Your entire strategy; all on one page
Strategic Clarity Canvas
Ultimate Goal
Keep your ultimate goal in mind so every decision stays aligned with your long-term vision.
Unique Offer
Having a strong Unique Offer makes it easy for your team to stay focused on what you do best and who you serve.
Company
Get clear on why your business exists so every choice you make supports your purpose and helps you grow.
Make sure everyone follows the same rules to build a strong and effective team.
Get clear on your strengths so you can focus on what you do best and grow faster.
Customers
Know exactly who to serve to maximize profits and make your business run smoother.
Know your customers' true desires to create offers they can’t resist.
Know your customers' biggest worries so you can solve them better than anyone else.
Revenue Streams
Know exactly which streams are most profitable to focus your energy where it matters most."
Identify where to invest your efforts to grow the streams with the highest potential.
Uncover the next big opportunities to expand your business and increase profit.
Discovery
Find the best ways to get noticed and attract the right customers to your business.
Purchase
Earn their trust by proving how you're different and why you're the right fit for their needs.
Offer clear guarantees to remove risk and make it easier for customers to say yes.
Production
Find ways to go above and beyond while keeping costs low to make both customers and profits happy.
Loyalty
Find ways to nurture lasting relationships, so your loyal customers become your best source of repeat business.
Find ways to turn loyal customers into advocates who spread the word for you.
Your strategic goals & initiatives; all on one page
Operational Clarity Canvas
Ultimate Goal
Keep your ultimate goal in mind so every decision stays aligned with your long-term vision.
Unique Offer
Having a strong Unique Offer makes it easy for your team to stay focused on what you do best and who you serve.
Company
Internal goals related to operations, systems, culture, or infrastructure. These are the goals that keep your internal business operations running smoothly and efficiently.
Example: "Implement a new project management system to streamline internal communication."
Why these goals? Why now? What happens if they aren't met?
Customers
Goals related to how you engage with and serve your customers. This pillar focuses on customer satisfaction, retention, and growth.
Example: "Increase customer retention by 15%."
Why these goals? Why now? What happens if they aren't met?
Revenue Streams
Financial goals that focus on increasing revenue, profitability, or diversifying income streams. These goals are directly tied to the financial health of your business.
Example: "Grow subscription revenue by 20%."
Why these goals? Why now? What happens if they aren't met?
Discovery
What needs to stop happening?
Start focusing on channels that attract ideal customers and stop wasting efforts on ineffective marketing. The goal is to optimize how customers find you.
Track metrics like lead generation or website traffic to measure how well new customers are finding you.
Purchase
What needs to stop happening?
Streamline buying by launching quick, easy processes and stopping friction-causing steps. Make it simple for customers to complete their purchases.
Monitor conversion rates and average order value to ensure your buying process drives successful transactions.
Production
What needs to stop happening?
Implement tools or processes that enhance delivery speed and consistency, and stop outdated or inefficient workflows that slow production. The goal is to fulfill orders smoothly and exceed customer expectations.
Measure delivery times and order accuracy to confirm production runs efficiently and meets customer expectations.
Loyalty
What needs to stop happening?
Create initiatives like loyalty programs and stop neglecting post-purchase engagement. Build lasting relationships and encourage repeat business.
Track repeat purchase rates and customer satisfaction scores to evaluate how well you're building long-term relationships.
Your most important business metrics; all on one page
Financial Clarity Canvas
Company
Knowing your gross margin helps you see how much profit you're making on each sale, so you can focus on products or services that bring the highest returns.
Knowing your net profit shows you the true bottom line of your business, helping you see how much money you actually keep after all expenses.
Understanding your breakeven point helps you see how much you need to sell before your business starts making money.
Customers
Understanding the mix of new and returning customers helps you know if your business is attracting fresh clients and keeping the old ones.
This shows how much money comes from new clients and how much from returning ones, helping you see which group drives more revenue.
Understanding profit from new and returning clients helps you know if most of your profit comes from getting new customers or keeping loyal ones.
Revenue Streams
Seeing which revenue stream contributes the most to profit lets you focus on growing what makes your business the most money.
Identifying the revenue stream with the highest margin lets you concentrate on the part of your business that keeps the most profit.
This shows which revenue stream has the most potential for growth, so you know where to invest for future profits.
Awarness
Get clear on your marketing costs to find ways to lower expenses while bringing in more profitable customers.
Measure how many leads you're bringing in to see if your marketing is getting you the visibility you need.
Transaction
See how many orders you're bringing in to know if your sales strategies are working and driving results."
Measure conversion to find out how effectively you're moving leads from interest to purchase
Production
Measure your cost of goods sold to see how well you're managing the cost of creating your product or service.
Measure your fixed costs to ensure you're running your business as efficiently as possible without overspending.
Loyalty
Understand how many customers stay with you to measure how effective your business is at building loyalty.
Measure purchase frequency to understand how well you're getting customers to come back and buy again.
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Strategic Clarity Sprint
In this 12-week sprint, together we fill your Strategic Clarity Canvas to give you a clear view of your strategy and winning business model, so you can build the most profitable version of your business
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Complete Clarity: Financial, Strategic & Operational
Explore additional lenses
Complete Clarity: Financial, Strategic & Operational