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SweetBot · Mirror Seed

Rachel's Seed.

You've been through the conversations with me. You see what SweetBot does. This Seed lets you turn that same lens on Clearview Wealth — not as a client going through the motions, but as someone who already understands the architecture behind it.

Answer in whatever way feels natural to you. Some of this will come fast. Some will make you pause. Both are valuable.

Clearview Wealth Partners Mirror · Friday March 7 Due: Wed March 5 EOD
How to complete this — your way
✍️
Type directly into this page
Your progress auto-saves every 30 seconds in your browser. Use the "Save Progress" button anytime. Come back to this same file later and your answers will still be here.
🎙️
Record yourself talking through it
Open a Zoom/Loom/voice memo, share your screen with this page, and talk through your answers. Drop the recording in the shared Google Drive folder. This is often the fastest and richest way — talk is easier than writing.
📄
Answer in a separate doc
Reference the question numbers (Q01, L04a, etc.) and write your answers in Google Docs, Word, or email — whatever flows. Drop it in the shared folder or email it to [email protected].
📁
Upload documents to the shared folder
For the document checklist at the bottom — just drop files into the Google Drive folder. Any format. Screenshots, PDFs, exports, photos of whiteboards — whatever exists.
🔀
Mix and match
Type some, record some, email some, upload some. There's no wrong way. The goal is your honest perspective — the format is secondary.
A note about Rachel + Marcus: You and Marcus have different vantage points. Where your answers differ is where the real intelligence lives. Don't align your answers — give me yours.

Green cards show what we already know from our conversations. Confirm, evolve, or correct each — then the questions fill in what's still unknown.

Maturity ladders show how practices operate at different levels. Click the closest one — or write in your own reality. There's no wrong level.

Every question is optional. Skip anything. The ones you skip tell me something too — we'll explore them live on Friday if they matter.

Every question shows what it produces in the portal. You're not filling out a survey — you're providing raw material for assets you'll permanently own.
01 · D1 PARTIAL
Strategy & Positioning
Where is Clearview Wealth going? Is the vision shared? Does your positioning match your reality?
Positioning statement, strategic direction anchor, vision alignment map
What we already know
Clearview Wealth provides comprehensive wealth planning for business owners and executives — specializing in portfolio strategy, risk architecture, and life-stage financial transitions.
Website + calls Jan 2026
Three named service tiers on the website: "Get Stuff Done" (full project leadership), "Get Clear Now" (market analysis), "Get in Motion" (strategic planning).
clearviewwealth.com
Three pillars described on the website: Strategic Execution, Group Facilitation, Pragmatic Marketing — plus "intuition" as a differentiator.
clearviewwealth.com/how-we-do-it
You stated three goals for this engagement: (1) strategic + operational support for Clearview Wealth, (2) experience the methodology to understand it, (3) identify clients to confidently refer to SweetBot.
Your email, Feb 10 2026
How clear and aligned is Clearview's strategic direction?
PRODUCES → Strategy clarity score, vision alignment assessment
L1
No defined strategy. Operating opportunistically — taking work as it comes.
✓
L2
General direction exists but it's not written down. Co-founders might describe it differently.
✓
L3
Strategy is articulated but not documented or regularly revisited. Some alignment, some drift.
✓
L4
Clear strategy documented and shared. Both co-founders aligned. Decisions reference the plan.
✓
L5
Strategy drives everything — hiring, pricing, marketing, client selection. Reviewed and evolved quarterly.
✓
Q01In one sentence — how do you describe what Clearview Wealth does to someone completely outside your industry?
Not the elevator pitch. The version you'd use at dinner with a smart friend who's never worked with a financial advisor.
PRODUCES → Positioning statement — the real one
Q02What problem do you solve that clients genuinely couldn't solve without you — not because they lack intelligence, but because they lack something specific you have?
The real answer often starts with "they have the knowledge but..." or "they keep starting and then..."
PRODUCES → Core value proposition — the irreplaceable thing
Q03What would need to be true for Clearview Wealth to be meaningfully larger in 3 years — and do you both actually want that?
Be honest about the "want" part. There's no wrong answer — but your answer shapes everything we prioritize.
PRODUCES → Growth intent anchor — scale vs depth vs exit
Q04The website describes three service tiers: "Get Stuff Done," "Get Clear Now," and "Get in Motion." How well do those still describe what you actually offer?
