Pricing
What's an inconsistent pipeline actually costing you?
If you're running at 60–70% capacity because referrals come in waves, the cost isn't $2,995/month — it's the $5K–$15K/month in retainer revenue you're leaving on the table.
One additional $7.5K/mo retainer covers the entire investment and generates surplus from month one.
Scored in 48 hrs
Positioning + profile — 15 days
Clients contacted for you, daily
How it works
Start with the Acquisition Roadmap, or go straight to the done-for-you system.
Acquisition Roadmap
See exactly where your positioning and pipeline are losing you clients — and what to fix first.
Best for you if:
- You want to know exactly where your positioning and pipeline are losing you deals
- You're exploring options and want data before committing
- You want a scored, prioritized roadmap you can act on immediately
- You want to see if ClearPoint is the right fit before investing
Includes:
- —Personalized score across 7 dimensions
- —Prioritized action roadmap
- —Delivered in 48 hours
Client Acquisition System
We find your ideal clients, initiate conversations on your behalf, and surface warm leads to your inbox — backed by positioning that makes those conversations convert. Activation begins inside 7 days. Ongoing acquisition runs continuously after that.
Best for you if:
- You're a fractional CFO billing $150–$300/hr and want to fill your pipeline
- You want done-for-you positioning and outreach, not another course
- You need a repeatable system that generates leads while you serve clients
- You're ready to invest $2,995/mo to build a second revenue channel
Month 1: Activation Phase — live within 15 days
- —Niche and positioning clarity
- —Full LinkedIn profile rewrite
- —Branded case study with quantified results
- —Visual identity system
- —Content and topic architecture (30+ ideas)
Month 2+: Ongoing Acquisition — continuous
- —100-150 targeted connections/month to your ideal clients with personalized DM sequences
- —Warm lead surfacing and reply management delivered to your inbox
- —12 LinkedIn posts/month written in your voice that make outreach convert
- —Monthly performance dashboard with pipeline metrics
- —60-day initial commitment, then cancel with 30 days' notice
The math: One new $7.5K/mo retainer covers the monthly investment and more — at a rate typical for fractional CFOs.
Guarantee: Activation Phase complete within 15 days or we keep going for free. Revised until you're satisfied. 60-day initial commitment, then cancel with 30 days' notice — no penalties.
"I've spent money on marketing that doesn't work."
We hear this from most fractional CFOs we talk to. Agencies promise leads and deliver reports. Freelancers post content and disappear. The difference with ClearPoint is structural: we don't sell you a strategy — we execute it for you, and you see every conversation.
You see every DM
All outreach runs from your LinkedIn account. You have full visibility into every conversation.
60-day initial commitment
After the first 60 days, cancel with 30 days' notice. No contracts, no penalties.
Activation Phase in 15 days
Activation Phase is delivered in 15 days or we keep going at no extra charge.
What $2,995/month covers
Outreach
100–150 targeted connections/month + personalized DM sequences
Content
12 posts/month that make outreach convert
Strategy
Niche clarity and quarterly positioning review
Visibility
Quarterly credibility asset + warm lead management
Pipeline
Monthly dashboard with pipeline metrics + recorded walkthrough
You stay focused on client work. ClearPoint runs the growth engine behind your practice.
ClearPoint sources leads and conducts outreach exclusively through LinkedIn. Warm introductions are those sourced through LinkedIn engagement and strategic networking on the platform.
April 2026: 3 of 4 spots remaining. We take on a maximum of 4 new clients per month.
Every month you delay fixing your pipeline costs you the equivalent of one retainer client. At $7,500/month, that's $22,500 in lost revenue per quarter — more than the cost of the entire system.
Here's what $2,995/month actually buys you.
Not just outreach activity.
Not just LinkedIn posts.
Not just a better-looking profile.
It buys you less revenue uncertainty, a clearer specialist position, more qualified conversations, and a practice that feels more controlled.
Less revenue uncertainty
A second acquisition channel running in the background, independent of referrals.
A clearer specialist position
Buyers understand exactly who you serve and why you're the right fit.
A second channel beside referrals
Outbound that works even when your network goes quiet.
More qualified conversations
Without seller-doer drag — you show up to calls, not to prospect.
ROI
Run the numbers
What happens when this system helps you land one additional retainer client?
Choose a scenario:
Investment
$17,970
6 months × $2,995
Annual Revenue
$90,000
From one client
ROI
401%
Return on investment
Multiple
5.0x
Revenue vs. cost
This calculator assumes one new retainer client.*
How We Compare
ClearPoint vs. the alternatives
Most fractional CFOs try referrals, agencies, or DIY outreach before finding a system built for their practice.
| ClearPoint | Generic Agency | DIY | VA / Freelancer | |
|---|---|---|---|---|
| Done-for-you LinkedIn outreach | — | — | Partial | |
| CFO-niche specialization | — | — | — | |
| Activation Phase (positioning first) | — | — | — | |
| Targeted outbound prospecting (100-150 connections/mo) | — | — | — | |
| LinkedIn content that supports outreach | Partial | Partial | ||
| Warm lead surfacing + reply management | — | — | — | |
| 60-day initial, then flexible | — | |||
| Activation Phase guarantee | — | — | — | |
| Typical monthly cost | $2,995 | $5K–$15K | Your time | $1K–$3K |
Your Safety Net
Two guarantees. Zero lock-in.
