Foundation Economics Growth Partnership Identity Planning Method IP Hiding Tech Stack Numbers Life Design 22 Domains Synthesis Jobs Decisions Your Words Tools Sessions
SweetBot Inc. · Mirror Portal · March 2026

Rachel & Marcus,
this is Clearview Wealth as we see it.

You have extraordinary capability, immense client trust, and undeniable value. What you don’t have — yet — is the infrastructure that matches the sophistication of the work. This portal is your map between where you are and what you’re both describing.

You carry the inside-out reality — the feel of the business, the burden of quality, the invisible orchestration that makes everything work. This portal reflects what you’re holding and what would actually help you set it down.

You carry the outside-in architecture — the structural logic, the systems vision, the blueprint thinking that sees what needs to exist. This portal reflects what you’re building toward and what infrastructure it needs.

4
Scorecards
22
Domains Assessed
6
Synthesis Patterns
5
Decisions Mapped
3
Built Tools Included

How to Use This Portal

This portal delivers on the Mirror promise: 4 personalized scorecards, a maturity baseline across 22 business domains, actionable tools tuned to your practice, and a clear roadmap for next steps. Here’s how to approach it.

◆
Read it together, then separately
Read through once together to get the full picture. Then each of you should re-read the sections that spoke to you most — you’ll notice different things. The perception gap between you is one of the most valuable findings in this portal.
◆
About the scores
Every score in this portal is grounded in what you said and showed us during your sessions. Where we have strong evidence, the score is marked Verified. Where we’re working from patterns, it’s marked Observed. Six domains we couldn’t score from session evidence alone — those appear as To Explore and will be assessed in future sessions. These are provisional baselines, not final judgments.
◆
Every section has a purpose
Each section opens with a brief note explaining what you’re looking at and what to do with it. The portal ends with three built tools you can use immediately, five decisions with expanded options, and your session roadmap. If something feels wrong or incomplete, mark it — that’s data too.
“For the first time someone actually looked at how we operate, not just what we manage.”
— Rachel, during the Mirror session
SC-01 · Foundation

The Perception Gap

◆
What you’re looking at
Six dimensions of how Clearview Wealth actually runs — scored separately by each of you. The gap between your scores isn’t a disagreement. It’s a map of where documentation and shared systems would close the distance between what’s known and what’s accessible. What to do: Discuss which dimensions surprise you most. The biggest gaps are where shared infrastructure would have the highest impact.
Rachel’s ScoreMarcus’s Score
Knowledge Architecture Verified
L1
L3
File & Templates Verified
L1
L2
Project Tracking Verified
L2
L3
Communication & Calendar Observed
L2
L2
Shared Intelligence Verified
L1
L1
AI Readiness Verified
L2
L3
1.3
Rachel’s Avg
2.3
Marcus’s Avg
Neither is wrong. Marcus measures by what exists — even if only in his head. Rachel measures by what’s documented and accessible. The 1.0-level gap between them is the build.
“Every client file lives in a different place but I need one dashboard across all of them.”
— Marcus
“I built the whole Notion workspace thinking we’d both use it — six months later it’s just me.”
— Rachel
⚙
GroundLink
Marcus’s actual file system is his email inbox and local folders. Not the shared drive. Not Notion. Local. If that laptop dies tomorrow, does Clearview Wealth still have its planning models?
☀
LifeOptimizer
Completing a Notion task triggers nothing. No documents update. No review moves forward. When a system demands effort but returns nothing, people abandon it. That’s not a discipline problem — it’s a design problem.

What L2 Actually Looks Like

Rachel’s Actual Meeting Follow-Up Workflow — Every Time
Otter transcript
→
Drop in Claude
→
Switch to ChatGPT to dictate context
→
Copy back to Claude
→
Add Otter notes
→
Iterate 2–3x
→
Copy to Outlook
→
Strip ALL formatting
→
Reformat manually
→
Send
Seven steps across three tools to send one review summary. Rachel rewrites every AI draft from scratch because “clients can tell when it’s not really you.” This workflow repeats after every quarterly review. This is what AI Readiness L2 actually feels like — the capability is there, the environment isn’t.
SC-02 · Economics

Five Products Hiding as Custom Work

◆
What you’re looking at
Your revenue model, pricing, and the products that already exist inside your work — just unnamed. What to do: Look at the five proto-products below and ask: which one could we name, price, and put on a webpage this month? The Revenue Model Map in the Tools section at the bottom gives you the full picture to work from.
L2
Verified
Revenue Model
Default is hourly. Both want to decouple. Marcus: “We don’t sell a product. We sell perspective. But you can’t grow perspective at $275 an hour.” Elevate is the live test — building toward output-based at $8K/month retainer.
L1
Verified
IP Monetization
Five proto-products identified. All proven by client delivery. All priced as hours. None exists as a standalone offering. Every engagement recreates what already exists.
L2
Observed
Client Economics
High value per engagement but labor-intensive. No tiered model. The Health Check planning software audit generates benchmark data being given away as a close-out document.
L1
Verified
Pricing Sophistication
No fixed-fee packages. No advisory retainer. No subscription. Meridian Capital requires hourly. Marcus: “If I want the engagement, I have to accept their billing terms. Then I raise the rate because they forced my hand.”
L2
Verified
Revenue Resilience
Meridian Capital is the primary partner — deep relationship, but concentration risk. Axiom Group agreement signed with a retainer trigger, sitting idle. Marcus: “It’s collecting dust.”
L2
Observed
Scalability Path
Vision: license the methodology to smaller firms, focus human attention on the largest. Both excited about this. No first containerized offering or named tier built yet.

The 5 Proto-Products

1
The Clarity Plan
~~$7,500 engagement
2
Portfolio Architecture Reviews
Rebuilt per client
3
Guided Planning™ Packages
Guided Planning™
4
Post-Review Action Plans
Given away at close
5
The planning software Audit
3 hours vs 3 weeks

The Pricing See-Saw

$10,000
30-hour Clarity Plan
$333/hr effective
→
$5,000
AI delivers in 15 hours
Same value. Half the revenue.
“Are we really losing money if you stop counting hours and start counting outcomes?”
— Marcus
💡
BizBot
Marcus said: “We shape our process around each client. That’s why they stay.” Beautiful for clients. Difficult for scale. The fix isn’t to stop being customized — it’s to name the frameworks you’re customizing within.