If they don't match reality anymore, that's useful to know.
PRODUCES → Service architecture reality check
Q05What would a smart competitor say is Clearview's biggest vulnerability?
The thing that's true enough to sting.
PRODUCES → Competitive vulnerability map
02 · D2 PARTIAL
Client Segmentation
Who are your best clients? Who drains you? Are you serving the right people at the right price?
Ideal client profile, client tier architecture, segmentation model
What we already know
Primary clients are high-net-worth clients and business owners.
Website + calls
You described your clients as firms that start with one ambitious idea that "splinters into many and they don't get very far because it's too overwhelming."
Jan 2026 call
How do you think about the different types of clients in your practice?
PRODUCES → Segmentation architecture — current state
L1
Everyone gets the same approach. No real distinction between clients.
✓
L2
A sense of "best vs. rest" but it's instinct, not a framework.
✓
L3
Informal tiers in your head — you know who gets more time and attention.
✓
L4
Categories exist with some documentation. Different service approaches per type.
✓
L5
Defined tiers with different service models, pricing, meeting cadence, and communication per tier.
✓
Q06Describe your best current client relationship. What makes it work?
The one you'd clone if you could. What's true about them — size, attitude, how they engage, what they value?
PRODUCES → Ideal client profile — raw material
Q07Who are your clients, really — not the ideal ones, the actual ones you serve most right now?
Firm size, AUM range, stage, what they're actually dealing with, what they need from you.
PRODUCES → Actual client profile — reality check for ICP
Q08How many active clients right now? What's your ideal number? And roughly what does revenue look like?
Active = engaged in the last 6 months. Ranges are completely fine.
PRODUCES → Practice scale profile, capacity assessment
Q09Has there been a client relationship that drained you — or one you wish you'd said no to?
What was off? The money, the fit, the dynamic, the scope? What would you do differently?
PRODUCES → Anti-client profile, boundary architecture
03 · D3 PARTIAL
Marketing & Brand
Does the market know you exist? Is the brand working for you or against you?
Brand audit, messaging architecture, content strategy, website overhaul brief (Map Session 3)
What we already know
Website at clearviewwealth.com. Marcus's page was added. Website overhaul is a priority — the previous copywriter engagement didn't work out.
Email Feb 10, 2026
Testimonials page has 15+ endorsements, primarily from Rachel's prior platform era.
clearviewwealth.com/testimonials
Clearview Compass (women's leadership workshops, self-discovery) is described as a companion initiative on your bio page.
clearviewwealth.com/about/rachel
How visible is Clearview Wealth in your market right now?
PRODUCES → Market visibility assessment, brand gap analysis
L1
Minimal online presence. Business is word-of-mouth.
✓
L2
Website exists but may not reflect current reality. Sporadic LinkedIn presence.
✓
L3
Website is reasonably current. Recognized by existing network but not beyond it.
✓
L4
Active presence: regular content, speaking or thought leadership. Some inbound from visibility.
✓
L5
Known authority in niche. Content ecosystem. Inbound exceeds capacity.
✓
Q10What is the website supposed to do for Clearview Wealth? What would "working" look like?
Generate leads? Validate credibility? Attract a specific type of client? Something else?
PRODUCES → Website purpose definition — Map Session 3 anchor
Q11The testimonials page is strong — but how well does it represent current Clearview Wealth?
Are there current client relationships that could produce testimonials? What's blocking that?
PRODUCES → Social proof audit, testimonial strategy
Q12Where are you showing up? Check everything that applies.
PRODUCES → Channel audit
WebsiteLinkedIn (personal)LinkedIn (company)Conference speakingPodcast appearancesWritten content / articlesEmail newsletterReferral networksPartner co-marketingIndustry directoriesOther
Q13The previous copywriter engagement didn't work out. What happened — and what would need to be different this time?
The failure pattern here tells us something useful about how Clearview Wealth works with outside help.
PRODUCES → Website overhaul constraints — Map Session 3 prep
Q14Clearview Compass (women's leadership) — how does it relate to Clearview Wealth Partners? Same brand, separate brand, somewhere in between?
Does it help the advisory practice, compete with it, or exist independently?
PRODUCES → Brand architecture clarity
04 · D4 PARTIAL
Outreach & Business Development
How do clients find you? What's actively growing the business?
Lead source audit, pipeline architecture, referral system schema
What we already know
Sarah Kim introduced Clearview Wealth to SweetBot.
