Services
Four ways to bring AI + Marketing + Technology leadership.Four ways to bring
AI + Marketing + Technology
leadership to your table.
Pick the engagement that fits where you are right now. Retainer when you need AI, marketing, and technology leadership in your weekly cadence. Roadmap when you need a clear plan. Sprint when you know what needs to ship. Workshop when your team needs to level up.
Built for SMB and mid-market B2B companies. Senior AI, marketing, and technology leadership, scoped to where you are.
Pricing posted
Every price is on this page. The only number that needs a conversation is Sprint scope. That’s it.
Work with me
Four engagements. Pick yours.
Each one solves a different “I’m here right now” moment. Engage on retainer for ongoing leadership, or scope a single Roadmap, Sprint, or Workshop when you know what you need.
The Flagship
Fractional CMTO Retainer
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. I sit in your leadership cadence and roll up my sleeves alongside your team. A doer, not just an advisor. 26 years of proven playbooks, applied to what actually moves your P&L.
| Commitment | Monthly | Total |
|---|---|---|
| 3-month | $7,500/mo | $22,500 |
| 6-month | $6,500/mo | $39,000 |
| 12-month | $5,500/mo | $66,000 |
3-month minimum. Month-to-month after that.
What you walk away with
A senior leader in your weekly leadership cadence, owning outcomes
Strategic direction across AI, marketing, and technology initiatives
Direct execution alongside your team, not just advice
A standing seat at the table for decisions that matter
Measurable outcomes tied to P&L correlation, agreed up front
Or
Special offer
Continue with a 6- or 12-month Fractional CMTO retainer after the Roadmap and the full $5,500 fee is credited back into your engagement. The Roadmap pays for itself.
Strategic Roadmap
For when you need a real diagnosis before you act.
$5,500
Fixed price · 2 weeks
A two-week diagnostic across the six disciplines that move revenue. You leave with a polished analysis and a prioritized blueprint — ready to run internally, hand to an agency, or continue with Haney Strategy.
What gets diagnosed
AI
Strategy, adoption, governance, risk
Marketing
Demand, channels, message-market fit
Technology
Stack maturity, gaps, integration risk
Data
Workflows, reporting confidence, lineage
CRM
Hygiene, segmentation, automation health
Sales enablement
Motion, plays, revenue operations
What you walk away with
| Deliverable | Detail |
|---|---|
Polished analysis | Executive-grade write-up across all six disciplines. Built for the C-suite, not a 40-page audit. |
Prioritized blueprint | Recommendations sequenced by impact and effort, with owners and timing called out. |
Live working sessions | Walk-throughs with your leadership team so the plan lands with the people who run it. |
Once the Roadmap delivers · Three paths forward
- 01
Continue with Haney Strategy
Springboard into a Focused Project Sprint or a 6- or 12-month Fractional CMTO retainer with the same operator who diagnosed the work. Continuity from day one.
- 02
Execute internally
Hand the blueprint to your team and run with it. Self-sufficient by design — no Haney Strategy follow-on required.
- 03
Provide to your agency or partner
Use the Roadmap as a written scope of work for your existing agency, consultant, or new partner. The prioritization and sequencing are theirs to execute against.
Project Sprints
For when you know what needs to ship.
Tailored to scope
Quoted after Discovery. Fixed price for the agreed scope.
Fixed scope, fixed timeline, fixed price. Senior execution on a defined build, scoped together after a discovery conversation. The work ships when we agreed it would, with the outcome we agreed to.
Common sprint examples
Website refresh
- NEW MESSAGING
- AEO + SEO TUNE-UP
- VISUAL POLISH
Full website rebuild
- IA + COPY
- AEO + SEO
- STRUCTURED DATA
HubSpot / CRM rebuild
- DATA HYGIENE
- SEGMENTATION
- LIFECYCLE AUTOMATION
AI-augmented sales rollout
- LINKEDIN OUTREACH
- PROSPECTING
- CRM WORKFLOW
AI-augmented marketing rollout
- CONTENT ENGINE
- PROMPTS LIBRARY
- GOVERNANCE
Demand-gen and lifecycle funnel
- PAID + CONTENT
- NURTURE
- ATTRIBUTION
Custom AI + internal build
- AI AUTOMATION WORKFLOWS
- AI AGENT BUILDS
- AI AGENT SKILLS
- PRICING TOOL
- QUOTING / PROPOSAL APP
- LIGHTWEIGHT CRM
- INTERNAL DASHBOARDS
- SYSTEM INTEGRATIONS
How a Sprint runs
- Discovery
Free 30-minute conversation to surface the scope worth shipping.
