CLEAR-EDGE MARKETING ADVANTAGE™
build a 2027 plan designed to create a better company.
You do not need another list of goals.
The CLEAR-EDGE Annual Planning Advantage helps you identify the gaps that matter, choose the few Strategic Bets that deserve your company’s attention, and pressure-test the plan before you commit your people, capital and time.
$550 · Includes Diagnostic + 90-Minute Advisory Session + Planning Tools
WHY ANNUAL PLANS FALL SHORT
A FULL PLAN CAN STILL BE THE WRONG PLAN.
Most annual planning begins with a familiar set of questions:
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What is our revenue goal?
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What should we accomplish next year?
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Who do we need to hire?
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What initiatives should we launch?
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Those questions matter.
Those questions matter.
But they do not answer the bigger CEO question:
If you accomplish everything in your 2027 plan, will you own a better-performing, more valuable company at the end of the year?
The CLEAR-EDGE Annual Planning Advantage approaches annual planning through a different lens.
Instead of starting with the list of things you want to do, we start with the company you are trying to build.
ANNUAL PLANNING THROUGH A VALUE-CREATION LENS
DON’T JUST PLAN WHAT YOU WANT TO ACCOMPLISH.
PLAN THE COMPANY YOU WANT TO BUILD.
The CLEAR-EDGE CEO Planning Advantage connects your annual priorities to the characteristics of a stronger company:
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Growth
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Profitability
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Predictability
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Independence
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Scalability
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defensibility
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transferability
The objective is not simply a bigger company.
It is a better company.
A company with clearer direction, stronger economics, fewer unnecessary dependencies and more options for its owner
THE OFFER
GO BEYOND THE WORKBOOK.
The CLEAR-EDGE Annual Planning Advantage gives you additional support to complete, challenge and strengthen your annual plan.
01DEEP-DIVE DIAGNOSTIC
IDENTIFY THE GAPS
Assess the constraints, risks and opportunities most likely to influence your priorities.
We use the CLEAR-EDGE planning framework to help identify where the company you own today differs from the company you are trying to build.
The objective is not another score.
It is a clearer signal about where leadership attention should go.
0290-MINUTE ADVISORY SESSION
BUILD THE PLAN
Work directly with Adam Wright to complete and pressure-test your Annual Planning Workbook.
During the session, we will work through the areas of the plan where greater clarity or stronger strategic choices are needed.
Depending on your plan, that may include:
- Destination
- Current-state diagnosis
- Critical gaps
- Strategic Bearing
- Strategic Bets
- Resource allocation
- CEO Strategic Scorecard
- Operating Rhythm
- Course-correction logic
The goal is to leave with a more focused, connected CEO Annual Plan—not another list of initiatives.
03DEEP-DIVE DIAGNOSTIC
THINK DEEPER
Use structured AI prompts to challenge assumptions, explore alternatives and improve the quality of your planning conversation.
Use the prompts to:
- Test assumptions
- Explore alternative strategic choices
- Challenge proposed Strategic Bets
- Identify overlooked risks
- Examine resource tradeoffs
- Strengthen measures of success
- Prepare for leadership-team discussions
AI does not make the strategic decisions.
It helps you ask better questions before you make them.
04WORKSHOP GUIDE
ALIGN THE TEAM
Use the CLEAR-EDGE process to facilitate the annual planning conversation with your leadership team.
The Workshop Guide helps you move the team from individual ideas and competing priorities toward a shared plan.
It provides a structured process for discussing:
- Foundation and Destination
- Current-state diagnosis
- Strategic direction
- Strategic Bets
- Resource allocation
- Measures and evidence
- Operating Rhythm
- Course Correction
The output of the workshop is the CLEAR-EDGE CEO Planning Advantage Workbook.
THE PROCESS
FROM PLANNING EXERCISE TO CEO ANNUAL PLAN.
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DIAGNOSE
Identify the gaps.
Understand the constraints, risks and opportunities between the company you own today and the company you are trying to build.
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CHOOSE
Clarify what must become true.
Pressure-test the Strategic Bearing and narrow the company’s attention to the few Strategic Bets that matter most.
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RESOURCE
Make the tradeoffs real.
Connect the strategy to people, capital, leadership attention and organizational capacity.
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MEASURE
Define the evidence.
Determine how you will know whether the Strategic Bets are working and whether the company is becoming stronger.