Six Ways Your Expertise Generates Revenue

◆
What you’re looking at
Not just the pricing problem — the full landscape of how expertise like yours can become money. Hourly is one model. There are five others, and Clearview Wealth already has the raw material for most of them. Explore each tab.
Hourly Billing
You sell time. Revenue = hours × rate. The faster you get, the less you earn — unless you raise the rate. AI acceleration actively penalizes this model.
Revenue Character
Linear Capped by available hours
Scales How
Only by adding people or raising rates. Neither is infinite.
What It Requires
Time tracking. Utilization management. Perpetual availability.
The AI Problem
If AI cuts a Clarity Plan from 30 hours to 15 hours, you just lost half your revenue for the same client outcome.
Where Clearview Wealth Is Now
Default model. Meridian Capital requires it at $185/hr sub-rate. Clearview Wealth direct at $275/hr. Marcus: “We don’t sell a product. We sell perspective. But you can’t grow perspective at $275 an hour.” The mindset has shifted. The structure hasn’t.
Output-Based Pricing
You sell the deliverable, not the hours. A Clarity Plan is $7,500 because it’s worth $7,500 — whether it takes 30 hours or 15. AI acceleration increases your margin, not decreases your revenue.
Revenue Character
Margin-Expanding Faster delivery = higher effective rate
Scales How
Every efficiency gain goes to your bottom line. AI becomes an asset, not a threat.
What It Requires
Named deliverables with clear scope. Clients who understand they’re buying outcomes.
The Shift
Stop justifying hours. A $7,500 Clarity Plan that prevents a $200K migration mistake is priced at 5% of the risk.
Where Clearview Wealth Already Has This
Elevate is the live test — moving toward $8K/month retainer output model. Summit Financial got a fixed $7,500 Clarity Plan. Marcus: “Are we really underwater if you let go of the hourly construct?” No. You’re not.
Retained Advisory
Ongoing access for ongoing guidance. You become the trusted voice in the room — not for a project, but for the practice. Revenue is predictable. Relationship is continuous.
Revenue Character
Recurring Monthly or quarterly. Predictable cash flow.
Scales How
Stack clients at different tiers. Premium gets live access. Standard gets office hours.
What It Requires
Clear service definition. Boundaries on access. A cadence that delivers value without burnout.
Why This Fits Clearview Wealth
Tom at Lakewell defined it: “You make people feel heard without them realizing you’re also holding them accountable.” That’s the subscription product.
Clearview Wealth’s Running Start
Tom’s quote. The client trust superpower (L4). The cohort model — office hours, AMA sessions, cross-pollination. First recurring revenue without active project labor.
Productized Services
Named, priced, repeatable offerings. Not custom engagements — defined packages someone can buy from a webpage. You already deliver these. You just haven’t named them.
Revenue Character
Repeatable Same delivery, different clients. Margin improves with repetition.
Scales How
AI handles more production. Your judgment stays in the QA layer.
What It Requires
Naming the thing. Defining scope. Building the template once. Pricing independently of hours.
Five Products Hiding as Custom Work
The Clarity Plan (~$7,500) · Portfolio Architecture Reviews · Guided Planning™ Packages (Guided Planning™) · Post-Review Action Plans · The planning software Audit (3 hours vs 3 weeks)
What’s Hiding in Plain Sight
Five products proven by delivery. All priced as hours. None exists as a standalone offering. The IP extraction isn’t invention — it’s naming.
Licensed Methodology
Your frameworks, templates, processes, and tooling — packaged so smaller firms can run with it themselves. You become the platform.
Revenue Character
Scalable License fees don’t require your time after the build.
Scales How
Small fries use the methodology. Big fries use you. Rachel: “That helps elevate us to focus on the big fries.”
What It Requires
Containerizing the methodology. Building the platform or toolkit. Support/community layer.
The Funnel Effect
Rachel: “It’s also a marketing tool — they’ll realize they need us to actually guide them through it.” The license sells the consulting.
This Is the Long Game
Both of you lit up about this. Marcus: “There are always people out there doing it — but if they have the passion, they’ll be successful.” No competitor has this stack.
The Hybrid Model
Not either/or. A portfolio of revenue models matched to client type, engagement stage, and relationship depth.
Tier 1: Self-Serve
Licensed methodology + templates + AI tools. Low-touch. For firms that want the map but will walk it themselves.
Tier 2: Guided
Productized services + retained advisory. Mid-touch. Fixed-fee packages + monthly retainer.
Tier 3: Done-for-You
Output-based engagements. High-touch. Premium pricing. This is where Meridian Capital executes.
Tier 4: Strategic Partner
Embedded advisory + execution. Highest touch. Think Elevate at $8K/month retainer. Reserved for 2–3 anchor clients.
The Path from Here to There
You don’t build all four tiers at once. Name one product (Tier 2), document Elevate (Tier 4), and build the graduation model that connects them.

The Value-Based Transition

The principle your clients need to hear — once.
Hourly billing punishes innovation. If Clearview Wealth invests in AI, builds compound intelligence across dozens of advisory practice engagements, and develops systems that turn a 10-day planning software audit into 30 minutes — hourly billing means you pay less for the same outcome. The consultant who gets faster earns less. The consultant who stays slow earns more. Output-based pricing flips that: Clearview Wealth is incentivized to deliver the best result as fast as possible, because the value is in the outcome, not the clock.
The Transition Protocol — Execute This
1
Next new direct client: Don’t quote hours. Present a named deliverable with a fixed price. “The Clarity Plan is $7,500. Here’s what it includes, what it prevents, and when you’ll have it.”
2
Elevate — document now: Already running output-based at $8K/month retainer. Write one page: what the model looks like, why it works, what the client gets. That page becomes your case study.
3
Existing hourly clients at renewal: Offer a choice. “You can continue hourly, or move to a retained advisory — predictable monthly access, no meter running.” Make hourly the less attractive option.
4
Meridian Capital stays hourly — use that: Their $185/hr is the predictable floor. Redirect all direct-client energy toward output-based. When direct clients hit $500–$666/hr effective, the Meridian Capital spread becomes evidence.
“That’s what they’re paying us for. They’re not paying us to bill 30 hours next month.”
— Marcus
🎯
StratBot
The first direct client you close on output-based pricing will teach you more than six months of planning. Document Elevate this week. Name The Clarity Plan. Price it. The transition isn’t a strategy problem — it’s a “just do the next one differently” problem.
SC-03 · Growth Engine

Strong Middle, Broken Bookends

◆
What you’re looking at
Your growth pipeline scored across six stages. The shape tells the story: extraordinary conversion in the middle, with no system bringing people in and no system keeping them after. What to do: Look at the L4 in the middle — that’s your genuine superpower. Then look at the L1s on both ends. Fixing either bookend has outsized impact.
L1
Positioning
L1
Inbound
L3
Referrals
L4 ★
Conversion
L2
Follow-Up
L1
Retention
Left Bookend
L1
No inbound system
strong L4 conversion
in the middle
Right Bookend
L1
Engagements just end

What Tony Said

“You make people feel heard without them realizing you’re also holding them accountable.”
— Tony, Hargrove Family Office (unprompted)

Tony defined your subscription product in one sentence without knowing that’s what he was doing. Ongoing accountability that feels like partnership, not oversight. This is the retention model — and the first recurring revenue that doesn’t require active labor from either of you.

The Lisa Dependency

Nearly every client Rachel has came through one person: Lisa Novak at Bridgepoint Wealth. The one client she got on her own was literally by accident at a Schwab forum. Lisa is checking on their capacity. He’s essentially their entire sales team. If Lisa stops referring, the pipeline stops. Your growth engine is one person’s generosity.