Engagement history
How does Clearview Wealth generate new business?
PRODUCES → Lead generation system assessment
L1
Entirely passive. Clients find us through word-of-mouth. No outbound effort.
✓
L2
Occasional outreach — an email, a LinkedIn post — but no rhythm or system.
✓
L3
Some active effort: attend events, maintain referral relationships, post occasionally.
✓
L4
Defined business development activities on a cadence. Track what's working.
✓
L5
Full pipeline system: multiple channels, tracked, measured, optimized.
✓
When someone refers a prospect to Clearview Wealth — what actually happens?
PRODUCES → Referral system architecture
L1
Organic. No tracking. Reach out when we can — timing varies.
✓
L2
Acknowledge the referrer, but no defined follow-up sequence.
✓
L3
Loose process exists (intro, thank-you) but not documented.
✓
L4
Defined sequence: referrer acknowledged promptly, prospect contacted, loop-back on conversion.
✓
L5
Systematized with tracking. Know conversion rate, top referrers, and what motivates them.
✓
Q15Where did your last three clients actually come from? Walk me through each one.
Not "referrals" — who referred, from where, triggered by what, how long from intro to signed.
PRODUCES → Lead source reality, conversion pattern
Q16How many active prospects are you tracking right now — and where?
CRM, spreadsheet, your head, nowhere. The honest answer.
PRODUCES → Pipeline management assessment
Q17Is there any active outbound business development — or is everything inbound/referral?
Speaking, content, cold outreach, partnerships, events — anything deliberate.
PRODUCES → Growth engine architecture
05 · D5 DARK
Sales & Discovery
What happens when someone raises their hand? How does interest turn into an engagement?
Discovery process map, conversion system, proposal architecture
What does the journey from "first conversation" to "signed engagement" look like?
PRODUCES → Sales/conversion system assessment
L1
No defined process. Each prospect is handled differently based on how it feels.
✓
L2
General pattern exists (call, maybe a proposal) but nothing documented.
✓
L3
Defined steps: intro call, discovery, proposal, follow-up. Proposals follow a rough template.
✓
L4
Consistent process with templates, timeline expectations, and decision criteria.
✓
L5
Systematized: scripted discovery, tiered proposals, follow-up cadence, conversion tracked.
✓
Q18Walk me through your last signed engagement — from first contact to "yes."
Who initiated? How many conversations? What convinced them? How long did it take?
PRODUCES → Conversion process map
Q19When a deal doesn't close — what's usually the reason?
Not the official reason — the real pattern.
PRODUCES → Conversion intelligence, objection map
PriceFit — wrong clientTiming — not ready yetSomething in our processThey went elsewhereThey just never decidedDon't track thisOther
Q20What does a Clearview Wealth proposal look like? Walk me through what a prospect receives.
Format, length, what's included, how pricing is presented, how it's delivered.
PRODUCES → Proposal architecture audit
06 · D6 DARK
Onboarding & Intake
What does a new client experience from "yes" to first value delivery?
Onboarding sequence, first-90-days architecture, expectation-setting framework
How structured is the new client onboarding experience?
PRODUCES → Onboarding system maturity
L1
No defined process. Jump straight into the work.
✓
L2
Some basics: signed SOW, intro call, maybe an intake questionnaire. Not consistent.
✓
L3
Defined steps. Welcome email or packet, kickoff meeting, stakeholder introductions.
✓
L4
Full onboarding sequence: documented steps, templates, timeline, milestones.
✓
L5
Designed client experience from day one. Onboarding itself creates value and builds confidence.
✓
Q21Walk me through what happens from "client signs" to "we're in full delivery mode."
The real version. What actually happens — and what tends to fall through the cracks?
PRODUCES → Onboarding process map
Q22How do you set expectations at the start — about timeline, communication, what success looks like?
Documented? Verbal? Assumed?
PRODUCES → Expectation-setting framework
07 · D7 SIGNAL
Service Delivery
How is the work actually done? What's consistent, what's custom, what's documented?
Delivery model map, engagement sequence, productization candidates
What we already know
Delivery model is fractional — embedded in client organizations as project leaders, CRM strategists, coordinators of complex initiatives.
Website + calls
How consistent and documented is Clearview's delivery model?
PRODUCES → Delivery maturity assessment
L1
Every engagement is custom. The approach is in the founders' heads.