- Scope
Written proposal — deliverables, timeline, and fixed price.
- Build
Senior execution, weekly check-ins, no padded estimates.
- Ship
Delivered in 30 to 60 days. Outcome owned, not just shipped.
Workshops
For when your team needs to level up, fast.
From $3,500
Per session · Virtual or on-site
Half-day or full-day sessions, virtual or on-site. Each workshop is built around your team's context — your tools, your motion, your buyers — with materials and frameworks they keep. They walk out Monday-morning ready.
Workshop menu
Click a category ↓
AI fluency for the operators making the decisions.
AI Readiness Workshop
Where AI fits across marketing, sales, and ops — and where it doesn't.
AI for Marketing
Prompts, content engines, governance, and the workflow shifts that matter.
AI for Sales
Prospecting, research, and the AI-augmented sales motion.
AI for Leadership
Strategy, risk, and the questions every exec should be asking.
Pricing
Virtual
Half-day
$3,500
Full-day
$7,500
Up to 50 seats per session
Materials and frameworks included
On-site
Half-day
$7,500
Full-day
$12,000
Plus travel and accommodations, billed at cost
Up to 50 seats per session
Materials and frameworks included
Larger cohorts: scoped individually.
Multi-day workshops and custom curriculums: scope-based, quoted on request.
Recommendations
What working with me looks like.
Jim brings an impressive mix of marketing, business, and sales acumen to his role. He knows what it takes to motivate those around him and has consistently led by example. Jim's creativity is second to none — he elevated our marketing and visual communications portfolio to a completely new level.
James Curry, Director of Information Technology at VITALSpaceJim is the true definition of an insightful, innovative, relevant marketer. He is very well respected.
Suzanne Payer, Vice President of Enterprise Sales at Esquire Deposition SolutionsJim is the guy you go to when you need something done right, done on time, done in a cross-functional way, and done with a focus on originality.
Mike Dane, Former VP of Marketing at Flex Technology GroupFAQ
Common questions.
How much of your time do I actually get?
Each engagement has its own cadence and depth.
Workshops are scoped to the day. You get full focus on the agreed format, deliverables, and follow-up materials.
Project Sprints are scoped to the deliverable. The work is done when what we agreed to build is in your hands.
Strategic Roadmapping is a focused two-week sprint across AI, marketing, CRM, and the systems that move revenue for your business.
The Fractional CMTO retainer puts me in your weekly leadership cadence. Weekly calls, weekly milestones, and weekly deliverables. The focus is driving measurable business outcomes, not counting hours toward a minimum or against a cap.
What’s the minimum engagement length?
The Fractional CMTO retainer has a three-month minimum. After the minimum is fulfilled, it shifts to month-to-month at the rate you locked in.
If you started on the 12-month plan, you stay at the 12-month rate going forward. If you started on the 6-month plan and decide to extend by another six to reach a full year, the rate drops to the 12-month level for the rest of your engagement. Whatever your most recent commitment level is, that’s the rate you keep.
The structure is built to reward longer commitments without penalizing shorter ones.
Strategic Roadmaps, Project Sprints, and Workshops are scoped to their own timelines and don’t carry minimums.
Do you work with my existing team, or replace anyone?
I work with your existing team. I can also work alongside any agencies or consultants you have in place, and run point on them when that’s useful.
The role is leadership and execution combined. I drive direction, decisions, and senior-level execution alongside your team. I roll up my sleeves and work alongside the people you’ve already built around you.
What’s not included?
Anything outside of our scoped agreement.
If the scope of work starts to shift or evolve mid-engagement, we pause and reassess together. Every engagement is built around a specific measurable outcome. If the work starts pulling in a different direction, we either reshape the scope deliberately or stay focused on what we agreed to. That’s how we make sure the engagement actually delivers on the goals you set, instead of drifting.
Can we start with a smaller engagement and expand later?
Yes, absolutely. A Strategic Roadmap is a common starting point. So is a Project Sprint or a Workshop. Each one gives both sides a clear, scoped way to start working together before considering a longer commitment.
The goal is to mirror the agreement to your actual business needs, not to box you into the largest engagement on the menu. If the right next step is a smaller one, that’s where we start.
Can I see references of your past work?
There are 65+ recommendations on my LinkedIn profile from clients, partners, and former colleagues. They function as both recommendations and references, and they’re public so you can read them in full context. A curated set is also featured on the Peer Trust page.
If you’d like to speak with a specific reference for a specific use case, that’s easy to arrange during our introductory conversations.
Next step
Start with a discovery conversation.
We’ll walk through where you are, where you’re trying to go, and whether one of these engagements is the right fit. Straight answers, no pitch.