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OPERATE
Put the plan into a cadence.
Connect the annual plan to quarterly, monthly and weekly management rhythms so it remains part of how the company operates.
A GOOD FIT IF...
YOU HAVE A PLAN. YOU WANT TO KNOW WHETHER IT IS THE RIGHT PLAN.
The CLEAR-EDGE Annual Planning Advantage is designed for founders and CEOs who:
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Have started their annual planning but want an experienced second set of eyes.
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Understand where they want the business to go but need greater clarity about what matters most next year.
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Have too many priorities and need to narrow them to 3–5 meaningful Strategic Bets.
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Want to connect annual priorities to enterprise quality and long-term value.
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Marketing and sales feel fragmentedNeed to pressure-test assumptions before committing people, money and time.
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Want a more structured planning conversation with their leadership team.
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Want to move from goals and initiatives to a connected management system.
THE OUTCOME
A CLEARER PLAN. FEWER PRIORITIES. STRONGER STRATEGIC CHOICES.
By the end of the process, you should have greater clarity around:
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YOUR DESTINATION
What kind of company are you actually trying to build?
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YOUR CRITICAL GAPS
What is standing between the company you own today and that Destination?
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YOUR STRATEGIC BEARING
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Which direction must the company maintain?
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YOUR STRATEGIC BETS
What 3–5 things must become true next?
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YOUR RESOURCE COMMITMENTS
What people, capital, time and capacity will those choices require?
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YOUR EVIDENCE
How will you know whether the plan is working?
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YOUR OPERATING RHYTHM
How will leadership keep the plan connected to execution throughout the year?
EVERYTHING INCLUDED FOR $550
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Deep-Dive Diagnostic
Identify the constraints, risks and opportunities most likely to influence your priorities.
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90-Minute Advisory Session with Adam Wright
Complete and pressure-test your Annual Planning Workbook.
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CLEAR-EDGE AI Prompt Guide
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Challenge assumptions and explore alternatives before committing to the plan.
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CLEAR-EDGE Workshop Guide
Facilitate the annual planning conversation with your leadership team.
YOUR ADVISOR
BUILT FROM AN OPERATOR’S PERSPECTIVE.
Adam Wright is the Founder & CEO of Clarity Collective and has spent more than 25 years building, owning and operating founder-led businesses across multiple industries.
His perspective on strategy comes from operating companies—not simply advising them.
The CLEAR-EDGE CEO Planning Advantage is built around a practical CEO question:
What must become true for this to become a better company?
FAQ
QUESTIONS ABOUT our annual planning advantage
Have a question that isn't answered here?
DO I NEED TO COMPLETE THE WORKBOOK BEFORE THE ADVISORY SESSION?
You should complete as much of the CLEAR-EDGE CEO Planning Advantage Workbook as you reasonably can before the session.
The more thinking you bring into the conversation, the more time we can spend pressure-testing the choices rather than simply filling in the workbook.
IS THIS A FULL STRATEGIC-PLANNING CONSULTING ENGAGEMENT?
No.
The Annual Planning Advantage is a focused planning offer designed to help you strengthen and complete your CEO Annual Plan.
If the work uncovers a larger strategic, leadership, marketing, operational or valuation issue, Clarity Collective can discuss additional support separately.
SHOULD MY LEADERSHIP TEAM ATTEND THE 90-MINUTE SESSION?
The session can be completed directly with the CEO.
If leadership-team alignment is a larger part of your planning need, the included Workshop Guide gives you a structured way to facilitate that conversation with the team.
WHAT IS A STRATEGIC BET?
A Strategic Bet is a consequential choice about something that must become true.
It combines:
A hypothesis — If we do this, we believe something important will change.
A commitment — We are willing to allocate scarce resources to find out.
The goal is usually 3–5 Strategic Bets, not a long list of priorities.
IS THIS ONLY FOR COMPANIES PLANNING TO SELL
No.
Building for value is not the same as building to sell.
A stronger, more valuable company can create greater owner optionality whether you intend to hold, grow, acquire, recapitalize, step back, transition ownership or eventually sell.
THE CEO’S ANNUAL PLANNING ADVANTAGE
DON’T JUST BUILD A PLAN FOR 2027.
BUILD A BETTER COMPANY THROUGH 2027.
Get the diagnostic, advisory session and planning tools to help turn your annual planning work into a focused CEO Annual Plan.