What L1 Pipeline Actually Costs

Rachel met half a dozen potential contacts through Ryan Cho at a Schwab forum in October. She promised to follow up. She didn’t. She’s “so embarrassed” it’s been too long. There is no spreadsheet. No planning software entry. No reminder. These were warm introductions from a custodian rep who wants to send business her way — and they went cold because the system is a sticky note that fell off the desk. This is what L1 looks like in practice.
🎯
StratBot
The growth engine doesn’t need more leads. It needs an entrance and an exit. Name one product, build a graduation model, and both bookends resolve simultaneously.
SC-04 · Partnership Architecture

Two Lenses on the Same Future

Rachel
The Inside-Out Lens
Client experience architect & operational lead · 15+ years, CFP® certified
Carries invisible load: review prep, compliance docs, onboarding, Notion, reporting, emotional labor
Rates the business lower — measures by what’s documented
Created Guided Planning™ — her structured onboarding methodology
Sees technology as overhead — unless it gives time back to clients
Future: 28-hour work week, workshop speaking circuit, Clearview Pathways
shared
middle
ground
Marcus
The Outside-In Lens
Investment strategist & co-founder · CFA®, former Deloitte Advisory · Portfolio construction, risk modeling
45+ client reviews per quarter · ChatGPT Plus as primary AI · Perplexity for research verification · Zero shared workspace
Rates the business higher — measures by what he knows exists
Views MoneyGuidePro as the central hub for everything
Sees systematization as the path forward — build the platform
Future: 15–20% AUM growth, $8K/month retainer output model with Elevate, systematize the planning process

The Capacity Illusion

4
clients — Rachel’s view of capacity
Counting everything: client delivery + review prep, compliance docs, onboarding, Notion updates, emotional labor
8–10
clients — Marcus’s view of capacity
Counting: billable hours, planning software audits, blueprints, technical sessions

The Shared Future

Same future. Two angles.
Rachel’s Need
Run on the machine
=
Marcus’s Dream
Build the machine

These are not competing visions. Every build that serves the ambition to construct also serves the need for operational freedom.

“I’ve learned I’m not good at seeing projects through to the end, but I will start another project in a heartbeat.”
— Marcus
💎
SweetBot
The marriage of inside-out and outside-in is the differentiator no competitor can replicate. When the system holds the information, neither of you has to carry it alone.
The Constellation Problem

Three Clearview Wealths. No Architecture Connecting Them.

◆
What you’re looking at
This isn’t a branding exercise. It’s an identity architecture decision that gates Session 1 (Website). If someone Googles Rachel’s name right now, they find three entities with no visible connection. Until this is resolved, no website copy can land cleanly. What to do: Read the three entities below and ask — does the current separation serve you, or is it creating confusion?
Clearview Wealth Partners
The Business
Fractional project leadership & wealth planning strategy for high-net-worth clients. The revenue engine. Where Marcus and Rachel work together. Where clients pay.
Website active but outdated. LinkedIn company page exists.
Clearview Pathways
The Life’s Work
Financial empowerment workshops for women. Rachel’s coaching, writing, and speaking platform. Getting zero attention right now despite being what she cares about most.
Website active. LinkedIn articles currently posting here instead of Consulting.
my old financial blog
The Legacy
Previous iteration. Still collecting email. Still indexed by search. Rachel has tried to wind it down but it persists. Generates confusion for anyone researching her.
Website semi-active. Gmail still receiving. Should be redirected.
Rachel: “If someone Googled my name, they’d find Clearview Wealth, Clearview Pathways, and my old financial blog. If I don’t connect them, it looks scattered.” She also has a marketing person who’s been posting consulting-relevant content to the Guidance page by mistake — because the brand boundaries don’t exist yet.
The Connective Tissue
Rachel developed Guided Planning — bringing a human, intuitive dimension to technology transitions and leadership. This concept is the bridge between all three Clearview Wealths. Consulting applies it to firms. Guidance teaches it to women leaders. The About Rachel page on the Consulting site should tell this story so the three entities feel like one person with a coherent worldview, not three competing brands.
Existing asset: Rachel has a 50-page brand plan from ~2018 created with a marketing agency. It covers personas, problems, positioning, brand colors, logo, style guide. The agency dissolved, but the document exists and she wants to resurrect it. Session 1 should start from this artifact, not from scratch.
Guided Planning
“Softening processes and structures that people are averse to, shaping them to fit the situation. Structure still exists — but it doesn’t have to be rigid.”
— Rachel Chen
★ Candidate for Trademark Review

No one in the advisory practice consulting space has named this. This is IP waiting to be codified, trademarked, and built into every client engagement.

IP Hiding in Plain Sight

You don’t need to invent new products.
You need to name what you already do.

Every engagement you’ve run has produced the same family of outputs. You’ve been treating them as one-off custom work. They’re not. They’re repeatable intellectual property. The only thing missing is the packaging.

The Inputs (What You Have)
• Bespoke client engagements across 8+ firms
• Figma files, decks, data flow diagrams
• Scattered Notion pages per client
• Unstructured insights on post-its, in memory
• Health Check benchmark data — State of planning benchmark data
→
The Clearview Wealth Filter
The Rachel + Marcus intelligence layer — pattern recognition built across dozens of advisory practice situations that no AI can replicate without the lived experience behind it.
→
The Outputs (Nameable Products)
The Clarity Plan
Portfolio Architecture Reviews
Guided Planning™ Packages
Post-Review Action Plans
The planning software Audit (Health Check-powered)
✓ Verified Evidence
You already build these assets for clients. You treat them as custom deliverables — different each time, billed by the hour. They’re not. The customization is surface-level. The methodology is fixed. The governance package Marcus builds for client A has the same bones as the one for client B. You just haven’t named the bones yet.
~ Strong Inferred Pattern
The Health Check planning software Audit generates advisory practice benchmark data across every client you’ve run it on. You are sharing highly valuable State-of-advisory practice intelligence for free as close-out material. That data set, accumulated and anonymized, is a publishable, citable, credibility-building asset. You’re sitting on a research product and calling it a loss leader.
Open Question
What would it look like to turn the “end of an engagement” into a graduation that onramps the client into a retained advisory tier — where the close-out materials become the proof that the relationship should continue, not the sign that it’s over?
“If someone wanted to license our planning methodology methodology, what would they be buying? Oh my God, that sounds so dreamy, and I don’t know what the fuck they would be buying. Craziness right now, that’s what they would buy.”
— Rachel · On the licensing dream vs. reality
How Your Business Actually Runs

The Stack Underneath the Surface

◆
What you’re looking at
Every tool Clearview Wealth runs on, organized by function. This isn’t an inventory — it’s a mirror of how work moves through your business. Notice where you run two or three tools for the same job. That’s a signal of where a decision hasn’t been made yet.
Communication
Email: Outlook + Gmail 2 systems
Messaging: Slack + Zoom Chat + WhatsApp 3 systems
Video: Zoom (Rachel) + Teams (Marcus) + Google Meet (via Meridian Capital) 3 systems
Calendar: Acuity + Calendly (Meridian Capital) + MS Bookings
Files & Documents
Storage: OneDrive + SharePoint + Google Workspace 3 systems
Docs: Word + Google Docs
Presentations: PowerPoint + Google Slides + Canva + Claude
Visuals: Figma “not savvy here, sucks a lot of time”
Operations
planning software: Wealthbox new
Project Mgmt: Notion + Otter
Email Marketing: Mailchimp
Invoicing: QuickBooks Online
Passwords: 1Password
AI Environment
Primary: ChatGPT Plus — main tool for client work
Research: Perplexity Pro
Secondary: Gemini · Copilot (light)
Meeting AI: Otter notes, transcripts, summaries
Planning: MoneyGuidePro · Riskalyze
Visual: Canva for social content
What the Stack Reveals
You’re running 2–3 tools per function across communication, files, video, and documents. This isn’t unusual for a two-person firm where each partner came in with their own habits — but it’s why the email inbox became the default. When there are three valid places to save a file, the path of least resistance is the one that requires zero decisions. The AI layer is notably strong — ChatGPT Plus as the primary tool, Perplexity for research, Otter for meeting intelligence. Marcus has 45+ client reviews per quarter. The capability is real. What’s missing is the shared workspace that turns 40+ client silos into compound intelligence.
What the Numbers Show — and What They Don’t Yet

