Service Description

The Clarity Framework is a one-time engagement that helps bring structure and direction to the business. When priorities are unclear and systems aren’t working together, progress slows. This service clarifies what matters most, aligns systems and workflows, and sets the business up to move forward with confidence. What it includes: • Strategic Growth Plan (12–18 months): A documented roadmap aligning business goals with marketing, operations, and systems. • CRM/Data Setup & Cleanup: Configure or optimize your CRM so data is clean, organized, and usable for tracking and reporting. • Workflow Setup: Implement communication workflows in Slack, Asana, or Google Workspace to improve collaboration and reduce errors. • KPI Kit + Dashboards: Tailored dashboards with key metrics to measure progress and keep leadership accountable. • Team Training/Workshop: A live guided session with resources to help staff adopt new systems and workflows. Outcomes + Benefits: Leaders walk away with a 12–18 month roadmap, streamlined data systems, and workflows that reduce miscommunication. Teams gain clarity and accountability, ensuring that future campaigns, scaling efforts, and investments deliver consistent results.