✓
L2
General pattern exists but adapts significantly per client. Some shared templates.
✓
L3
Core methodology defined. Phases, milestones, meeting cadence exist. Customized at the edges.
✓
L4
Documented methodology with clear phases, templates, status rhythms, and handoff points. Could be taught.
✓
L5
Named methodology recognized by clients as IP. Repeatable, delegatable, competitive advantage.
✓
Q23Walk me through a typical engagement from the client's perspective — start to finish.
Discovery → scoping → kickoff → delivery → status rhythm → completion. How consistent is this across clients?
PRODUCES → Engagement sequence map
Q24What's repeatable in your work — and what's truly custom every time?
The repeatable parts are where productization lives. Be honest about what's actually custom vs. what just feels custom.
PRODUCES → Productization opportunity map
Q25What's the typical engagement length and fee range?
Ranges are fine. Months, not exact figures.
PRODUCES → Engagement economics profile
Q26Where do things tend to slow down or get stuck in delivery — if anywhere?
Bottlenecks, dependencies on one person, handoffs that don't always go smoothly.
PRODUCES → Delivery bottleneck map
08 · D8 DARK
Review & Value Proof
Do clients know the value they're receiving? Are you capturing proof of impact?
Value articulation framework, testimonial strategy, impact measurement
How do clients know the value Clearview Wealth delivers?
PRODUCES → Value proof system assessment
L1
They trust us — it's implied, not demonstrated.
✓
L2
We tell them verbally — in meetings or status calls.
✓
L3
Some form of project recap or close-out summary. Not consistent.
✓
L4
Structured value proof: documented outcomes, before/after, ROI at engagement close.
✓
L5
Systematic: testimonials captured, outcomes measured, value report delivered. Impact accumulates.
✓
Q27How do your clients know the value they're getting from Clearview Wealth?
Not what you believe they know — what you actually demonstrate.
PRODUCES → Value articulation gap analysis
Q28What happens when an engagement ends? Any formal close-out, retrospective, or follow-up?
Handoff? Review of outcomes? Plan for what's next?
PRODUCES → Engagement close process
Q29Have you ever asked a client for a testimonial or case study?
If yes — what worked? If no — what's stopped you?
PRODUCES → Social proof strategy
09 · D9 DARK
Communications
How do you communicate with clients between active work? What about internally?
Communication architecture, touchpoint cadence, content strategy seeds
What does client communication look like between active engagements?
PRODUCES → Communication system audit
L1
Communication only during active engagements.
✓
L2
Occasional check-ins — holiday emails, LinkedIn. No rhythm.
✓
L3
Regular content goes out (newsletter, articles) but not personalized.
✓
L4
Defined cadence per client type. Mix of automated and personal.
✓
L5
Communication system that compounds. Every touchpoint strengthens positioning.
✓
Q30What communication goes out between active engagements — if anything?
Newsletter? Check-in emails? LinkedIn posts? Industry updates? Nothing?
PRODUCES → Between-engagement communication audit
Q31How do you and Marcus communicate internally about clients, projects, and business decisions?
Tools, cadence, what works, what doesn't.
PRODUCES → Internal communication assessment
10 · D10 DARK
Compliance & Legal
Contracts, IP, liability — the infrastructure beneath the business.
Legal posture audit, contract architecture, IP protection strategy
How mature is Clearview's legal and contractual infrastructure?
PRODUCES → Legal posture assessment
L1
Minimal. Basic agreements or email confirmations.
✓
L2
Standard SOW or engagement letter exists. Used sometimes.
✓
L3
Defined contract templates. IP clauses, liability limits, termination terms.
✓
L4
Full legal infrastructure: SOW, MNDA, MSA, IP assignment. Reviewed by counsel.
✓
L5
Strategic legal posture: contracts designed to protect and create value. Licensing framework.
✓
Q32What does your standard client contract look like?
SOW, engagement letter, something else? Who drafted it? When last reviewed?
PRODUCES → Contract architecture audit
Q33Any contractual surprises or issues with a client — scope creep, IP questions, payment problems?
Or nothing yet — that's data too.
PRODUCES → Legal risk history
11 · D11 DARK
Finance & Pricing
Are you pricing for value? Do you know your numbers?
Pricing architecture, profitability analysis, financial health baseline
How does Clearview Wealth price its work?
PRODUCES → Pricing model assessment
L1
Hourly or day rates. Pricing based on time.