Q1 2026: The View from QuickBooks

◆
What you’re looking at
Your actual customer profitability for January 1 – March 11, 2026 (cash basis). This data is real. But it’s incomplete in a way that matters — and understanding what’s missing changes how you read every line.
ClientRevenueSub CostGross ProfitMarginWhat’s Missing
Jim Charter (Hargrove)$81,488$19,793$61,69575.7%Sub cost visible. Owner time invisible.
Lakewood Partners$25,000$0$25,000100%100% only because no owner time allocated
Meridian Capital Cloud$22,275$0$22,275100%Same — no owner time visible
Elevate$16,000$3,656$14,34479.7%Sub cost visible. Owner time: heavy.
Northvale Group$12,000$0$12,000100%No owner time visible
Frank Kim$1,575$0$1,575100%—
LML Research$467$0$467100%—
Total$166,018$23,449$142,56985.9%
Unallocated overhead($15,987)
Net Operating Income$126,582
What This View Shows
$173K revenue in Q1. 82% gross margin. Hargrove is the largest relationship by far ($81K — nearly half of total revenue). Elevate and Hargrove are the only clients with visible subcontractor costs. Net operating income of $126.6K suggests a healthy business at the surface level.
What This View Doesn’t Show
Rachel and Marcus’s time is nowhere in these numbers. Every “100% margin” line — Lakewood Partners, Meridian Capital, Northvale Group — is 100% only because no internal delivery cost is allocated. Some may be deeply profitable. Others may be consuming disproportionate time. The current view can’t tell you which.
The Questions This Raises
Hargrove represents 45% of Q1 revenue. Is that concentration risk, or is it your anchor client? Lakewood is “phasing out” — at $25K that’s 14% of revenue disappearing. What replaces it? Elevate at $16K for the quarter is the live test of the retainer model — is the current rate building toward the $8K/month vision, or does the math need to shift? Northvale Group at $14.4K with 100% margin looks great on paper — but how many hours of Marcus and Rachel’s week does it consume?
What Your Time Actually Costs — Interactive

Enter your estimated weekly hours per client. The calculator shows what your Q1 margins look like when owner delivery time is visible.

ClientRevenueSub CostHrs/Wk10-Wk CostTrue ProfitTrue Margin
Hargrove Family Office$81,488$19,793
Lakewood Partners$25,000$0
Meridian Capital Cloud$22,275$0
Elevate$16,000$3,656
Northvale Group$12,000$0
Frank Kim$1,575$0
LML Research$467$0
Total

Default hours are estimates — adjust to match your reality. The numbers that surprise you are the ones worth discussing.

The Deeper Question

What Does This Business Need to Support?

◆
Why this is here
The numbers section shows how money flows. This section asks what the money needs to do. Most consulting firms optimize for revenue first and hope the life part sorts itself out. The ones that last build the life they want and engineer the business to support it. These three questions shape everything downstream — pricing, hiring, client selection, and what you say no to.
1 · The Number
What annual take-home does this business need to provide each of you? Not aspirationally — as the floor that makes the whole thing worth it. If you annualize the Q1 pace ($166K ÷ 10 weeks × 52 ≈ $863K revenue), does that number feel right, too high, or not enough?
What overhead does the business need to cover beyond your compensation? Tools, subs, insurance, legal, accounting, AI spend, development time. What’s the real monthly burn?
2 · The Time
How many hours are you each actually working per week? Not billable — working. Include prep, admin, follow-up, invoicing, Notion, email, and the invisible orchestration. Of those hours, what percentage is true client delivery versus coordination and overhead?
What number of clients feels sustainable? Not maximum capacity — the number where quality stays high and life still has room. Rachel said “freedom” when asked what leaving hourly would feel like. What does freedom actually look like in hours per day, days per week?
3 · The Shape
If you could only keep three clients at their current terms, which three? What does that tell you about where the real value is — and what kind of work you want more of?
Lakewood is phasing out ($25K in Q1). What replaces that revenue? Do you want it replaced with the same kind of work, or different? Marcus wants 15–20% AUM growth. At the current delivery model, does growth mean more hours or better hours?
💎
SweetBot
The profitability view tells you how the money flows. These questions tell you what the money needs to do. They’re not the same question. Answer these before your next session — they shape everything we build.

The Clock That’s Running

Rachel’s kids are juniors in high school. She has roughly 18 months before they leave the house. She became an independent consultant specifically to be more present for them. She said: “I feel so guilty as a mother that I only have a year and a half with these kids under my roof.”
The 120% → 80% capacity decision isn’t just a business optimization. It’s a parenting decision with a deadline. Every week the infrastructure doesn’t get built is a week where Rachel works evenings instead of being present. The urgency here isn’t revenue. It’s time that doesn’t come back.
The Five-Year Dream — Both of You
Rachel: A 28-hour work week. A small team she trusts completely. Time to build the Clearview Pathways workshop series. Present for her kids. Choosing which clients to take, not scrambling for the next one.
Marcus: Work from anywhere — Spain, soccer games, sourdough. Keep the mind sharp through Meridian Capital. Lifestyle business at the highest quality. 20% yearly growth. Create wealth from their methodology, not just hours.
Same lifestyle, described from different angles — just like the business vision.
Practice Baseline

22 Domains. Verified Where Possible. Honest Where Not.

◆
What you’re looking at
Your entire practice mapped across 22 domains. Domains with solid session evidence show a score and a one-line reason. Domains we couldn’t score from this session appear with dashed borders — these become focus areas for future sessions. What to do: Look for the two L4 stars. Those are what you protect. Then look at the L1s — those aren’t failures, they’re potential that hasn’t been activated yet.
L1 Lacking
L2 Learning
L3 Launching
L4 Leveraging
To Explore
Cross-Intelligence Synthesis

Six Patterns Only Visible at the Intersections

◆
What you’re looking at
Insights that only emerge when multiple scorecards talk to each other. No single diagnostic can see these. What to do: Read each pattern and ask — “Is this true?” If yes, the action at the bottom of each one is your lever.
1
The Irony Pattern
Foundation × Economics
Clearview Wealth delivers governance frameworks to clients at L4. Your own templates live in heads, files save to Downloads, revenue defaults to hourly. You are actively giving clients what you haven’t built for yourselves.
→ Apply your own methodology to yourselves. The irony becomes the advantage.
2
The Invisible Product
Economics × Growth
Five proto-products proven by delivery, zero priced as standalone. Meanwhile: no inbound, no retention. These problems solve each other — name a product, build a graduation model, and both bookends resolve.
→ Name and price one proto-product. Build the graduation model. Both bookends resolve.
3
The Tony Insight
Growth × Partnership
Tom at Lakewell defined the subscription product without knowing it. Coaching ability plus structural container equals the cohort model — first recurring revenue.
→ Design the cohort model. First income that doesn’t require active labor.
4
The Appeasement Trap
Foundation × Partnership × Decisions
The Google/Microsoft deadlock is a symptom. The same pattern of mutual accommodation producing mutual paralysis appears across five major decisions. Each partner concedes to something the other didn’t actually want.
→ Name the pattern. Break one deadlock. The rest follow.
5
The Convergence
Partnership × Economics
Building the machine and running on the machine are the same future from two angles. Every investment in infrastructure is an investment in freedom.
→ Stop sequencing between visions. Start building. Every build serves both.
6
The Power Flip
Partnership × Growth × Economics
For years, Meridian Capital made margin on Marcus’s work — he was a sub on their paper. Then Elevate happened. The client was ready to write off Meridian Capital entirely. Clearview Wealth advocated for them, and the result was Meridian Capital going on Clearview Wealth’s paper. This isn’t a one-time exception — it’s evidence that Clearview Wealth’s business model has already shifted from subcontractor to prime contractor. The question: is this the new default?
→ Document the Elevate model as the template. Formalize what’s already happened.
The Full Scope

The Jobs That Are Waiting

Everything the Mirror surfaced. Named. Grouped. Yours. Not a list of recommendations — an inventory of what you told us needs to happen and ideas that were tabled.

