How we help

Services

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The Clarity Audit

Know exactly what’s broken and what to fix first.

We review all six pillars plus a financial health check, and hand you the Clarity Report with your top priorities and a 90 day roadmap.

How the audit works

3 to 6 months

Systems Partnership

Turn the plan into how you work.

Choose Advisory, Done with you, or Fully embedded, where we act as your Fractional COO. We stay until people are actually using the systems.

See the packages

Project or add on

AI Implementation

A standalone service for one clearly defined workflow.

About AI Implementation

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The Clarity Audit

Know what needs attention and what to fix first. We review your whole business before recommending anything. You leave with a practical plan, whether or not you keep working with us.

What you get

  • A founder kickoff and interviews with up to five team members
  • A review of your tools, key workflows, documents, and business metrics
  • A financial health check covering revenue, margins, cash, receivables, and costs
  • Your Clarity Report: a scorecard across all six pillars, key findings, financial observations, and your top three to five priorities
  • A 90 day roadmap showing what to focus on, why it matters, how much work it takes, who is responsible, and how you'll know it's working
  • One quick win put in place during the audit
  • A walkthrough of the findings and recommended next steps

Your part

Give us access to the people, information, and tools needed for the review. We do the diagnosis; you help us see how the business actually works.

Audit guarantee

You leave with at least three clear, actionable steps.

Continuing into an engagement is optional. If you do, the full audit fee is credited toward any engagement signed within 30 days.

Book the audit

Our approach

Clear structure, calmer growth.

More clients, more people, more tools, and somehow less control. The quick fixes (new software, another hire, a new agency) add weight without adding structure.

Marketing, sales, operations, customer experience, leadership, and growth all pull on each other, so we look at them together. Then we untangle what’s stuck, side by side with your team, until they can run it without us. Every system we build is documented, owned, and actually used.

Structure is what lets a business grow without wearing out the people inside it.

  • 01MarketingMessaging, brand, and the direction that drives demand.
  • 02SalesA sales process that doesn’t depend on the founder.
  • 03OperationsWorkflows, SOPs, tools, and the Operations Playbook.
  • 04Customer ExperienceThe same great experience, whoever handles the client.
  • 05LeadershipClear roles, clear decisions, clear follow through.
  • 06GrowthThe numbers and planning to grow on purpose.

Every audit also includes a financial health check.

How we work

How we measure progressWe look beyond finished documents. Are fewer routine questions reaching the founder? Is the team using the CRM and workflows? Can someone else run the meetings? Are clients onboarded consistently? Are people following the processes they agreed to use?Those changes, alongside the six-pillar scorecard, tell us whether the work is making a difference.

Packages

Choose how involved you want us.

Every engagement begins after the Clarity Audit and runs for 3 to 6 months. Every package sees the whole business. Your audit decides where we focus. The difference is who does the work.

Advisory

We direct, your team builds

Stop guessing. Get a clear plan and someone making sure it happens.

  • Weekly 60 minute advisory session: priorities, blockers, and a check on what was actually put in place
  • Feedback on the processes and docs your team creates
  • Monthly scorecard across all six pillars
See everything included
  • Template library: SOPs, role descriptions, agendas, checklists, KPI tracker
  • WhatsApp access for the founder or one main contact
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Done with you

Built by us, owned by you

Your business documented, systemized, and running.

Everything in Advisory, plus

  • Weekly working session plus hands on build time between sessions
  • We write the SOPs, role descriptions, and process maps
  • Tool setup, automation, and team training
See everything included
  • Every system gets a named owner and a usage check
  • Monthly KPI dashboard
  • The Operations Playbook, yours forever
  • Loom training library so new hires train themselves
  • 30 days of support after the engagement ends
  • Guarantee: if we miss an agreed milestone for reasons within our control, we’ll complete the outstanding work at no additional cost
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Fully embedded

Fractional COO

We run operations alongside you, then hand the keys to someone on your team, trained and ready.

Everything in Done with you, plus

  • Decision rights charter, so everyone knows who owns what
  • We find and train your internal operations lead
  • Planned handoff: we lead, then lead together, then your lead runs it
See everything included
  • Implementation and team accountability until handoff
  • Hiring support, vendor and tool management
  • Quarterly planning sessions
  • WhatsApp access for the founder, operations lead, and team leads
  • Founder Time Snapshot: we measure how much of your week goes to operations at the start and at the end, so you see exactly what you got back
  • Check ins at 30, 60, and 90 days after we step back, to make sure everything holds
  • Guarantee: if we miss an agreed milestone for reasons within our control, we’ll complete the outstanding work at no additional cost
Start here

Every engagement starts with the Clarity AuditIncludes a quick win, at least three clear, actionable steps, and the full fee credited toward your engagement if you continue within 30 days.

Book the audit

Project or add on

AI Implementation

A standalone service for one clearly defined workflow

We make the process clear before adding AI.

Best for

Teams with a specific repetitive task or recurring internal question they want to address with AI.

What we do

We scope one use case with you before agreeing to build it. We define the task, the information it needs, the output it should produce, and how your team will check it. Then we agree on the tools, deliverables, timing, and price.

This is custom work, not a ready-made product. We only commit to an implementation once we have confirmed what we can deliver within that scope.

Your team owns

Providing the agreed information, reviewing the output, and naming someone responsible for the workflow. AI does not replace that person's judgment or accountability.

Separate from the packages

AI Implementation is its own service. No AI assistant is included in Advisory, Done with you, or Fully embedded.

Ask about AI

After the engagement

Ongoing oversight

Keep a regular check on what is working and what needs attention.

Available only after a Clarté engagement. This lighter retainer includes a monthly operating review, a scorecard update, a KPI review, and accountability check-ins.

Your team runs the business day to day. We review progress and help keep the agreed priorities visible. Scope and pricing are agreed based on what you need at that point.

The journey

Your path with Clarté

01

Discovery call

Tell us what is getting in the way and see whether we are the right fit.

02

Clarity Audit

Review all six pillars and agree on the biggest priorities.

03

Choose your engagement

Match the level of support to your needs and your team's ability to carry out the work.

04

Work through the 90-day plan

Put the agreed changes in place, assign owners, train the team, and check that the work is being used.

Ready to talk?

Let’s find what’s holding your business back and fix it for good.

Tell us where things feel stuck. In one conversation, we’ll tell you what we’d fix first.

Not sure if Clarté is right for you?

Book a free discovery call

Free, 30 minutes. Google Meet.

tzipora@clartegroup.com