✓
L2
Project-based pricing but negotiated per engagement. No standard packages.
✓
L3
Defined service tiers with consistent pricing. Proposals follow a template.
✓
L4
Value-based pricing tied to outcomes. Productized offerings. Some recurring revenue.
✓
L5
Multiple revenue streams priced to transformation value. Profitability tracked per engagement.
✓
How well do you understand Clearview's financial health beyond revenue?
PRODUCES → Financial intelligence assessment
L1
Revenue is the main number. Don't know profitability per client.
✓
L2
Track revenue and basic expenses. Rough sense of what's profitable.
✓
L3
Revenue, expenses, margins tracked. General financial picture.
✓
L4
Full picture: revenue by client/service, margins, utilization, cash flow forecasting.
✓
L5
Financial dashboard: profitability per engagement, lifetime value, capacity modeling.
✓
Q34How is Clearview Wealth currently priced — and is it working the way you want?
Project-based, retainer, hourly, value-based — and roughly what that looks like.
PRODUCES → Pricing model audit
Q35Where do you think you might be undercharging — or leaving value uncaptured?
Most consultants know this instinctively. What's the gut feeling?
PRODUCES → Undercharging map
Q36How concentrated is the revenue? What happens if your biggest client disappears?
Rough percentages are fine.
PRODUCES → Revenue risk assessment
12 · D12 DARK
Funding & Capital
Is cash flow predictable? Can the business fund its own growth?
Cash flow assessment, financial runway
How predictable is Clearview's cash flow?
PRODUCES → Financial stability assessment
L1
Feast or famine. Revenue depends entirely on active projects.
✓
L2
Some pipeline visibility but lumpy. Gaps between engagements.
✓
L3
Reasonable predictability. Mix of project and retainer revenue.
✓
L4
Stable. Retainer base provides floor. Can invest in growth.
✓
L5
Predictable engine. Multiple streams. 6+ month visibility.
✓
Q37How far out can you see revenue right now?
Signed work, pipeline, retainers — what's real vs. hopeful?
PRODUCES → Revenue visibility assessment
13 · D13 PARTIAL
Talent & Vendors
Who's on the team? How do the two of you work together? What would scale require?
Team structure map, co-founder dynamic assessment, delegation architecture
What we already know
Your background: 15+ years in wealth management. Progressive career through major wirehouses and independent advisory firms — client service → planning lead → built operational framework. CFP® certified. Certified Group Facilitator.
clearviewwealth.com + calls
How mature is Clearview's team structure and delegation model?
PRODUCES → Team/delegation maturity assessment
L1
Founders only. Every engagement requires one of you.
✓
L2
Occasional contractors for specific tasks. No defined vendor relationships.
✓
L3
Some reliable contractors or partners. Handoffs happen but aren't systematized.
✓
L4
Defined team model: who does what, when to bring in partners, how work is delegated.
✓
L5
Scalable architecture. Can take on work without founder involvement in delivery.
✓
Q38What do you actually do day-to-day at Clearview Wealth?
Not your title — your real time allocation. Client work, admin, biz dev, invoicing, email — where does time go?
PRODUCES → Role reality map
Q39What work are you doing that someone else should be doing?
The stuff that eats time but isn't your highest contribution.
PRODUCES → Delegation opportunity map
Q40How do you and Marcus actually divide the work?
Not by title — by reality. Who does what, who decides what, where does it overlap?
PRODUCES → Co-founder division of labor
Q41Where do you and Marcus see things differently?
About priorities, about what "good" looks like, about where Clearview Wealth should go. Different lenses — not conflict. This is some of the most valuable data in the Seed.
PRODUCES → Co-founder alignment assessment
Q42How do decisions actually get made at Clearview Wealth?
Who decides what — and what happens when you disagree?
PRODUCES → Decision-making architecture
Q43If you could spend 80% of your time on work only you can do — what would that look like?
And what's currently pulling you away from that?
PRODUCES → Zone of genius definition
14 · D14 PARTIAL
Technology & Tools
You evaluate tech stacks for a living. What does yours look like?
Tech stack audit, AI utilization map, automation opportunities
What we already know
Deep financial planning expertise — portfolio construction and risk modeling as core capabilities.
Website + calls
How mature is Clearview's own internal tech stack?
PRODUCES → Internal tech maturity
L1
Fragmented. Email + spreadsheets + ad hoc tools.