Start This Week — No Session Required
Start the Weekly Sync
You’ve talked about this for two months. 30 minutes. Monday morning. Clients, projects, decisions, popcorn brain items. Put it on the calendar today.
Today
Reply to Two Testimonial Offers
Clients have literally offered to give testimonials unprompted. You haven’t taken them up on it. This week: reply to two of them. No system needed. Just hit reply.
This Week
Send Ryan Cho a Note
The Schwab contacts from October. Yes, it’s been months. A short, honest note beats silence: “Life got away from me. Still interested. Can we reconnect?”
This Week
Centralize the File System
Pick ONE shared location. Start using it today. OneDrive, Google Workspace, doesn’t matter yet. Just stop using Downloads as the default. 30 days. Let behavior decide the platform.
Today
Make the Work Findable
Cross-Ecosystem File Sync
Resolve the Google/Outlook split. Source of truth decided and enforced.
Urgent
Comms & Calendar Unification
Multiple emails, mixed calendars — needs resolution before AI tooling can work.
Blocking
Make Intelligence Flow
Node Intelligence Processor
Stream-of-thought after calls → auto planning software update staging for quick human verification.
Ready to Build
Contextual Knowledge Base
Query Clearview Wealth’s accumulated intelligence instead of digging through folders.
Post File-Sync
Automated Deck Generator
On-brand presentations without manual refinement. Marcus: “institutional-quality output.”
Post Templates
Thought Drop System
Weekly capture ritual → two content streams for Consulting + Guidance.
New Idea
Make Systems Work for You
Wealthbox Data Entry Overlay
Frictionless client updates. Talk into a mic after a client call, Wealthbox updates after human confirmation.
High Energy
Notion/Wealthbox Sync Triggers
Phase completion auto-sends docs for next phase. Make checking a box do something.
Post planning software
Shared AI Workspace + Prompt Library
40+ client silos unified. Clearview Wealth methodology baked in. Otter rebuilt for your actual meeting types.
Urgent
Make the Business Model Work
Value-Based Pricing Shift
Elevate model ($8K/month retainer output-based) is already live. Formalize it.
Live Now
Service Tier Packaging
Four tiers embryonic: planning software Audit → Clarity Plan → Full Execution → Strategic Coaching.
Needs Naming
Post-Execution Subscription Model
The graduation model. Tony’s observation becomes a product. Office hours, AMA drops, cohort sessions.
Totally Open
Automated Referral Tracker
Axiom Group agreement already signed with retainer trigger — needs activation system.
Signed
Make Clearview Wealth Visible
Partnership Brand Rollout
Two perspectives, one practice as owned positioning. Lives in website, proposals, every conversation.
Session Produced
Clearview Brand Architecture
Wealth, Pathways, Blog — how they connect, where they live, what “About Rachel” says. Gates the website. Guided Planning methodology is the bridge.
Gates Session 1
Website as Intelligent Hub
SEO/visibility optimized. Partner flow-through. Clearview Wealth as trusted quarterback, not planning software configurator.
Session 1 Confirmed
Unblock Delegation
The Training Terror
Rachel: “If we had to onboard someone, it would be so painful and so exhausting.” The real blocker isn’t documentation — it’s trust. “Trusting that someone can deliver at the same level of quality.” Until this is named and planned for, no hire sticks.
Root Blocker
Marcus’s Discovery Checklist
Rachel missed asking about budget and planning software on a prospect call. Marcus carries a mental checklist she can’t access. Extract it. Make it tangible. First delegation artifact.
Quick Extract
Operational Playbook v0.1
Document how one engagement actually works, end to end. Not perfect — just real. This becomes the training manual that makes the first hire possible.
Prerequisite
Five Decisions That Are Stuck

Drag to Rank. See What Emerges.

Click each decision to open it. Drag options to put what appeals most at the top. Your rankings become session prep.

Your Words

The Session, in Your Language

Every quote captured during the Mirror — organized by who said it. Your own words, reflected back.

E
“For the first time someone actually looked at how we operate, not just what we manage.”
Rachel · During the Mirror session
E
“I built the whole Notion workspace thinking we’d both use it — six months later it’s just me.”
Rachel · On project tracking
E
“Freedom.”
Rachel · When asked what leaving hourly billing would feel like
E
“That helps elevate us to focus on the big fries — and our small fries can use our methodology and try to run with it.”
Rachel · On the licensed methodology model
D
“Every client file lives in a different place but I need one dashboard across all of them.”
Marcus · On knowledge architecture
D
“We don’t sell a product. We sell perspective. But you can’t grow perspective at $275 an hour.”
Marcus · On the hourly model
D
“Are we really underwater if you let go of the hourly construct?”
Marcus · On the Elevate engagement
D
“I’ve learned I’m not good at seeing projects through to the end, but I will start another project in a heartbeat.”
Marcus · On working style
D
“We shape our process around each client. That’s why they stay. It’s also why we can’t scale.”
Marcus · On client relationships
D
“That’s what they’re paying us for. They’re not paying us to bill 30 hours next month.”
Marcus · On value vs time
B
“You make people feel heard without them realizing you’re also holding them accountable.”
Tony, Hargrove Family Office · Unprompted
E
“If someone wanted to license our planning methodology methodology, what would they be buying? Oh my God, that sounds so dreamy, and I don’t know what the fuck they would be buying.”
Rachel · On the licensing dream vs. reality
E
“If we had to onboard someone, it would be so painful and so exhausting because we have nothing documented.”
Rachel · On delegation and the trust barrier
E
“I feel so guilty as a mother that I only have a year and a half with these kids under my roof.”
Rachel · On the real cost of 120% capacity
E
“Marcus wants systems. Today I am the system. Marcus wants automated systems. We have no time to figure out automated systems.”
Rachel · On the core tension
E
“I want to show our kids that it is possible to do work that you enjoy and run a business following an atypical path and still raise a family.”
Rachel · On what Clearview Wealth is really for
E
“Our partnerships are ad hoc. They need so much love.”
Rachel · On the partner ecosystem
Actionable Tools — Yours to Use Now

Nine Tools Built for Your Practice

◆
What you’re looking at
These are not templates. They’re tools built from your session data, tuned to Clearview Wealth’s specific situation. Each one is usable today. Use the tabs to browse by category. Anything with a Copy button is ready to paste into Claude, a doc, or an email. What to do: Pick one to act on this week.
Tool 01: Partner Ecosystem Schema
Ready to Use

Your current partner roster mapped with roles, strengths, risks, and relationship type.

