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Haney Strategy

Strategic Roadmaps

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

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

Special offer

Continue with a 6- or 12-month Fractional CMTO retainer after the Roadmap and the full $4,500 fee is credited back into your engagement. The Roadmap pays for itself.

Analyze

Strategic Roadmaps

For when you need a real diagnosis before you act.

$4,500

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

DeliverableDetail

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

  1. 01

    Continue with Haney Strategy

    Springboard into Scoped Project Work or a 6- or 12-month Fractional CMTO retainer with the same advisor who diagnosed the work. Continuity from day one.

  2. 02

    Execute internally

    Hand the blueprint to your team and run with it. Self-sufficient by design. No Haney Strategy follow-on required.

  3. 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.

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

What is a Strategic Roadmap?
The Strategic Roadmap is a paid, two-week deep dive across your marketing, AI, and CRM work. I interview your leadership, assess your stack and your data, and hand you a prioritized action plan your team can execute, with or without me. It is a fixed $4,500 for the two weeks, and the full fee is credited back when you continue into a 6- or 12-month Fractional CMTO retainer.
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 Scoped Project Work 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.
Related thinking

How I think about this work.

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