Your Acquisition Roadmap
You already know something isn't working. See exactly where.
The Acquisition Roadmap shows you where qualified buyers are dropping off — and what to fix first.
43/100
avg. score
10 min
to complete
48 hrs
report delivered
Your Acquisition Roadmap arrives by email within 48 hours. Reviewed personally by Eric.
Acquisition Roadmap Report
Scored across 7 dimensions · Delivered within 48 hours · Reviewed personally by Eric Uva
Sample report — your scores reflect your actual practice and niche
43
Overall Score
Dimension Scores
3 Highest-Priority Fixes — Ranked by Effort and Expected Pipeline Return
FIX 1 · HIGH IMPACT / LOW EFFORT
Define and commit to your wedge
Positioning clarity is the unlock for every other component.
FIX 2 · HIGH IMPACT / MEDIUM EFFORT
Build one buyer-legible case study
Proof Density is the weakest dimension. One strong case study changes the credibility signal entirely.
FIX 3 · HIGH IMPACT / HIGH EFFORT
Build the outreach infrastructure
Target list, variants, and 4-touch sequence — build all three before activating.
Your Deliverable
What you'll receive within 48 hours
A scored diagnostic across 7 dimensions of your pipeline readiness — with specific fixes ranked by impact.
Positioning Score
How clearly your LinkedIn profile communicates who you serve, what you solve, and why you're the right CFO.
ICP Clarity Score
Whether your ideal client profile is specific enough to attract the right buyers — or so broad it attracts no one.
LinkedIn Buyer-Readiness Score
How your profile, content, and proof stack up when a qualified buyer lands on your page and decides in 8 seconds.
Outbound Readiness Score
Whether your messaging, targeting, and outreach infrastructure are built to start conversations — or just send noise.
Revenue Leakage Estimate
The retainer revenue you're leaving on the table each quarter from positioning gaps, weak proof, and missed conversations.
3 Highest-Priority Fixes
The three specific changes that would have the biggest impact on your pipeline — ranked by effort and expected return.
Peer Benchmark by Niche
How you compare against other fractional CFOs in your niche and stage — so you know exactly where you stand.
Sample Report
What the Acquisition Roadmap produces.
A scored diagnostic across 7 dimensions — with a revenue leakage estimate, peer benchmark, and a ranked action plan. Below is a representative sample.
Acquisition Roadmap — Confidential Report
Scored across 7 dimensions · Reviewed personally by Eric Uva
Sample report — your scores reflect your actual practice and niche
43
Overall Score
/100
What this score means: Most fractional CFOs we score land between 35 and 55. A score below 50 doesn't mean you're doing bad work — it means there's a gap between your expertise and how it reads to a buyer encountering you for the first time. The dimensions below show exactly where that gap is.
Dimension Scores
Broad position — dilutes every downstream action. First priority.
Headline improved. About section still leads with career history.
No structured case study. Results present but not buyer-legible.
No target list. No follow-up sequence. Sporadic DMs only.
Posts exist. Not consistently niche-focused.
No diagnostic entry point. Generic "schedule a call" only.
Constraint recognized. No structural solution yet in place.
Score Key
Revenue Leakage Estimate
$18,000 – $24,000
estimated retainer revenue lost per quarter
Based on positioning gaps, weak proof density, and missed outbound conversations — calibrated to your niche and current conversion signals.
$72K–$96K
annualized leakage
3 Highest-Priority Fixes — Ranked by Effort and Expected Pipeline Return
Define and commit to your wedge
Positioning clarity is the unlock for every other component. Without a defined niche, outreach, content, and proof all underperform.
Build one buyer-legible case study
Proof Density is the weakest dimension. One structured case study — with a named outcome and a dollar figure — changes the credibility signal entirely.
Build the outreach infrastructure
Target list, message variants, and a 4-touch sequence. Build all three before activating — volume without structure produces noise, not conversations.
Peer Benchmark
Bottom 30th percentile among PE-focused fractional CFOs targeting $5M–$50M revenue companies.