PartnerRoleStrengthRisk / GapStatus
Meridian Capital CloudPrimary executionDeep planning work, reciprocal relationshipConcentration — majority of revenue flows through thisActive · Reciprocal
Axiom GroupSecondary executionIndia-based, competitive pricing, signed agreementOffshore perception. Agreement idle.Signed · Inactive
Bridgepoint Wealth / LisaPrimary referralNearly all of Rachel’s clients originated hereSingle-person dependency. If Lisa stops, pipeline stops.Active · Critical
QBRMarketing / VALong relationship, WordPress maintenanceContent drifts from voice. Limited tech stack.Under Review
James Cantwell / TANReferral networkInfrastructure existsStagnant for a yearPassive
WealthTender Industry recognitionListed on advisor services mapNo way to convert visibility into pipelineNot Leveraged
Ryan Cho / SchwabReferral (dormant)Custodian rep who wants to send business6 contacts from Oct event — zero follow-upDropped
Ariana FentMutual referral (potential)Career Encore advisor specialistFirst conversation just happened. Needs nurture.New
Tool 02: Revenue Model Map
Ready to Use

Current revenue streams by client, channel, and pricing model.

ClientChannelPricingHealthNotes
ElevateClearview Wealth directOutput-basedStrongLive proof of value-based model. $8K/month retainer potential.
Hargrove Family OfficeClearview Wealth directStrategy retainerDeclining49% of Q1 revenue. Retainer got “malleable” — absorbed costs, quietly reduced strategic time. Neither side has named it.
Northvale GroupClearview Wealth directHourlyStableSmall. Teaching them to think with planning software.
One PointMeridian Capital + directHourlyEndingHired replacement. Wrapping up.
CBA / FrankClearview Wealth directHourly (value rate)StrongFractional chief of staff. 18 months. Deep trust.
Meridian Capital (sub)Meridian CapitalHourly $185/hrStable~19% of income. Predictable floor.
Tool 03: Client Interview Protocol
Session 1 Prep

The 4-section interview framework for Session 1. Start now — identify 4–6 clients, send the pre-interview email, begin scheduling.

Pre-Interview Email

Subject: Quick favor — 30 minutes to help us help more people like you Hi [NAME], We're updating how we tell our story — and nobody tells it better than the people who've lived it. Would you be open to a 30-minute conversation about your experience working with us? No prep needed on your end. Just honest reflections. We may use anonymized quotes on our website (we'll always check with you first). How does [DATE 1] or [DATE 2] look? — Rachel

Interview Sections

Section A — Before Clearview Wealth: What was the situation? What had you tried? What was the worst part?
Section B — The Decision: What made you choose Clearview Wealth? Was there a specific moment? What almost stopped you?
Section C — The Experience: Walk me through what happened. What surprised you? What was harder than expected?
Section D — The Outcome: What’s different now? What would you tell someone considering this? Would you do it again?

Post-Interview Scoring

After each interview, rate: Pain Clarity (1–5) · Outcome Specificity (1–5) · Quotability (1–5) · AI Readiness Signal (1–5). Record the best verbatim quote.

Recommended: Tom at Lakewell, the Elevate team, Northvale Group, and one client who chose not to continue.

Tool 04: The Monday Sync
Start This Week

The perception gap between you closes or widens every week. This 15-minute protocol ensures it closes. Not a status meeting — a coordination instrument.

CLEARVIEW MONDAY SYNC — 15 Minutes. Every Monday. 1. HOW FULL ARE WE? Each person: number 1-5. Gap of 2+ = discuss first. (The capacity illusion lives here.) 2. WHERE ARE OUR CLIENTS? Walk the roster. Each: green / yellow / red. One sentence: next action + who owns it. Flag anything one person carries that the other doesn't know. 3. IS ANYTHING WARMING UP? New leads, referral conversations, opportunities. Any relationship that needs a touch before it goes cold. Quick check: Axiom Group, TAN, Kitces, Ryan Cho. 4. WHAT'S ONE DECISION WE'RE AVOIDING? Name it. Don't solve it — just name it. Blocker type: information / agreement / capacity / avoidance? If >3 minutes, schedule separately. The naming is the value. 5. WHAT DID WE LEARN THIS WEEK? One insight each. Client conversation, tool, Claude session. Could it become an article / product feature / recommendation? This is how knowledge stops living in heads. 15 minutes. No more. Miss two Mondays and you'll feel the gap.
Tool 05: AI Prompt Library
Copy & Paste

Copy-paste prompts tuned to Clearview Wealth’s work. Variables in brackets — fill in and go.

Clarity Plan Generator

I'm a fractional wealth planning strategy consultant creating a Wealthbox Clarity Plan for an wealth management firm. CLIENT: [NAME] | AUM: [AMOUNT] | Current planning software: [SYSTEM] Team: [SIZE] | Pain: [DESCRIBE] | Trigger: [DESCRIBE] Create: 1) Current state assessment 2) Target architecture (SF owns vs other systems) 3) Data migration priorities 4) Implementation phases with dependencies 5) Risk register (top 5) 6) Success metrics. Client-ready. Challenge me.

Meeting Prep Brief

CLIENT: [NAME] at [FIRM] TYPE: [Strategy review / Check-in / Discovery] LAST INTERACTION: [Paste notes] OPEN ITEMS: [List] | STATUS: [On track / Behind / Blocked] Give me: 3 talking points by urgency, 1 question about their business (not project), red flags, next steps to propose, 1 thought leadership observation. One page. No fluff.

Proposal Drafter

PROSPECT: [NAME] | NEED: [PROBLEM] QUOTES: [KEY PHRASES FROM THEM] BUDGET: [SIGNAL] | TIMELINE: [URGENCY] TYPE: [Clarity Plan / Audit / Implementation / Advisory] Structure: 1) Understanding (their language) 2) Approach (phased) 3) Deliverables (named outputs) 4) Investment (output-based NOT hourly) 5) Why Clearview Wealth (inside-out + outside-in) 6) Next steps. Price the outcome, not hours.

Weekly Knowledge Synthesis

THIS WEEK'S WORK: [Paste summary across clients] Extract: 1) Patterns across clients 2) Reusable assets (templates, checklists) 3) Benchmark data for industry KB 4) Content seeds (blog/LinkedIn/workshop) 5) Process improvements (manual → templated). Format as knowledge log.

Post-Project Graduation Roadmap

CLIENT: [NAME] | BUILT: [DELIVERABLES] WORKING: [WINS] | STILL NEEDS: [GAPS] Create 90-day roadmap: Month 1 Stabilize, Month 2 Optimize, Month 3 Expand. Include "When to call us back" — specific triggers for re-engagement. NOT a sales pitch. Genuine guide to self-sufficiency with honest flags.

planning software Audit Prep

FIRM: [NAME] | SF EDITION: [ED] INTEGRATIONS: [LIST] | KNOWN ISSUES: [DESCRIBE] Pre-review checklist: 1) Portfolio allocation review 2) Risk tolerance update 3) Tax-loss harvesting scan 4) Estate planning gaps 5) User adoption signals 6) Quick wins (<1hr fixes). Flag common advisory practice Wealthbox misconfigurations specifically.

+ 6 more prompts (Portfolio Architecture Builder, Governance Builder, Segmentation Analyzer, Scoping Assistant, Thought Drop Processor, Competitive Positioning) delivered in Session 1 materials.

Tool 06: Client Graduation Model
Revenue Architecture

Turns “engagements just end” into “clients graduate into ongoing value.” Four stages with triggers, pricing, and transition touchpoints.