✓
L2
Core tools exist but underutilized or disconnected.
✓
L3
Integrated stack with defined workflows.
✓
L4
Automated handoffs between tools. Data flows without manual transfer.
✓
L5
Deeply configured or custom-built. Competitive advantage.
✓
How is Clearview Wealth using AI in its own operations?
PRODUCES → AI utilization map
L1
Not using AI yet — or only incidentally.
✓
L2
Experimenting informally. No consistent use.
✓
L3
Using for specific tasks — writing, research, client prep.
✓
L4
Integrated into regular workflows. Saves meaningful time weekly.
✓
L5
Embedded across the practice. Multiple systems. Competitive advantage.
✓
Q44What tools actually run Clearview Wealth? List everything.
CRM, project management, email, calendar, invoicing, docs, communication — the ones you'd notice if they disappeared.
PRODUCES → Tech stack inventory
Q45For each tool: using it fully / partially / barely / want to replace?
The gap between "we have it" and "we use it" is where dormant value lives.
PRODUCES → Tool utilization audit
Q46What's the most annoying manual/repetitive task in your week?
The thing you keep meaning to automate or eliminate.
PRODUCES → Automation opportunity register
15 · D15 DARK
Security & Privacy
Your clients handle sensitive financial data. What does Clearview's own data posture look like?
Security posture assessment
How does Clearview Wealth handle client data security and privacy?
PRODUCES → Security posture assessment
L1
Haven't formalized anything. Data lives in whatever tools we use.
✓
L2
Basic awareness. Password management, some caution with sensitive data.
✓
L3
Defined practices: access controls, basic privacy policy.
✓
L4
Security protocols documented. Client data handling meets industry expectations.
✓
L5
Proactive posture. Can answer client security questionnaires confidently.
✓
Q47How do you store and handle client information? Any formal policies?
This is a quick one — just the reality.
PRODUCES → Data handling audit
16 · D16 DARK
Analytics & Intelligence
What numbers drive decisions? What's tracked vs. what's guesswork?
KPI framework, dashboard architecture
What numbers do you actually track — and how often?
PRODUCES → Business intelligence maturity
L1
Revenue — that's about it.
✓
L2
Revenue and basic expenses. Rough sense of what's profitable.
✓
L3
Business metrics tracked but reviewed irregularly.
✓
L4
Regular dashboard: revenue, pipeline, utilization, reviewed monthly.
✓
L5
Full performance intelligence: profitability, time allocation, conversion, retention — on cadence.
✓
Q48If you could have a Clearview Wealth dashboard — what would be on it?
Revenue by client? Pipeline? Utilization? Referral conversion? What would change your decisions?
PRODUCES → Dashboard design seed
17 · D17 DARK
Education & Training
Is knowledge transferable? Do clients learn — or just receive?
Knowledge transfer assessment, education-as-product opportunity
How does Clearview Wealth handle knowledge transfer and education?
PRODUCES → Knowledge transfer maturity
L1
Knowledge lives in the founders.
✓
L2
Some ad hoc knowledge sharing with clients during engagements.
✓
L3
Defined client education within engagements. Some internal documentation.
✓
L4
Structured knowledge transfer: client training as part of delivery, internal playbooks.
✓
L5
Education as a product: workshops, training, certifiable approaches.
✓
Q49Do you educate clients as part of your delivery — or mostly just do the work?
"Teach them to fish" vs. "we fish for them." Or some blend.
PRODUCES → Education model assessment
18 · D18 DARK
Templates & Knowledge Base
Is the business documented? Could someone new learn how things work here?
IP audit, documentation gap analysis, productization roadmap
How much of Clearview's methodology is documented vs. in your heads?
PRODUCES → Documentation & IP maturity
L1
Nothing documented. Every engagement starts from scratch.
✓
L2
Some templates exist — proposals, maybe intake forms — not connected.
✓
L3
Core processes documented. Someone could follow the basics.
✓
L4
Full methodology with decision logic, templates, SOPs. Teachable.
✓
L5
Methodology named, externalized, recognized as IP. Licensable.
✓
Q50What templates, frameworks, or tools do you reuse across engagements?
Status reports, intake questionnaires, project plans, assessment tools, checklists — anything you reach for repeatedly.
PRODUCES → Template library audit, IP identification
Q51If you had to train someone to deliver 80% of what you do — how long would it take and what would be hardest to transfer?
