Built on the same platform trusted by teams at:

Built for Leaders Who Are Scaling Fast

The Clarity Board connects strategy to execution and turns scattered operations into one streamlined system:

Track OKRs, metrics, projects, and team cadence in one place

Standardize weekly and monthly reviews

Simulate hiring, monitor cash, and prep for board meetings without scrambling

“Jordan’s strategic guidance and systems support streamlined my business and gave me space to focus on growth.”

Dr. Jason Ottley, Founder

“Jordan’s strategic guidance and systems support streamlined my business and gave me space to focus on growth.”

Dr. Jason Ottley, Founder

“Jordan’s strategic guidance and systems support streamlined my business and gave me space to focus on growth.”

Dr. Jason Ottley, Founder

“The systems we built made a huge difference. I cut my hours in half, and projects now run without constant oversight.”

Erica Lambert, CEO

“The systems we built made a huge difference. I cut my hours in half, and projects now run without constant oversight.”

Erica Lambert, CEO

“The systems we built made a huge difference. I cut my hours in half, and projects now run without constant oversight.”

Erica Lambert, CEO

What’s Inside



Strategy → Execution

Strategy → Execution

Strategy → Execution

OKRs directly tied to projects and task-level execution

Delegation views reduce bottlenecks and make ownership clear (available in advanced tiers)

Keeps everyone aligned on what matters

Built-In Cadence

Built-In Cadence

Built-In Cadence

Weekly check-ins, monthly reviews, and quarterly resets

Eliminates reactive ops with a consistent rhythm

Cadence system supports scaling without reinventing workflows every cycle

Finance, Runway & GTM Metrics

Finance, Runway & GTM Metrics

Finance, Runway & GTM Metrics

Revenue, profit, burn, CAC, LTV, runway, and margin all tracked

Lead generation, pipeline value, SQLs, CPL, and conversion tracking

Data structured for clean, accurate reporting, no spreadsheets required

Fundraising & Board Ready

Fundraising & Board Ready

Fundraising & Board Ready

Metrics designed for pitch decks and investor updates

MRR, CAC:LTV, margin, and cashflow built into reporting views

Board prep drops from hours to minutes

Integrated Tech Stack

The Clarity Board connects directly with your existing tools so KPIs, projects, and financials update in real time without extra busywork.

The Solution

Seamless integrations with:

Finance: QuickBooks, Wave, Stripe

Sales/GTM: HubSpot, Apollo, Clay, Pipedrive

Product: Linear, Jira, GitHub

Collaboration: Slack, Google Workspace, Teams

Data & Automations: Zapier, Make, Relay, n8n, Airtable, Sheets

The Result

One source of truth across metrics, goals, tasks and execution

Data automatically synced into dashboards and board views

Fewer manual updates, less spreadsheet chaos

The Impact
The Impact

Faster decisions backed by clean data

Clear visibility for founders, teams, and investors

More focus on growth, less time reconciling tools

Choose a plan

Clarity Board

$550

Lifetime Access

Complete Clarity Board system

KPI + OKR dashboards

Investor snapshot views

Self-guided setup

Book a Call

Guided Advisory

Done-With-You Setup

Clarity Board Included

Collaborative setup, you learn as we implement

Live working sessions to set up your board

Guidance on operational rhythm

Strategic input while you stay hands-on

Book a Call

Clarity Ops

Done-For-You Implementation

Clarity Board Included

Done-for-you setup + integrations

Automation + data flow buildout

Strategic advising + ongoing support

Tailored to your team’s stack

Book a Call

Clarity Board

$550

Lifetime Access

Complete Clarity Board system

KPI + OKR dashboards

Investor snapshot views

Self-guided setup

Book a Call

Guided Advisory

Done-With-You Setup

Clarity Board Included

Collaborative setup, you learn as we implement

Live working sessions to set up your board

Guidance on operational rhythm

Strategic input while you stay hands-on

Book a Call

Clarity Ops

Done-For-You Implementation

Clarity Board Included

Done-for-you setup + integrations

Automation + data flow buildout

Strategic advising + ongoing support

Tailored to your team’s stack

Book a Call

Clarity Board

$550

Lifetime Access

Complete Clarity Board system

KPI + OKR dashboards

Investor snapshot views

Self-guided setup

Book a Call

Guided Advisory

Done-With-You Setup

Clarity Board Included

Collaborative setup, you learn as we implement

Live working sessions to set up your board

Guidance on operational rhythm

Strategic input while you stay hands-on

Book a Call

Clarity Ops

Done-For-You Implementation

Clarity Board Included

Done-for-you setup + integrations

Automation + data flow buildout

Strategic advising + ongoing support

Tailored to your team’s stack

Book a Call

A Team That Made The Shift

The Situation

This agency had no problem attracting clients, business was growing fast. But the internal systems couldn’t keep up. The owner was deeply involved in every project from start to finish Delegation was informal, inconsistent, and often verbal Project timelines slipped as more work came in The team was billing hours, but the agency was losing margin. Every new client added more chaos & lost revenue The team was talented, but delivery relied entirely on the owner’s involvement. As complexity grew, the cracks started to show.