CLIENT GRADUATION MODEL — Clearview Wealth Partners STAGE 1: ACTIVE ENGAGEMENT Type: Clarity Plan / planning software Audit / Implementation Pricing: Output-based (per deliverable) TRIGGER → Stage 2: Final deliverable shipped STAGE 2: TRANSITION (90-DAY BRIDGE) Pricing: Included (goodwill investment) Day 30: "How's it landing?" email (Rachel, 15 min) Day 60: Quick health check call (Marcus, 30 min) Day 90: Graduation offer — invite to Stage 3 TRIGGER → Stage 3: Client wants ongoing access TRIGGER → Stage 4: Client says "we're good" STAGE 3: RETAINED ADVISORY (THE COHORT) Pricing: $X/month or $Y/quarter Includes: - Quarterly 1:1 strategy call (60 min) - Monthly office hours (group, 60 min) ← Tony's insight - Async access (email or defined channel) - Annual planning software health check (Health Check baseline) TRIGGER → Stage 4: Non-renewal STAGE 4: ALUMNI Pricing: Free (they ARE your referral engine) - Newsletter / thought leadership content - Annual check-in (Rachel, 15 min) - Priority re-engagement access - Referral invitation with framework TRIGGER → Stage 1: New project surfaces

Graduation Email (Day 90 — from Rachel)

Subject: 90 days in — quick check + an idea Hi [FIRST_NAME], It's been 90 days since we wrapped [PROJECT]. How's it landing? A lot of our clients tell us the hardest part isn't the build — it's maintaining momentum after. Systems work, but without someone to check in with, old habits creep back. We're running a small group: quarterly strategy calls, monthly sessions where you connect with other firms working through similar challenges, and a standing invitation to ask questions between sessions. No pressure. If you're in a good rhythm, that's exactly what we hoped for. But if things are drifting, this might be the right time. Want to grab 20 minutes this week? — Rachel
Tool 07: Pricing Decision Tree
Every New Engagement

Walk through this for every new opportunity. Eliminates the default-to-hourly reflex.

PRICING DECISION TREE — Clearview Wealth Partners Q1: WHO IS THE CLIENT? ├─ Meridian Capital partnership → HOURLY $185/hr (their terms) ├─ Clearview Wealth direct, new → Go to Q2 └─ Clearview Wealth direct, returning → Go to Q3 Q2: WHAT IS THE SCOPE? ├─ Defined deliverable (Clarity Plan, Audit, Portfolio Architecture) │ → OUTPUT-BASED │ Clarity Plan: $6K-$9K | planning software Audit: $2.5K-$5K │ Portfolio Architecture: $4K-$7K | Guided Planning: $6K-$7,500 │ ├─ Ongoing advisory need │ → RETAINED ADVISORY │ Light: quarterly | Standard: monthly | Premium: embedded │ ├─ Large transformation (3+ months) │ → HYBRID: Output per phase + retained umbrella │ └─ Unclear / exploratory → PAID DISCOVERY: $500-$1K → then OUTPUT Q3: RETURNING CLIENT? ├─ New project → OUTPUT-BASED (see Q2) ├─ Ongoing guidance → RETAINED ADVISORY └─ Quick question → Part of retainer (or conversion moment) // GOLDEN RULE: If you're calculating hours × rate, STOP. // Ask: "What is this deliverable worth to them?"
Tool 08: Knowledge Audit Checklist
This Week

Before building a knowledge base, inventory what exists. Complete independently, then compare — the gaps between your answers ARE the perception gap.

KNOWLEDGE AUDIT — Mark each: EXISTS (where?) / DOESN'T EXIST / NOT SURE TEMPLATES & FRAMEWORKS 1. [ ] Clarity Plan template (standard structure) 2. [ ] Portfolio Architecture Map template 3. [ ] Guided Planning package template 4. [ ] planning software audit checklist (Health Check prep) 5. [ ] Proposal template 6. [ ] SOW / engagement letter template 7. [ ] Post-project roadmap template 8. [ ] Client onboarding checklist 9. [ ] Meeting prep template 10. [ ] Status report template CLIENT INTELLIGENCE 11. [ ] Active client list with status 12. [ ] Client contact database 13. [ ] Past project archive (deliverables) 14. [ ] Client testimonials / quotes 15. [ ] Referral tracking (who sent whom) BUSINESS OPERATIONS 16. [ ] Pricing history (what you charged whom) 17. [ ] Partner agreements (Meridian Capital, Axiom Group, TAN) 18. [ ] Brand assets (logo, colors, fonts) 19. [ ] Website content (current copy) 20. [ ] Marketing materials (decks, one-pagers) KNOWLEDGE & IP 21. [ ] Industry benchmarks from audits 22. [ ] Clearview Wealth methodology documentation 23. [ ] Guided Planning framework 24. [ ] Marcus's 40+ ChatGPT client prompts 25. [ ] Thought leadership content WHERE TO LOOK Marcus: Downloads · OneDrive · SharePoint · Google Workspace · 40+ ChatGPT conversations · Excel Rachel: Notion workspaces · Google Workspace · Outlook Shared: Wealthbox (new) · Slack · Otter transcripts Vendor: QBR WordPress admin · Meridian Capital shared folders Tools: QuickBooks · Acuity · Mailchimp · 1Password vault After completing independently: Compare. Anything "exists" for one and "not sure" for the other IS the perception gap.
Tool 09: Engagement Naming Worksheet
Name One Product

Turns an unnamed product into a named, priced, describable offering. Start with whichever of the five proto-products feels closest to ready.

ENGAGEMENT NAMING WORKSHEET — Pick one proto-product to name 1. WHAT IS IT? Proto-product: [Clarity Plan / Portfolio Architecture / Governance / Roadmap / Audit] One sentence: [What does the client receive?] Working name: [What you call it internally] 2. WHO IS IT FOR? Ideal client: [Size, stage, pain point] Trigger: [What happened that made them look?] What they tried: [What didn't work?] 3. WHAT'S INCLUDED? Deliverable 1: [Named output] Deliverable 2: [Named output] Deliverable 3: [Named output] Timeline: [Start to delivery] Client effort: [What they provide] 4. WHAT'S NOT INCLUDED? Exclusion 1: [What people assume but isn't] Upsell path: [What naturally follows?] 5. PRICE IT Value to client: [Problem solved? Cost of NOT doing it?] Your cost: [Hours × internal rate] Price: $[___] // Rule: 3-10x cost. Under 3x = underpricing. 6. ONE PARAGRAPH (website-ready) // Lead with what changes for them, not what you do. [Write it here] 7. LITMUS TEST [ ] Could someone buy this from a webpage? [ ] Could you deliver it to 3 clients this quarter? [ ] Does the name make sense to a stranger? [ ] Is the price based on value, not hours? [ ] Would you be proud to put this on LinkedIn?
Your Next Steps

Your Sessions. Your Sequence. Your Call.

◆
What you’re looking at
Nothing here is locked in. You can swap sessions, change the order, or mix Map and Machine as you go. The website design and development is our commitment to you — a make-good for the Seed process. That’s not a session. That’s a promise.

If something in this portal sparks an idea we haven’t named as a session — bring it to us. We’ll scope it together and determine whether it fits as a Map, a Machine, or a full SweetConnect engagement.

What to do: Review the sequence. Pick your Session 2. Reply to Liz.

Recommended Sequence

We recommend interviews first because your clients’ language feeds directly into the website. Whatever you choose for Session 2 sharpens the website further. The website comes last so it captures everything — not guesses at it.

