs run on, including ConnectWise, SentinelOne, Huntress, Fortinet, KnowBe4, Microsoft, Apple, Dell, HP, VMware, Cisco OpenDNS, Duo, Apptega, Phin, ID Agent, AutoElevate, Evo Security, CyberHawk, and Exium.
From the channel
Trusted across the MSP channel.
Managed IT from $8 million to $25 million, and a private equity exit. Told by the President who ran it.
MSP Founder and Owner, Former President of Novatech
Jim led marketing at Novatech while I was President, and I had a front-row seat to how he works. Together we scaled managed IT from $8 million to $25 million on the way to a private equity exit.
Jim is the best marketing mind I have ever known, and a true student of his craft. As we acquired companies across the country, he brought each of them into a single brand and story that customers understood. From marketing to technology and now AI, he puts all three to work driving the buying cycle.
Jim understands the MSP business model, the margins, the sales cycle, and the customer. If I were still running my MSP, he would be my first call.
“His knowledge of fusing AI into marketing strategies is truly impressive, and his expertise shines through in every session. What sets Jim apart is his genuine kindness and willingness to go the extra mile.”
“Jim's expertise in AI and marketing is exceptional. He has successfully integrated AI into marketing workflows, enhancing efficiency and maintaining the human element in AI-driven processes. His ability to keep the human voice and creativity central to AI-driven content truly stood out.”
What changes with leadership in place
What changes once the engine is running.
Four shifts come first.
A repeatable engine you can read
New clients arriving on purpose, alongside the referrals that built you.
Budget that follows what works
The campaigns that land are clear, and the spend follows the results.
A motion pointed at MRR and attach
Sales and marketing pointed straight at recurring revenue and higher-value contracts.
An AI point of view clients stay for
A clear answer when they ask what AI means for them, so it is a reason they stay.
What I believe
Referrals and hard work build a strong MSP.Growth needs an owner, the way service delivery already has one.
Senior marketing and AI leadership is that seat, and the seat I fill.
Jim Haney, AI Advisor and Fractional CMTO
Ways to work together
Pick the entry point that matches your next move.
Each one answers a different decision: map the plan, run it with you week to week, ship one defined build, sharpen the team already on it, or train one team until its real work runs with Claude. Start where your decision sits, not where a package says it should.
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 outbound built for how MSPs actually hunt. A defined-standard build reaches the prospects no referral network ever will.
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 MSP'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 MRR and pipeline
Train one team on its real work
$6,500
per team · four weeks
Claude Team Training
The writing around the work never stops in an MSP: ticket notes, client updates, QBR packs, follow-ups. Four weeks with one team, service or sales, rebuilding that output to run with Claude, Anthropic's AI assistant, with a person signing off before anything reaches a client.
Built by your people in plain English, around the tools they already run
Documented so it holds through churn and new hires
Ends with the team demoing its own work, running, to you
Rebuild the front door
From $25,000
all-in · Blueprint credits
Website Rebuild
Even a referred buyer checks the website and the AI answers before the first call. A ground-up rebuild for the buyer journey and AI search, with a $5,000 Blueprint producing the exact quote before the build.
The Blueprint: the buyer-question map, current-site grade, and fixed build quote
Built to the same seven-part standard the AI Search Power-Up grades against
Day-one ownership: your repository, hosting, domain, and analytics
FAQ
Common questions
What is a fractional CMTO?
Do you only work with MSPs?
We already have a marketing person or agency. Where do you fit?
Is our MSP big enough for this?
How I think about this work.
Next step
Point your growth at MRR and attach.
Show me how growth comes in today and where the biggest MRR and attach opportunities sit. I will map the first moves to a pipeline you can actually forecast.