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Haney Strategy

Strategic Roadmap

Know exactly what to fix, and in what order.

A paid, two-week deep dive across your AI, marketing, and CRM work. You leave with a prioritized action plan your team can execute.

Book an Introductory CallSee all engagements

Overview

A fixed scope, and a fixed price.

  • 2 weeks

    From kickoff to finished plan

  • $5,500

    Fixed price, agreed up front

  • 30 days

    Of quick wins to start now.

The two weeks

How the Roadmap gets built.

No surface-level audit, no generic templates. Every recommendation is specific to your business, and mapped to what it takes to ship.

  1. Leadership interviews and a stack assessment

    I talk to the people who run the work, and I look hard at the tools, the data, and the workflows already in place.

    A few hours of leadership time

  2. Specific recommendations across AI, marketing, and CRM

    Concrete moves, not principles. Each one mapped to investment, timing, dependencies, and the team needed to ship it.

  3. A prioritized roadmap, in order

    Not a list of everything wrong. A sequence: what to fix first, what comes next, and what can wait.

  4. A plan your team can run on day one

    You leave with a plan your team can execute immediately, not a slide deck that needs interpreting first.

    Yours to keep

Why it is paid

A free audit is built to sell you the next thing. This is built to be useful on its own.

FAQ

Common questions

Why is this paid, when other firms give away an audit for free?
A free audit is built to sell you the next thing. This is built to be useful on its own. The two weeks are real work: interviews, a stack assessment, and a plan specific enough to execute. You own it whether or not we ever work together again. Paying for it keeps the incentives honest.
What do you need from me and my team?
A few hours of leadership time for interviews, access to the tools and data we are assessing, and straight answers. That is most of it. I do the heavy lifting. Your team's time goes into conversations, not into building decks for me.
Can the Roadmap lead into other work?
Often, yes, and that is by design. Some businesses take the plan and run it themselves. Others use it as the starting point for a Project Sprint or a Fractional CMTO retainer. The Roadmap is a complete engagement on its own, and a clean way for both sides to see how we work together before a longer commitment.

Next step

Trade the guesswork for a plan.

Book an introductory call. We will confirm the Roadmap is the right fit, and what the two weeks would focus on.

Book an Introductory Call