The answer reveals where your real IP lives.
PRODUCES → IP externalization roadmap
19 · D19 PARTIAL
Partnerships
Who amplifies your reach? What relationships create compounding value?
Partnership architecture, referral network map, orchestrator pathway
What we already know
You noted that your current technology partner is platform-focused and lacks AI fluidity.
Jan 22 call
You described clients arriving with complex cross-domain problems that splinter beyond what Clearview Wealth or the current partner can handle.
Jan 22 call
How structured are Clearview's partnership and referral relationships?
PRODUCES → Partnership maturity assessment
L1
Ad hoc. People send clients but no active relationship architecture.
✓
L2
A few informal referral relationships. Occasional.
✓
L3
Active COI relationships. Invest in them, they know what you do.
✓
L4
Defined referral network with mutual value, regular contact, tracked outcomes.
✓
L5
Strategic alliances: formal agreements, tiered relationships, compounding volume.
✓
Q52Who are your key partners or referral sources? Name them.
People or firms who send work, extend capability, or create leverage.
PRODUCES → Partnership map
Q53What kinds of problems do clients bring that fall outside Clearview's scope?
And what happens to those clients right now?
PRODUCES → Referral gap map, orchestrator opportunity
Q54If you could design the ideal partner ecosystem for Clearview Wealth — who would be in it?
What capabilities would they bring? What would Clearview Wealth handle vs. hand off?
PRODUCES → Partnership architecture design
20 · D20 DARK
Support & Success
Are clients staying? What happens after the project ends?
Retention system, client lifecycle architecture
What does the post-engagement relationship look like?
PRODUCES → Client retention assessment
L1
Engagement ends, relationship goes quiet.
✓
L2
Occasional check-in after completion. No defined follow-up.
✓
L3
Some effort to maintain relationships. Not systematic.
✓
L4
Defined post-engagement cadence. Proactive about surfacing new needs.
✓
L5
Client lifecycle managed end-to-end. Past clients nurtured and re-engaged systematically.
✓
Q55What happens after an engagement ends?
Final delivery → close-out → any follow-up → silence? Or something else?
PRODUCES → Post-engagement process map
Q56What percentage of revenue comes from repeat clients vs. new?
Rough estimate is fine.
PRODUCES → Retention health assessment
21 · D21 PARTIAL
Roadmap & Innovation
Is Clearview Wealth evolving? What's the plan beyond the current quarter?
Strategic roadmap, innovation pipeline, passion project assessment
What we already know
You described a teen self-discovery app as a passion project — a tool for high schoolers to uncover innate gifts, wiring, and relationship dynamics. "Not getting much traction" and looking for a co-creation partner.
Your email, Feb 10 2026
How actively is Clearview Wealth evolving its offerings and market position?
PRODUCES → Innovation maturity assessment
L1
Running the same model as when you started.
✓
L2
Thinking about changes but haven't made them.
✓
L3
Some evolution happening organically.
✓
L4
Planned innovation: roadmap, new offerings in development.
✓
L5
Innovation is core. Clients expect it. First-mover advantage.
✓
Q57What's the 12-month plan for Clearview Wealth?
Revenue targets, client count, new offerings, team changes — whatever is real. Or "we don't have one yet" — that's data too.
PRODUCES → Strategic roadmap seed
Q58What ideas or projects are on the "someday" list?
New services, different markets, products, partnerships — what keeps coming up but hasn't launched?
PRODUCES → Innovation pipeline, dormant value register
Q59Anything you're passionate about that doesn't currently fit Clearview's business model?
Side projects, passion initiatives, things that excite you but don't generate revenue. Yet.
PRODUCES → Passion project assessment
22 · D22 DARK
Monetization
How many ways does Clearview Wealth make money? Is there leverage in the model?
Revenue diversification map, productization opportunities
How diversified is Clearview's revenue model?
PRODUCES → Monetization maturity
L1
One revenue stream: sell time for money.
✓
L2
Primarily time-for-money, exploring retainers.
✓
L3
Mix of project and retainer revenue.
✓
L4
Multiple types: project, retainer, maybe a productized offering.
✓
L5
Revenue architecture: project, retainer, productized IP, partnership revenue.
✓
Q60List every way Clearview Wealth currently makes money.
Project fees, retainers, hourly, referral fees, anything else.
