Fractional CMO
I work with established small and midsize B2B businesses as a part-time marketing and technology leader, setting direction and getting agreed work done. You have ten hours of my time reserved each week, focused on the priorities we agree to pursue.
$8,500/month on a six-month term · View engagement options
The value of one partner
From the offer to the sales conversation to the systems behind it. I connect the decisions and stay involved in the work.
Where the experience comes from
I started in sales, carrying a quota. My work grew into marketing leadership, technology, and hands-on AI implementation.
“Jim understands the MSP business model, the margins, the sales cycle, and the customer.”
Dave Moorman · MSP Founder and Owner, Former President of NovatechRead Dave’s recommendationESI
“I watched him do it firsthand at ESI, where he built the marketing for our print and IT services business and made it work at the dealership level.”
Xerox IT Services
“He then carried that same command to the global stage, leading the marketing for Xerox IT Services and helping launch it across the United States, Europe, and Canada, the same business I would later lead as General Manager of Xerox Global IT Services.”
Novatech
“From marketing to technology and now AI, he puts all three to work driving the buying cycle.”
These are colleagues’ accounts of my career. Read their full recommendations or get to know my background.
When this kind of help earns its place
The starting point is what your business needs to accomplish. These are three places I can help.
A new service, an expanded offering, or a business customers still know for only one thing.
I help choose the customers you want more of, sharpen the offer, build the message and sales materials, and put a focused outreach plan into motion with your team.
What we work toward: qualified conversations and business you can deliver profitably.
Activity is happening. The next spending decision needs a better foundation.
I examine the offer, audience, campaigns, and sales follow-through. Then I help fix what is getting in the way, from the message and handoff to the CRM view that makes progress visible.
What we work toward: better investment decisions and fewer opportunities lost in the gaps.
Disconnected systems, manual follow-up, and AI experiments without a clear business use.
I help decide what to keep, improve, connect, or replace. We shape a practical plan for your CRM, automation, and AI, then put the agreed improvements into practice with your team and technology partners.
What we work toward: less rework, clearer information, and tools your people can use with confidence.
My deepest industry experience is in office technology and managed IT. I also work with other established B2B businesses where the problem and fit make sense.
Need a website rebuild, Search & AI Visibility, or Claude Team Training? Each is available as a separate Haney Strategy engagement. You do not need an ongoing fractional relationship to work with us.
Capability areas
These are the areas where I can contribute. Together, we agree on the priorities, deliverables, and milestones that fit your business and the time and resources available.
My title is Chief Marketing & Technology Officer. I combine marketing leadership with hands-on work in messaging, sales support, CRM, reporting, automation, and practical AI.
01 / Customer & market direction
Buyer segmentation, documented ideal customer profiles (ICPs), buying roles, positioning, and brand guidance. A clearer basis for where to focus time and budget.
02 / Sales enablement
ICP and sales playbooks, competitive battlecards, segment-specific brochures, presentations, and conversation guides that help buyers understand why to choose you.
03 / Campaigns & content
Campaign creation, email campaigns, blog articles, and content direction, connected to the audience, offer, and sales follow-through we agree on.
04 / Technology, AI & measurement
Technology decisions, CRM improvements, practical automation, and AI workflows. Build the tools, team habits, and measures that support the plan.
05 / Website & search visibility
Website and search improvements can be part of the agreed plan. A full rebuild or broader visibility engagement has its own scope and price.
An example of how the work connects
Your business has more to offer, but customers still know you for one thing. We might identify the best-fit customers, sharpen the offer, prepare the sales materials, and put focused outreach into motion. Buyer feedback and pipeline activity then help us decide what to improve next.
Illustrative. We agree on the actual deliverables, timing, and resources around your business.
When priorities change, I recommend the tradeoffs and we agree on what moves.
How the engagement works
Your engagement includes ten hours of my time each week across leadership, preparation, meetings, coordination, hands-on work, and review. Before we begin, we agree on responsibilities, priorities, initial milestones, and how we’ll measure progress.
We agree on the work that fits the engagement, then review priorities and progress together. As needs change, we can adjust priorities within scope. Additional time or a material expansion of responsibilities requires an updated agreement and available capacity.
The CMTO responsibility
I help choose the growth priorities, shape positioning, guide budget and resource decisions, lead people and partners, and decide where technology and AI can support the plan. I contribute directly and assess what is working, so we can decide what to continue, change, or stop.
How we work with your business
You or the people responsible for sales own buyer conversations and closing. Your business approves budgets, pricing, and commitments. We build on the strengths of your existing team, agencies, and technology partners. Additional support has defined responsibilities, and I remain your lead.
Your working plan
Know what we’re doing. See what is changing.
01 / Establish the starting point
Review the business and starting evidence. Refine the plan, establish baselines, and confirm the resources available.
What you receiveA focused brief: priorities, owners, measures, scope, and first milestones.
02 / Put the work in motion
Create and implement the agreed work. Review quality, resolve obstacles, and adjust as we learn.
What you’ll seeThe agreed work, such as sales playbooks and battlecards, email campaigns, CRM improvements, and tested AI workflows.
03 / Review the value
Review completed work, team adoption, buyer response, and obstacles. Use that evidence to choose the next priorities.
What we assessCompleted work, adoption, commercial indicators, and the next priorities.
These stages overlap. We begin useful work as priorities become clear and review progress from the first month.
A working rhythm each week. A documented review each month. We review time used, completed work, measures, obstacles, and next steps. Milestones reflect your starting point and sales cycle.
Mutual fit
We start with a conversation about your business, your priorities, and what you need from a fractional leader. You’ll get a clear sense of how I work. I’ll be candid about where I can help and whether I can give the engagement the attention it needs.
If we both see a fit, we agree on the scope, investment, and start date.
This fits an established business with a proven service, a meaningful opportunity, and the willingness to put the work into practice.
Investment
One engagement, two terms. Both include ten hours of my time each week.
Six months
$8,500/ month
$51,000 total
Twelve months
$7,500/ month
$90,000 total
After the initial term, continue month to month at your agreed rate, with 30 days’ notice either way.
The decision includes my fee, execution costs, and your team’s capacity. We weigh those against the opportunity: profitable growth, stronger retention, less wasted effort, or better use of existing resources. We agree on the evidence that would make the engagement worthwhile.
Before we begin
The working relationship matters as much as the plan.
Start with the business
Tell me what you want to change, what you have tried, and who is involved today. We’ll talk through where I could contribute, what the work would require, and whether the investment makes sense.
Book an Introductory Call60 minutes. No preparation needed.Prefer to start with a question? Email me directly.
A useful outcome from the conversation
A clearer view of the priority and the resources it may need. If another kind of help makes more sense, I’ll say so.