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Haney Strategy

For MSPs

Marketing and AI that scales the MSP you built.

Referrals and service-delivery excellence built a real book of business. The next layer of growth is a demand engine you can read, forecast, and aim at the contracts worth the most to you. I bring the marketing and AI motion that points it straight at MRR and higher attach, run by someone who already knows the model you operate on.

Book an Introductory CallSee all engagements

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.

What changes with leadership in place

What changes once the engine is running.

A repeatable marketing and AI motion changes what your growth depends on. These four shifts come first.

  1. A repeatable engine you can read

    New clients arriving on purpose, alongside the referrals that built you.

  2. Budget that follows what works

    The campaigns that land are clear, and the spend follows the results.

  3. A motion pointed at MRR and attach

    Sales and marketing aimed straight at recurring revenue and higher-value contracts.

  4. 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.Scaling it runs on senior marketing and AI leadership, owning growth the way you already own service delivery.

Jim Haney, AI Advisor and Fractional CMTO

Inside the MSP channel

I teach in this channel, and I have grown the number.

200+

MSP leaders trained on AI at IT Nation Connect, 2024 and 2025

I have taught MSP leaders how to put AI to work, in the rooms where this channel gathers. I know the MRR model and the service-delivery pressure firsthand, from years working inside this channel.

I was also part of the team at Novatech that grew IT services revenue from $8 million to $25 million, and then secured an exit. The managed-services growth story is one I have lived, not just advised on.

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, or sharpen the team already on it. Start where your decision sits, not where a package says it should.

  • Start here

    $5,500

    Strategic Roadmaps

    A two-week deep dive that tells you exactly where marketing and AI fit your MSP, and in what order.

    • Leadership interviews and a stack assessment

    • A prioritized plan, not a 40-page audit

    • Quick wins your team can run in the first 30 days

    See the Roadmap →

  • Go further

    From $5,500/mo

    Fractional CMTO Engagements

    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

    See the retainer →

  • Ship something

    Scope-based

    Scoped Project Work

    A fixed-scope build for when you already know what your MSP needs shipped.

    • Website rebuilds, CRM cleanups, AI workflow rollouts

    • Fixed scope, fixed timeline, fixed price

    • Shipped in 30 to 60 days

    See project work →

  • Level up

    Per session

    Workshops

    A focused working session for your team, virtually or on-site. I come in and level up the people doing the work, on the topics moving MSPs right now.

    • AI foundations, and marketing that uses AI well

    • LinkedIn profiles, social selling, and MSP lead generation

    • Buyer journeys, and getting found in AEO and SEO in 2026

    See the workshops →

From the channel

Trusted across the MSP channel.

Jim is one of the most forward-thinking marketing leaders I've ever worked with, combining deep marketing expertise, strong technical skills, and sharp business acumen. He has a unique ability to see the bigger picture and align strategies to deliver results that truly make an impact.

Billy Turner, SVP, Managed ServicesBilly Turner, SVP, Managed Services

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.

Bri Allen, Group Manager, Partner MarketingBri Allen, Group Manager, Partner Marketing
See more peer recommendations →

FAQ

Common questions

Do you only work with MSPs?
MSPs are a focus, not a fence. I work across SMB and mid-market B2B, and the channel gets extra fluency because I have spent years in it and know how your business actually runs: the MRR model, the service-delivery pressure, the vendor relationships. That context means less time spent explaining your business, and more spent fixing the growth problem.
We already have a marketing person or agency. Where do you fit?
Most MSPs I work with do, and I work alongside them, never over them. I bring the senior marketing and AI leadership, set the direction, make the calls on tooling, and give your marketing person or agency a sharper plan and a partner in running it. When it helps, I run point on the agency too.
Is our MSP big enough for this?
Yes. The Strategic Roadmap is a low-commitment way to start, and the retainer is sized to what your MSP actually needs. The work is the same caliber whether you are a smaller owner-led MSP or a larger one.

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.

Book an Introductory Call