CLEAR Systems™️
Placement Assessment
by Intentional Professionals
Before you begin, would you please introduce yourself, your business and the email to deliver your results?
First Name
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Last Name
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Organization
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Email
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One last thing, what is today's date?
Today's Date
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Date
Q1. How are your business decisions documented and made? (copy)
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Mostly in my head
Some written, inconsistent
Documented and followed
Versioned and transferable
Q1
Q2. How dependent is your business on you personally?
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Almost everything runs through me
I delegate, but I'm still heavily involved
The business runs without me day-to-day
The business could run without me long-term
Q2
Q3. How clear is your financial visibility?
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I rely on my bank balance
I review basic reports inconsistently
I track margins, cash flow and forecasts
Financials are clean, documented and buyer-ready
Q3
Q4. How predictable is the revenue?
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Revenue is inconsistent or sporadic
Revenue is recurring but fragile
Revenue is predictable and diversified
Revenue is stable and transferable
Q4
Q5. How consistently are products/services delivered to your clients/customers?
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Delivery varies by situation
I follow similar steps most of the time
Delivery is standardized across the team
Delivery is systematized and brand-owned
Q5
Q6. How formalized are your legal and risk protections?
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Contracts are informal or missing
Basic contracts exist bet aren't formalized
Legal protections are systematized
Legal risk is documented and minimized
Q6
Q7. How structured is your team or support model?
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I work mostly alone
I use contractors inconsistently
Roles and responsibilities are defined
Roles are documented and transferable
Q7
Q8. How are major business changes determined?
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Changes are reactive
Changes are driven by short-term needs
Changes align with strategy and data
Changes optimize valuation and exit readiness
Q8
Q9. How integrated are your systems and tools?
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Tools are fragmented or manual
Tools exist but don't integrate well
Systems are integrated and documented
Systems are scalable and transferable
Q9
Q10. How clear is your long-term strategy?
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I'm still figuring out what works
I have direction but limited focus
Strategy is clear and consistently executed
Strategy aligns with long-term exit options
Q10
Q11. How much business value exists beyond you as a founder?
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The business would struggle
Some value exists beyond me
The business has independent value
The business is an asset, not a job
Q11
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