SweetBot · Possibility Primer

Before you fill out the Seed,
see what it plants.

This isn't a brochure. It's a preview of what the Mirror session reveals — the landscape your answers will map, the assets that get built from what you share, and the paths that open based on what we find together.

Read this before opening the Seed questionnaire. It takes 5 minutes and will make every answer you give sharper.

22Domains
50Capabilities
5Maturity Levels
90Minutes
01 — The Landscape

Every advisory practice runs on 22 domains.

Most consultants can name five or six. The Mirror assesses all 22 — scoring each from L1 (Latent) to L5 (Leading). The result is the first time you see your entire practice at once. Not what you think it looks like. What it actually is.

Maturity levels:
L1 · Latent
L2 · Learning
L3 · Launching
L4 · Leveraging
L5 · Leading
Why this matters for Clearview Wealth: You guide clients through complex financial decisions every day. Now someone's assessing yours — not your tech skills, but the 22 dimensions that make Clearview Wealth a business. The domains where you're strongest as practitioners may be exactly where you're weakest as a firm. That gap is where dormant value lives.
02 — What We're Looking At

For Clearview Wealth specifically, these domains matter most.

Not all 22 carry equal weight for an advisory practice at your stage. Based on what we already know, these are the domains with the highest leverage for Clearview Wealth. Your Seed answers will sharpen or rewrite this map entirely.

03 — What Gets Built

Every answer in the Seed becomes something real.

This isn't a survey that disappears into a report. Every question maps to a specific deliverable in your portal — an asset to build your foundation. Here's what your answers produce:

The design principle: We don't ask questions to extract information. We ask questions because we know exactly what we're building with the answer. A rich Seed produces a build session. A vague Seed produces a discovery session. You're clearly not vague people.
04 — How It Works

From Seed to portal — the rhythm.

You're not paying for session time. You're paying for the thinking that happens before, the precision that happens during, and the asset that arrives after.

Now → Wed
🌱 Seed
Answer the questionnaire. Upload raw material to the Drive. Be honest — it's more useful than polished.
Your role · 90 min +
Wed → Fri
🔬 Synthesize
I analyze every answer, map domain coverage, flag patterns, build hypotheses, and design the session architecture.
My role · Invisible to you
Friday
🎯 Session
90 minutes. We go deep on the domains that matter most. I validate hypotheses, surface dormant value, and co-identify priorities.
Together · Recorded
After
📦 Portal
Your complete Clearview Wealth Intelligence Portal. 22-domain scorecard, dormant value map, curated deliverables, 90-day roadmap. Permanently yours.
Delivered within 5 business days
05 — What You'll Receive

Your portal isn't a report. It's an operating asset.

Every Mirror engagement produces a portal — bespoke to the practice, permanently owned, and designed to be used, not filed. Here's what lives inside:

THE MIRROR SEES
The Headline Finding
The one pattern you can't see because you're too close to it. The thing that reframes everything else.
THE BOARD
22-Domain Heat Map
Every domain scored. Visual. The first time you see your entire practice mapped — strengths, gaps, dormant value, all at once.
DORMANT VALUE
What You're Sitting On
Assets, capabilities, and IP you already have that aren't activated yet. Named, evidenced, with a path to unlock them.
BIZZYBOT COUNCIL
Multiple Perspectives
4 analytical lenses evaluate your practice from different angles — operations, strategy, values, reality. Each catches what the others miss.
WHAT GETS BUILT
Curated Deliverables
From a catalog of 50, the 8–12 most impactful for Clearview Wealth — selected based on where your leverage is highest, not a generic checklist.
THE ROADMAP
90-Day Priority Sequence
Month by month, what to build first. Sequenced by dependencies, not urgency. This becomes your operating plan if you want it to.
06 — After the Mirror

The portal is yours. Then you choose.

No sequence. No ladder. No lock-in. The Mirror stands alone as a complete diagnostic. If you want to build on it, three paths are available — in any order, at any time.

📐
The Map
You hold the wrench
Blueprint sessions. I design the architecture with you — you build it. Strategy you execute.
🛠️
The Machine
I hold the wrench
Full build. IP extracted together, finished assets delivered into your portal. Ready to deploy.
🔄
SweetSync
The living system
Ongoing co-evolution. Not coaching — the methodology itself, compounding over time.

Or: take the portal and use it on your own. Come back when ready. No pressure. No expiry.

Now open the Seed.

You have the landscape. You know what the questions produce. You know what the Mirror reveals. The richer you plant, the deeper we go on Friday.

Your Seed questionnaire is in the shared Google Drive folder — one for Rachel, one for Marcus. Complete by end of day Wednesday, March 4.

— Liz
[email protected] · 514.893.0168
SWEETBOT INC.