Financial Clarity Canvas

The Financial Clarity Canvas helps you see all your numbers in one place, identify where you’re leaving money on the table, and focus on the most important ones

Your entire strategy; all on one page

Strategic Clarity Canvas

Ultimate Goal

Unique Offer

Company

What impact are we here to make?
What rules do we play by?
What do we do better than anyone else?

Customers

What defines our ideal customers?
What do they truly want?
What problems are they trying to solve with our products?

Revenue Streams

Which streams are driving the most profit today?
What existing streams should we focus on right now?
What future revenue streams best fit our strategy?

Discovery

How do potential customers discover us?

Purchase

Why should customers trust us?
What is our guarantee?

Production

What specific steps WOW our customers?

Loyalty

How do we keep customers coming back?
How do we get our customers to refer us?

Your business's strategic goals & initiatives all on one page

Operational Clarity Canvas

Ultimate Goal

Unique Offer

Company

Company Goals (ranked)
Why are these goals the most important ones?

Customers

Customer Goals (ranked)
Why are these goals the most important ones?

Revenue Streams

Revenue Goals (ranked)
Why are these goals the most important ones?

Discovery

What needs to start happening?

What needs to stop happening?
Clarity Metrics

Purchase

What needs to start happening?

What needs to stop happening?
Clarity Metrics

Production

What needs to start happening?

What needs to stop happening?
Clarity Metrics

Loyalty

What needs to start happening?

What needs to stop happening?
Clarity Metrics

Your most important business metrics; all on one page

Financial Clarity Canvas

Company

Gross Margin
Net Profit
Breakeven point

Customers

New & returning customers
Revenue from clients
Profit from clients

Revenue Streams

Most contributed to profit
Highest margin
Most potential

Awarness

Marketing Effectiveness
Leads

Transaction

Orders
Conversion

Production

Direct cost
Machine cost

Loyalty

Retention
Freq. of purchase

Let's do it together on a
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

Let's do it together on a
Financial Clarity Sprint

In this 2-week sprint, together we fill your Financial Clarity Canvas to give you a clear view of your numbers, spot where you're losing money, and find your next steps to increase profits.

Need additional help? Book a free Clarity Call

Book your free Clarity Call to discover the gaps in your business and learn how to get the most out of our free tools.