The Situation

This agency had no problem attracting clients, business was growing fast. But the internal systems couldn’t keep up. The owner was deeply involved in every project from start to finish Delegation was informal, inconsistent, and often verbal Project timelines slipped as more work came in The team was billing hours, but the agency was losing margin. Every new client added more chaos & lost revenue The team was talented, but delivery relied entirely on the owner’s involvement. As complexity grew, the cracks started to show.

The Situation

This agency had no problem attracting clients, business was growing fast. But the internal systems couldn’t keep up. The owner was deeply involved in every project from start to finish Delegation was informal, inconsistent, and often verbal Project timelines slipped as more work came in The team was billing hours, but the agency was losing margin. Every new client added more chaos & lost revenue The team was talented, but delivery relied entirely on the owner’s involvement. As complexity grew, the cracks started to show.

The Work

Mapped the entire delivery process from intake to completion. Identified breakdowns in handoffs, ownership, and scope tracking. Built a streamlined workflow to align the team and reduce reliance on the owner. Introduced a simple agile framework to increase team accountability. Onboarded the team into a central system inside Notion and supported adoption over 30–45 days

The Work

Mapped the entire delivery process from intake to completion. Identified breakdowns in handoffs, ownership, and scope tracking. Built a streamlined workflow to align the team and reduce reliance on the owner. Introduced a simple agile framework to increase team accountability. Onboarded the team into a central system inside Notion and supported adoption over 30–45 days

The Work

Mapped the entire delivery process from intake to completion. Identified breakdowns in handoffs, ownership, and scope tracking. Built a streamlined workflow to align the team and reduce reliance on the owner. Introduced a simple agile framework to increase team accountability. Onboarded the team into a central system inside Notion and supported adoption over 30–45 days

What Changed

The team began managing projects end-to-end without the owner involved in the day-to-day. Projects were kicked off with a single message, and wrapped up without micromanagement. The owner’s working hours were cut in half. Profit margins recovered as projects finished on time and on scope. The owner shifted into strategic work and launched a second business.

What Changed

The team began managing projects end-to-end without the owner involved in the day-to-day. Projects were kicked off with a single message, and wrapped up without micromanagement. The owner’s working hours were cut in half. Profit margins recovered as projects finished on time and on scope. The owner shifted into strategic work and launched a second business.

What Changed

The team began managing projects end-to-end without the owner involved in the day-to-day. Projects were kicked off with a single message, and wrapped up without micromanagement. The owner’s working hours were cut in half. Profit margins recovered as projects finished on time and on scope. The owner shifted into strategic work and launched a second business.

Before

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60+ (Weekly Hours Worked)

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60+ (Weekly Hours Worked)

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60+ (Weekly Hours Worked)

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Frequent (Project Delays)

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Frequent (Project Delays)

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Frequent (Project Delays)

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Manual, Verbal (Delegation)

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Manual, Verbal (Delegation)

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Manual, Verbal (Delegation)

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Shrinking (Profit Margin)

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Shrinking (Profit Margin)

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Shrinking (Profit Margin)

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In the weeds (Owner's Focus)

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In the weeds (Owner's Focus)

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In the weeds (Owner's Focus)

After

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-30 (Weekly Hours Worked)

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-30 (Weekly Hours Worked)

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-30 (Weekly Hours Worked)

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Rare (Project Delays)

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Rare (Project Delays)

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Rare (Project Delays)

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Systemized, automated, team-owned (Delegation)

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Systemized, automated, team-owned (Delegation)

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Systemized, automated, team-owned (Delegation)

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Recoverd (Profit Margin)

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Recoverd (Profit Margin)

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Recoverd (Profit Margin)

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Strategic Growth (Owner's Face)

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Strategic Growth (Owner's Face)

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Strategic Growth (Owner's Face)

Why Teams Use It

Creates visibility into priorities, progress, and ownership, with enhanced views available in advanced tiers

Makes financial and growth data easy to share with investors, boards, and internal stakeholders

Saves 15–20+ hours/month in ops coordination when paired with full cadence and delegation flows

Replaces decision fatigue and scattered tools with one consistent operating rhythm

Helps founders delay full-time ops hires by implementing a repeatable execution system

Book a Strategy Call

Book a Strategy Call

Book a Strategy Call