Session 1: Client Interviews
$1,400
4-section interview protocol, pre/post email templates, analysis framework, voice-of-customer bank. Their language becomes your website copy, your positioning, your proof.
✓ Confirmed · Map
Session 2: Your Choice
$1,400
Pick from the options below — or anything from the full catalog. This session sharpens whatever matters most before we build the website.
You choose → reply to Liz
Session 3: Website Architecture
$1,400
Sitemap, page hierarchy, content strategy, Clearview brand architecture, referral pathway, SEO structure. Last because it captures everything the earlier sessions produce.
✓ Confirmed · Map

Session 2 Options

These are recommendations based on what surfaced in the Mirror. But you’re not limited to these three — the full catalog below is open. Pick whatever feels most urgent after reading this portal.

Option A: Service Tiers & Revenue
$1,400
Named tiers, pricing framework, Elevate model formalized, transition protocol for hourly clients. Feeds directly into website service pages.
Reply to Liz
Option B: Brand & Methodology
$1,400
Messaging hierarchy, Clearview brand architecture, IP catalog, competitive differentiation, trademark-ready definition. Feeds into every page of the website.
Reply to Liz
Option C: Knowledge Base Architecture
$1,400
File architecture decision resolved, folder structure, template library spec, shared Claude workspace. 40+ client silos, unified. Operational relief now.
Reply to Liz

Three Ways to Think About Sequencing

These aren’t prescriptions — they’re lenses. After your 3 purchased sessions, you can continue with more Map or Machine sessions. These paths show how different starting points create different downstream momentum. Read all three, then ask: which one describes the pain that wakes me up at night?

Build the infrastructure, then let it compound.

Best when the daily operational chaos is what’s burning you out. email inbox as the system of record. Sticky notes as the task manager. Every meeting follow-up rebuilt from scratch. If you fix what’s underneath, everything on top gets easier — but the market won’t see the change until later.

1
Knowledge Base
Shared files, templates, one source of truth
2
planning software Architecture
Wealthbox as intelligence hub, not data entry
3
AI Environment
Shared AI workspace, Otter configured for you
4
Service Tiers
Named offerings built on top of working systems
The trade-off: Brand clarity and visibility come later. You’ll feel internal progress fast, but market-facing momentum is delayed. Choose this if: Rachel’s 9-step meeting follow-up workflow made you wince.

Know who you are, then build from there.

Best when the Three Clearview Wealths confusion is the most painful thing. Your website doesn’t describe what you do. Your marketing person posts consulting content to the Guidance page. Lisa’s referrals land on a site that makes you cringe. If the world can’t see who you are, nothing else compounds.

1
Brand Positioning
Messaging hierarchy, Three Clearview Wealths resolved
2
Website
Built on interviews + brand clarity
3
Subscription Model
Tony’s insight becomes a product
4
Service Tiers
Named packages on the new website
The trade-off: Internal infrastructure comes later. The operational mess continues while external positioning advances. Choose this if: the Constellation Problem section hit hardest.

Fix what’s leaking money first.

Best when the pricing model is the acute pain. You know you’re undercharging. Elevate proves the output model works. But hourly is still the default. Engagements end and clients vanish. If you fix the revenue architecture, you buy the time to fix everything else.

1
Revenue Architecture
Tiers named, Elevate model formalized
2
Subscription Product
Tony’s insight, cohort, recurring revenue
3
Health Check Product
planning software Audit as standalone, benchmark data as asset
4
Referral System
Protocol formalized, Axiom Group activated
The trade-off: Brand and operations come later. You’ll earn more per hour but still operate on sticky notes. Choose this if: the Pricing See-Saw and 5 Proto-Products sections made you want to act immediately.

Full Session Menu

Everything available. Map sessions produce strategy, blueprints, and frameworks you execute. Machine sessions produce working systems, configured tools, and deployed assets. Nothing is gated — we’ll gather whatever foundation we need inside the session itself.

SessionTypeWhat It ProducesPrice
Brand Positioning & BG™MapMessaging hierarchy, Clearview brand architecture, IP catalog, trademark-ready definition$1,400
Service Tier DesignMapNamed tiers, pricing framework, Elevate model formalized, transition protocol$1,400
Knowledge Base ArchitectureMapFile architecture, folder structure, template library spec, shared Claude workspace design$1,400
planning software ArchitectureMapWealthbox field design, pipeline stages, dashboard specs, integration blueprint$1,400
Subscription Model DesignMapGraduation pathway, cohort structure, pricing tiers, retention system design$1,400
Partner Ecosystem StrategyMapReferral framework, Meridian Capital formalization, Axiom Group activation plan, rev-share model$1,400
Knowledge Base BuildMachineLive shared workspace, files migrated, templates populated, Claude environment configured$1,800
planning software ActivationMachineWealthbox configured, contacts loaded, pipeline live, dashboards deployed$1,800
AI Environment BuildMachineShared AI workspace built, Otter configured, prompt library built, 40+ silos unified$1,800
Referral System BuildMachineReferral tracking in Wealthbox, partner agreements templated, nurture cadence configured$1,800
Deck GeneratorMachineOn-brand deck templates, proposal generator, institutional-quality output from Claude$1,800
Website Build & LaunchCommittedFull website designed and developed. SweetBot’s commitment to you.Included

Session Pricing & Bundles

You can mix Map and Machine sessions within any bundle. The bundle price is based on the session type. All sessions are 90 minutes and follow the SweetCycle — from Seed to Ship.

The Map
Strategy You Execute
Clarity Plans, frameworks, decision architecture, prompts. You leave with the plan and the tools to act on it. Your judgment, your hands.
$1,400 / session
3 sessions: $4,200 · 90-day window
6 sessions: $8,400 · 120-day window · + free 30-min live training with Liz
9 sessions: $12,600 · 180-day window · + free 60-min live training with Liz
The Machine
We Build It For You
Working systems, configured tools, deployed assets, complete SOPs. You co-create in the session; the finished deliverable is what you walk away with. One revision included.
$1,800 / session
3 sessions: $5,400 · 90-day window
6 sessions: $10,800 · 120-day window · + free 30-min live training with Liz
9 sessions: $16,200 · 180-day window · + free 60-min live training with Liz
Beyond sessions: SweetSync ($1,500/month) is the ongoing platform — advisory access, community, office hours, and continuous evolution. Month-to-month after completing the Mirror. SweetConnect is for anything that doesn’t fit a standard session — enterprise, custom builds, scoped projects. If it doesn’t fit a tier, it fits here. Start a conversation →

Your Priority Portrait

This updates as you engage with the portal. Your reactions and decision rankings reveal patterns you may not have noticed yourself.

Engagement Summary
0
Sections Reacted To
0
Resonates
0
Surprised

Start reacting to sections above to see your portrait emerge.

This Portal Is Yours.

Use every framework here. Take the questions to your own clients. Show the duality framing to a peer and watch them recognize themselves. None of this requires another session to be valuable. When you’re ready to build — we’re here.

Reply to Liz Explore SweetBot
Elizabeth Dykes, CFP® · [email protected] · explore.sweetbot.ai
SweetBot Inc. · March 2026 · Delivered via SweetBOS Mirror Protocol
Prepared for Rachel & Marcus Torres · Clearview Wealth Partners
Portal access converts to Read-Only 30 days after final session unless SweetSync is active.