Diagnostic
The ClearMargin Scorecard
A 0–100 diagnostic that X-rays your operations, brand, leadership, profitability, and tech + AI readiness. You get an honest score, evidence-based notes, and your Top 10 Fixes ranked by impact — so you know exactly where to focus first.
What It Measures
Five pillars that determine whether your business can scale profitably — or whether it's quietly leaking margin.
Operations & Numbers
- KPI tracking & dashboards
- Process documentation
- Financial forecasting
- Weekly operating cadence
- Reporting & visibility
Brand & Message
- Market positioning
- Offer clarity & packaging
- Pricing power
- Conversion tracking
- Customer acquisition pipeline
Leadership & Team
- Delegation effectiveness
- Accountability systems
- Role clarity & org design
- Meeting rhythm & cadence
- Talent retention signals
Profitability & Resilience
- Unit economics clarity
- Margin leak identification
- Risk exposure assessment
- Scenario planning
- Cash flow resilience
Tech + AI
- Tool stack efficiency
- Automation coverage
- AI workflow readiness
- Data hygiene & integrity
- Integration architecture
How Scoring Works
Every pillar is scored on a 0–100 scale using evidence — not gut feeling. We review your documents, data, and interviews, then assign a composite score with written notes for each area.
0 – 39
Critical
Foundational gaps across multiple areas. Urgent fixes needed before scaling.
40 – 59
Developing
Some systems in place but inconsistent execution. High-impact wins available.
60 – 79
Functional
Solid foundation with clear areas for optimization. Ready to tighten and scale.
80 – 100
High-Performance
Systems humming. Fine-tuning, AI leverage, and strategic positioning are the focus.
Evidence-based, not opinion-based. Every sub-score comes with written notes referencing the specific data, documents, or interview insights that informed it — so you can verify and act with confidence.
What You Get
Three deliverables that turn diagnosis into action.
Operational Snapshot
A clear-eyed picture of where you stand across all five areas — no fluff, evidence-based notes on every score.
Top 10 Fixes Ranked by Impact
The ten highest-leverage changes available to you right now, prioritized by ROI, speed of implementation, and risk reduction.
90-Day Action Plan
A concrete roadmap with owners, deadlines, success metrics, and a weekly meeting rhythm so nothing falls through the cracks.
Is the Scorecard Right for You?
We want to be upfront. The Scorecard delivers the most value in specific situations — here's how to tell if it's a fit.
Good Fit
- Owner-led businesses doing $1M–$30M in revenue
- Founders who feel stuck in day-to-day operations
- Companies scaling but bleeding margin
- Teams where nobody owns the numbers
- Businesses ready to systematize before the next growth push
Not the Best Fit
- Pre-revenue startups still searching for product-market fit
- Businesses looking for a long-term retainer without commitment to change
- Companies that need a full-time COO hire, not a diagnostic
- Organizations unwilling to share financial and operational data
Frequently Asked Questions
How much time does the Scorecard take?
The Scorecard requires roughly 2–3 hours of your time: a 60–90 minute founder interview, plus time to share access to key documents and data. We handle the rest. Most clients have their results within 5–7 business days.
What inputs do you need from us?
We'll ask for access to your P&L, KPI dashboards (if any), org chart, tool stack list, and any existing SOPs or process docs. We also conduct stakeholder interviews with 1–3 key team members. Everything is shared via a secure portal.
Is the information kept confidential?
Absolutely. We sign an NDA before the engagement begins. All data is stored in encrypted systems and destroyed 90 days after delivery unless you request otherwise. We never share client information without explicit written consent.
What does the Scorecard cost?
The Scorecard is a fixed-fee engagement typically ranging from $2,500 to $5,000, depending on company size and complexity. You'll receive a transparent quote before we start — no surprises, no hourly billing.
What happens after we get the Scorecard?
You'll have a clear roadmap you can execute on your own. If you want hands-on help implementing the Top 10 Fixes, our 30-Day Sprint is designed to pick up right where the Scorecard leaves off.
Know your number. Fix what matters.
Book the Scorecard call and get your ranked Top 10 Fixes + 90-day plan — so you stop guessing and start operating with clarity.