Activation Phase Guarantee
If your Activation Phase isn't complete within 15 days, we continue at no extra charge until it is. And if you're not satisfied with the deliverables, we revise until you are — at no additional cost.
60-Day Initial Commitment. Flexible After.
60-day initial commitment, then cancel with 30 days' notice. At capacity? Pause for up to 2 months per year — billing stops, your assets and data are held, and we resume within 48 hours when you're ready.
Most clients stay 6+ months because the pipeline compounds. But the choice is always yours.
Built-In Flexibility
At capacity? Pause instead of canceling.
Fractional CFOs hit capacity. When you land a large retainer and need to focus on delivery, pause your subscription instead of losing your place. Billing stops. Your positioning assets, content archive, and campaign data stay intact.
Request a pause
Email or message — takes 30 seconds
Billing stops
Up to 2 months per calendar year
Resume anytime
We restart within 48 hours — no re-onboarding
Scope Clarity
What's not included
Transparency matters. Here's what falls outside the Client Acquisition System so there are no surprises.
This is probably not for you if:
The Math
The math on one new client.
Fractional CFO retainers typically run $5K–$15K/month. Here's what the numbers look like at conservative rates. Results depend on your niche, close rate, and market.
Your monthly investment
$2,995
All-in. No setup fee. No ad spend.
One new retainer client at
$7,000/mo
Conservative mid-range for fractional CFOs
Net monthly gain
+$2,995
After ClearPoint. Every month that client stays.
At $10K/month, one client can return 2–3× the annual cost of the engagement.
Most fractional CFO retainers last 12–24 months. A single long-term client can return multiples of the engagement cost. Results vary — but the math is worth understanding before you decide.
FAQ
Questions we hear most
Start with the Acquisition Roadmap if you want to see exactly where your positioning and pipeline are losing you clients. Start the Client Acquisition System if you already know you want ClearPoint to build and run the acquisition system for you.
Because outbound prospecting works best when your niche, messaging, and market position are already clear. Prospects who click through to a strong profile convert at a much higher rate. The Activation Phase creates that infrastructure first, then the outreach engine activates it.
We complete your Activation Phase: niche clarity, LinkedIn rewrite, proof assets, and outreach sequences — all live within 15 days. Activation begins inside 7 days of onboarding.
As soon as the Activation Phase is complete, we move directly into Ongoing Acquisition — targeted connections, DM sequences, warm lead surfacing, and pipeline management all running simultaneously.
The Activation Phase requires a 45-minute async onboarding (intake questionnaire + voice memo). Ongoing work is roughly 20 minutes per week — content approvals and responding to warm leads routed to your inbox. We handle all targeting, outreach, writing, and execution.
Agencies sell activity. ClearPoint builds your fractional CFO positioning foundation first, then runs a LinkedIn lead generation system behind your practice — designed specifically for how fractional CFOs get clients.
60-day initial commitment, then cancel with 30 days' notice. No penalties, no lock-in after the initial period.
Yes. You can pause your subscription for up to 2 months per calendar year. Billing stops immediately when you pause. Your queue position, brand assets, and campaign data are held — so when you unpause, we resume where you left off within 48 hours. No re-onboarding, no extra fees. Most clients pause when they land a large retainer and need to focus on delivery, then unpause when they're ready for the next client.
We guarantee deliverables: Activation Phase complete within 15 days or we continue at no extra charge, plus revisions until you're satisfied. The ongoing phase includes consistent monthly execution. Results vary by niche, market, and close rate.
$2,995/month, billed on the same date each month. Month 1 covers the Activation Phase. Month 2 onward covers Ongoing Acquisition. No separate launch fee.
ClearPoint guarantees deliverables, not revenue — because your close rate, niche, and pricing are variables we cannot control. What we do control is the execution: if you're not seeing traction, we don't wait. We review targeting, revise messaging, test new outreach angles, evaluate response patterns, and adjust based on what the campaign data shows. That diagnostic process is part of the engagement, not an add-on. After the 60-day initial period, you can pause or cancel with 30 days' notice.
All outreach is executed directly from your LinkedIn account, with human supervision at every step. We use controlled, measured activity levels — well within LinkedIn's standard usage guidelines — and we write every message personally, not with templates or automation. The approach is designed to feel like a natural extension of how you already use LinkedIn, not a bulk campaign. We've run this system across multiple accounts without incident.
Referrals are great — until they slow down. The Client Acquisition System builds a second acquisition channel: we identify your ideal clients, initiate conversations on your behalf, and surface warm leads to your inbox. Most clients keep their referral pipeline and add ClearPoint as the outbound system that fills the gaps.
A VA can post content. ClearPoint builds the Activation Phase first — niche clarity, messaging, profile repositioning — then runs targeted outbound prospecting on top of it. We identify your ideal clients, initiate conversations, manage replies, and surface warm leads — not just schedule posts. The difference is the same as hiring a bookkeeper vs. a CFO: one executes tasks, the other builds the system.
Every month without a pipeline is another month of hoping referrals show up.
Your Acquisition Roadmap takes 10 minutes and shows you exactly what's costing you clients. Your next retainer starts here.
60-day initial commitment. Cancel with 30 days' notice after — no penalties.