Free Diagnostic
The Commercial Readiness Diagnostic.
Score the practice on the seven dimensions that actually predict retainer revenue. Find the three highest-priority fixes. Get the paid path that fits — or the clear signal that there isn't one yet.
Every ClearPoint engagement starts here. The diagnostic is free because a practice needs to know where the gaps are before committing to anything. It is not a sales call. It is not a consultation. It is a scored report, delivered in 48 hours.
Take the Diagnostic10 minutes. 48-hour delivery. No calendar booking. No sales call.
What we score.
Seven dimensions. Each one is a failure mode that reliably costs retainer revenue.
Positioning clarity
Whether the practice's niche, differentiation, and one-sentence positioning are specific enough to make a qualified buyer stop scrolling.
ICP specificity
Whether the ideal-client profile is narrow enough to attract the right buyers — and narrow enough to repel the wrong ones.
Proof density
Whether the track record is documented, quantified, and anonymizable in a format that travels to prospects and referral partners.
LinkedIn buyer-readiness
Whether profile, headline, About section, and Featured assets convert a ten-second scan into a warm view.
Outbound readiness
Whether targeting, messaging infrastructure, and response playbooks can support a pipeline system without generating noise.
Referral channel activation
Whether partner and referral relationships are identified, warmed, and systematized — or left to luck.
Pipeline visibility
Whether the practice can forecast the next 60–90 days of qualified conversations, or is running feast-or-famine.
What we deliver.
- —Scored report across all seven dimensions, with benchmark context for each score.
- —The three highest-priority fixes, ranked by effort and expected commercial return.
- —A recommended paid path — Sprint, Authority Engine, Pipeline Engine, direct-entry onboarding, or "not yet a fit, here's what to build first."
- —A one-paragraph founder note on the specific pattern in the responses.
The report is yours to keep and act on with or without a paid engagement. That's the point.
What this isn't.
- —Not a sales call. No calendar booking after submission.
- —Not a live interview. Intake is a 10-minute self-serve form.
- —Not bespoke advice. Scoring and recommendations are standardized.
- —Not a commitment. Most diagnostics do not lead directly to a paid engagement — and that is deliberate.
Who should take it.
The diagnostic is built for fractional CFOs with real capability and real track records. If the practice is pre-launch, internal W-2, or outside finance advisory entirely, the report will say so directly rather than route into an engagement that doesn't fit.
Take 10 minutes.
The intake form takes about 10 minutes. The scored report arrives within 48 hours. No sales follow-up. If the report recommends a paid path and you want to take it, the next step is on the report itself.
Take the DiagnosticFree. 10 minutes. Scored report in 48 hours. No sales call.