PRODUCES → Revenue stream inventory
Q61What could be productized? What repeatable work could become a package or tool?
Assessments, frameworks, playbooks, training — things you keep rebuilding.
PRODUCES → Productization opportunity map
Q62If someone wanted to license the "Clearview Wealth methodology" — what would they be buying?
If the answer is "nothing — it's all in our heads" — that's the whole point of this question.
PRODUCES → IP valuation seed
You've just mapped Clearview Wealth across 22 dimensions. Some answers will surprise you. Some will diverge from Marcus's. That divergence is the intelligence.

Two sections remain: Map session prep (where to point the 3 sessions you've invested in) and the Honest Lens (what winning looks like).
MAP
Map Session Prep
You've invested in 3 Map sessions. Help me point them at the right things.
Session focus, client interview roster, website overhaul brief
M01Based on everything you just answered — what feels like the most immediate opportunity?
The thing that's ready to move. Don't overthink it — what would move the needle fastest?
PRODUCES → Map Session 1 focus
M02For client interviews (Map Session 2) — who should we talk to? List 4-6 people.
Mix of: best relationship, recent win, someone who almost didn't sign, longest client. Name + brief description.
PRODUCES → Client interview roster
M03What do you most want to learn from those interviews?
What they say about you behind your back. Why they hired you. What they'd change.
PRODUCES → Interview guide calibration
M04The website overhaul — what's the vision? What should someone feel/know/do when they visit?
Who is it for? What action should they take? What impression matters most?
PRODUCES → Website overhaul brief — Map Session 3
LENS
The Honest Lens
What you know. What you're avoiding. What winning looks like.
Q63What's working really well right now — the part of Clearview Wealth you're genuinely proud of?
The thing you'd never trade away.
PRODUCES → Strengths anchor
Q64What's the thing you know needs fixing that keeps getting deprioritized?
Every practice has one. Name it.
PRODUCES → Dormant value register
Q65Rate the overall health of Clearview Wealth right now. 1 = fragile, 10 = thriving.
Not the quality of your work — the health of the business itself.
PRODUCES → Business health baseline
1 5 10
Q66Six months from now — what would make this engagement a clear win?
Be specific. "More clarity" isn't a win. "We've rebuilt pricing and the website converts" is a win.
PRODUCES → Success definition
Q67Is there something you've been wanting to say — about Clearview Wealth, where it's going, or what it costs you — that no one's asked?
This is the space for it.
PRODUCES → The thing you came in with but didn't know how to say
Q68Five years from now, Clearview Wealth looks exactly the way you want. Describe a Tuesday.
Not the strategy. The day. What's different?
PRODUCES → Future vision — the north star
DOCS
Document Checklist
If these exist, drop them in the shared Google Drive folder. If they don't — that's data too.
Any format. PDF, Word, screenshot, photo of a whiteboard, voice memo. "We don't have this" is itself useful signal.
✓
A recent client proposal or SOW
Any format. Shows how you scope and price. Even a draft or email quote works.
D5, D11, D22
✓
Your current service descriptions
Whatever you send when someone asks "what do you do?" — even if it's just an email.
D1, D3
✓
A sample client deliverable
Anything you've produced for a client. Redact names if needed.
D7, D18
✓
Your client list or CRM snapshot
Names not required — count, rough segments, which are active.
D2, D16
✓
Marketing materials
One-pagers, LinkedIn posts, decks, newsletter samples — anything public-facing.
D3, D4
✓
A communication sample
Email sequence, welcome message, check-in template — shows how you communicate.
D9, D6
✓
Your internal tech stack list
Just the tools you use for Clearview Wealth operations.
D14
✓
Financial snapshot
Revenue breakdown. What you're comfortable sharing. Ranges work.
D11, D12
✓
Partnership or referral documentation
Agreements, referral tracking, COI lists — whatever exists.
D19, D4
✓
Project status report or meeting notes sample
How you track and communicate progress within engagements.
D7, D9, D18
✓
Contract or engagement letter template
Your standard SOW or whatever clients sign.
D10
✓
Website URL + any published content
Articles, podcast appearances, conference materials.
D3, D4

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That's the Seed.

Send however works best: use the export buttons above, email [email protected], drop files in the shared folder, or record yourself walking through it.

Due: end of day Wednesday, March 5.
The richer the Seed, the deeper we go on Friday.

— Liz
[email protected] · 514.893.0168