Every session is powered by structured tools—but the sophistication scales with your complexity. A £2M founder gets foundational models. A £5M+ founder gets advanced scenario planning, multi-year modelling, and board-grade architecture. Here's what's in the ClarityOS™ toolkit.
Single-view dashboard showing ARR, NRR, CAC, LTV, burn rate, runway, Rule of 40, Magic Number, and Burn Multiple. Updated weekly. Board-ready.
Rolling weekly cash flow model that shows exactly where your money goes for the next quarter. No more guessing. No more surprises.
Decision-tree framework for diagnosing the 5 types of business drag: Strategic Fog, Revenue Leakage, People Drag, Operational Drag, and Financial Blindness.
Severity-graded assessment of your revenue engine: NRR, churn, CAC payback, expansion revenue, and pricing effectiveness. Red/amber/green rating with recommended actions.
Framework for building value-based pricing. Tier design, feature allocation, upsell paths, and competitive positioning. Most founders are leaving 30–50% on the table.
Evaluate every key role against four dimensions: Knowledge, Intrinsic Characteristics, Skills, and Execution experience. Character over credentials.
Quarterly planning framework: 3 priorities, weekly milestones, owner accountability. Keeps the entire company focused on what matters.
Meeting cadence, agenda templates, KPI review structure, and decision-making framework. Your business runs predictably without you pushing every lever.
Your entire strategy on one page: market position, growth vectors, resource allocation, and success metrics. Every team member can read it and know where you're going.
Board pack that takes 30 minutes to prepare, not 3 days. Financial summary, KPIs, strategic updates, risks, and asks. Investor-grade quality.
Monthly comparison of planned vs actual performance. Variance analysis with root cause investigation. Never be surprised by results again.
Evaluate any investment, hire, or initiative in 15 minutes. Structured scoring across financial impact, strategic alignment, risk, and execution confidence.
Here's how most clients deploy the framework based on their stage.
30-min diagnostic. Identify your biggest blocker. Decide if we're the right fit.
Full financial and operational audit. Root cause analysis. Priority action plan.
Build operating rhythm. Pricing review. Team assessment. Board reporting.
Refine systems. Track improvements. Iterate on pricing and team. Prepare board materials.
Systems run without you. Focus on strategy, fundraise, or M&A. Ongoing coaching as needed.
Book a Triage Call and I'll walk you through the ones most relevant to your stage.