🧭 Chaos to Clarity Planner 1. Define Your Client-Centric Mission Who do we serve? Example: “We serve men over 40 struggling with prostate health.” How will we help them? Example: “We help them find the root cause and get real answers through advanced diagnostics and personalized care.” What change do we want to make? Example: “We want them to feel healthy, confident, and in control of their bodies again.” We know we are successful when... Example: “They report symptom relief, better lab results, and stay engaged with our treatment plan.” 2. Annual Financial Target Total revenue over past 12 months ($) Average monthly revenue ($) Estimated revenue next month ($) 3. Identify Your Critical Number What metric directly drives your revenue? (e.g. signups, ROFs, booked calls) How much revenue does one unit of that metric typically generate? ($) 4. List and Score Your Project Ideas Think of 5–10 projects or initiatives you’re considering. Score each idea with: Effort (1–5): How much time/resources will it take? 1 = quick win with current team | 5 = needs new hires or tools Impact (1–5): How much will this move your critical number? 1 = nice-to-have | 5 = needle-mover + Add Project Generate My Clarity Plan
