Get Aligned on Growth — And Define the Marketing Function Your Firm Actually Needs
Download the Leadership Clarity Worksheet and, if you’d like support completing it, schedule a complimentary Clarity Session directly on this page.
This worksheet helps you clarify revenue goals, growth opportunities, leadership capacity, and the priorities that drive measurable progress.
What You’ll Get Inside the Worksheet:
- A one-sentence definition of success for your firm this year
- Clarity on which services, niches, and client segments hold real growth potential
- A capacity and leadership assessment that identifies realistic constraints
- A clear breakdown of where your growth will come from (new clients, existing clients, pricing)
- A partner-alignment checkpoint to reveal disconnects
- A 90-day priority plan that moves your strategy forward
Want Help Completing or Reviewing Your Worksheet?
You’re welcome to schedule a complimentary Clarity Session.
Use this time for either:
- Guidance as you fill out the worksheet
- A strategic review of your answers with recommendations tailored to your goals
This is a working session — not a sales pitch.