Representative sample. Your report covers all 7 dimensions with scores, notes, and action items specific to your practice and niche.
Takes 10 min · Delivered in 48 hours
Your report includes a ranked action plan you can execute independently or hand off to us.
How It Works
Three steps. Ten minutes. Your score in 48 hours.
~10 minutes
Complete the intake
Answer 10–12 questions about your practice, niche, buyers, and current positioning. No confidential financials needed.
Within 48 hours
We score your pipeline readiness
We review your LinkedIn presence, content, and market positioning across our 7-dimension framework. You get a score, a gap analysis, and a prioritized action plan.
Your choice
Review your report — then decide
Your report arrives by email. Use the roadmap on your own, or explore whether the Client Acquisition System — positioning, outreach, and pipeline development done for you — is the right next step.
Score Bands
What your score means.
Most fractional CFOs we score have at least two dimensions below 40 — and they are usually not the ones they expect.
Market-Ready
Your positioning fundamentals are solid. The next move is amplification — building the outreach infrastructure and pipeline systems on top of a credible market presence.
High Potential
Your expertise is evident, but the commercial packaging isn't keeping pace. The gap is in how your positioning, proof, and messaging translate that depth into buyer confidence.
Underleveraged
You're doing real work, but your market presence doesn't reflect it. The gap between what you deliver and how buyers see you is where revenue is quietly leaking.
Needs Repositioning
This is the most common starting point — and where the biggest gains are. Your expertise isn't coming through to buyers encountering you for the first time. A focused repositioning typically moves this score 25–40 points.
After Your Acquisition Roadmap
Your Roadmap shows you what's costing you clients. The system fixes it.
Most CFOs who complete the Acquisition Roadmap see clear gaps they want addressed. Here's what that looks like.
Phase 1 · Days 1–15
Activation Phase
- Complete positioning overhaul — ICP, headline, About, Featured
- Case study development with quantified outcomes
- LinkedIn profile rewritten for outreach conversion
- Visual identity and banner designed
Phase 2 · Weeks 3–4
Content Foundation
- Evergreen content calendar built around your niche
- Weekly posts written and scheduled
- Engagement strategy for target buyer network
- Content tied to outreach sequences
Phase 3 · Week 4+
Ongoing Acquisition
- 100–150 targeted connections per month
- Personalized DM sequences to warm prospects
- Pipeline tracking and weekly reporting
- Ongoing optimization based on response data
$2,995/month · 60-day initial commitment · 30 days' notice to cancel
Activation begins inside 7 days. Outbound campaigns live by Week 4.
Common Questions
About the Acquisition Roadmap.
What does the Acquisition Roadmap cost?
Nothing. The Acquisition Roadmap is the first step in the ClearPoint system. You complete the intake, we score your positioning across 7 dimensions, and you receive a full report by email within 48 hours. The report is yours to act on however you choose.
What happens after I receive the report?
You get a scored report with a prioritized action plan. If you want to discuss it, you can book a 15-min fit call. If you'd rather act on it independently, the roadmap is yours to keep.
How long does the intake take?
About 10 minutes. It covers your practice, buyers, and current positioning.
What if my score is low?
That's actually the most common — and most useful — result. Most CFOs we score land between 35 and 55 out of 100. A lower score doesn't mean you're doing bad work. It means there's a gap between your expertise and how it reads to a buyer encountering you for the first time. The report shows you exactly where that gap is and what to fix first.
How does this help me get clients as a fractional CFO?
The Acquisition Roadmap identifies the specific gaps in your positioning and outreach readiness that prevent ideal buyers from finding, trusting, and contacting you. The report gives you a prioritized roadmap so you know exactly what to fix first to start landing retainer clients.
Every week without a system is another week of
hoping the phone rings.
Ten minutes. A scored report across 7 dimensions. A ranked list of what to fix first. No confidential data required. No call required.
Get Your Acquisition RoadmapTakes 10 minutes. See your score in 48 hours.
No call required · 48-hr delivery
Get Your Acquisition Roadmap