Talk To A Strategy Expert!

Want to see all the AI prompts?

In 30 minutes, see what your strategy would look like in ClearPoint.

3-Week Setup

Migrate your plan and KPIs from spreadsheets, fully operational in 3 weeks.

Custom Frameworks

Match your strategy, reporting, and organization structure with flexible templates.

SOC2 Certified Security

Granular permissions, full compliance, and enterprise-grade safeguards.

AI ASSISTANTS

AI That Feels Like A Strategy Consultant

From building plans to spotting misalignment,
ClearPoint AI Assistants help you think, plan, and adapt faster.

Build Your Plan

Create step-by-step milestones to improve employee onboarding

Week 1: Assess Current Process,
Week 2-3: Define Success Metrics
Week 4-5: Outline 30/60/90 Day Plan

Can you add a 4th milestone?

Certainly! Here is a 4th milestone for this initiative: Week 6: Gather feedback from new employees and make improvements.

Re-Plan Instantly

We lost 2 key channels due to budget cuts. How should we adjust our strategy?

Shift remaining budget toward high-ROI channels.

How do I improve sales performance?

1) Identify top reps
2) Audit process for friction
3) Set short-term goals with incentives

Spot Conflicts

Can you flag gaps or conflicting goals between departments?

IT and Customer Service are running similar CRM improvement initiatives.

Which one is further along?

CS Project Completion Rate – ~70-80% of completed on time.‍
CS Revenue Growth Rate – ~5-10% annual growth.
IT Customer Satisfaction – ~85-90% satisfaction score.

plans built in real time

Software That Adapts To Your Unique Needs

The ClearPoint Strategy team pushed us. They’re setting dates and goals for you, just like you are with your team, and that’s what brought it together.”

Steve Sones

Chief Administration Officer



From Vision to Tasks in Minutes – Watch big goals turn into a step-by-step actions instantly.



Fits Your Framework – AI builds plans using your actual strategy structure and language.



Adapts as You Go – See how AI re-plans automatically when priorities or KPIs shift.

Guided Setup and Support

Seems Like Too Much Work?
‍We'll Handle It

Whether you’re starting from scratch or bringing in an existing plan, ClearPoint gets you up and running without the busywork.



Cascade Strategy to Departments?
We’ll help drive execution, not just alignment.



Already in Excel?  
We’ll import and clean it.



Need a New Plan? 
AI walks you through it step by step.



Don’t Want to Start from Zero?
We’ll set everything up for you.

No Need for Strategy Consultants: ClearPoint sets everything up for you, even if you don’t have a clear plan.

Workflows

Workflows That Catch What
You’d Never Spot Manually

ClearPoint automates the parts of execution that slip through the cracks,
so your team stays aligned without micromanagement.

KPI Status Change Alert

Send an email to the goal owner when KPI status switches to “off-track.”

Behind Schedule Warning

Alert department head if a project falls behind schedule.

Auto Dashboard Update

On scheduled data upload, auto-run calculations and update all charts and dashboards.

Next Period Rollover

At new period start, copy forward all info and lock the previous period.

One-Click Briefing Book

Send update requests, pre-reads, and create the briefing book with one click.

Quarter-End Review

Conduct PESTLE, SWOT, or VRIO on results and revise strategy if needed.

See Custom Workflows

Want custom workflows? We’ll build them with you (no devs needed.)

Features

Track Progress By Department, Team,
Or Individual In Real Time

(without opening spreadsheets ever again!)

From executive dashboards to frontline tasks. ClearPoint gives you full visibility into how your strategy is performing across every level, every department.

Custom Views

Filter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.

Smart Reminders

Get automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track

Project Management

Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.

Key Metrics

Track performance with real-time KPIs, so you always know what’s working and what needs attention.

Live Dashboards

Get a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.

Monitor KPI health across teams with real-time, high-level views.

See Executive Dashboards

Track timelines, task dependencies and overall project flow on autopilot.

Visualize task progress and spot bottlenecks at a glance.

Drill down from org-level goals to individual team actions in seconds.

Build reports filtered by team, region or any custom dimension.

Monitor KPI health across teams with real-time, high-level views.

Track timelines, task dependencies and overall project flow on autopilot.

See Gantt Charts

Visualize task progress and spot bottlenecks at a glance.

Drill down from org-level goals to individual team actions in seconds.

Build reports filtered by team, region or any custom dimension.

Monitor KPI health across teams with real-time, high-level views.

Track timelines, task dependencies and overall project flow on autopilot.

Visualize task progress and spot bottlenecks at a glance.

See Kanban Boards

Drill down from org-level goals to individual team actions in seconds.

Build reports filtered by team, region or any custom dimension.

Monitor KPI health across teams with real-time, high-level views.

Track timelines, task dependencies and overall project flow on autopilot.

Visualize task progress and spot bottlenecks at a glance.

Drill down from org-level goals to individual team actions in seconds.

See Goal Alignment

Build reports filtered by team, region or any custom dimension.

Monitor KPI health across teams with real-time, high-level views.

Track timelines, task dependencies and overall project flow on autopilot.

Visualize task progress and spot bottlenecks at a glance.

Drill down from org-level goals to individual team actions in seconds.

Build reports filtered by team, region or any custom dimension.

See Custom Views

I used to email 10 teams for updates, now I get everything in a single dashboard, instantly.”

Octavius Murphy

Assistant to the City Manager

Your Strategy Hub

Explore All The Custom Views

CUSTOMIZATIONS

Custom Views You Couldn’t Build Manually In A Spreadsheet

From org-wide frameworks to personal dashboards, ClearPoint lets you customize every layer of strategy, without developers or clunky tools.

company level

Use the Framework You Already Have

OKRs? Balanced Scorecard? Your own model? ClearPoint bends to your structure, no rebuild required.

Tailor views by business unit, region, or strategic pillar.

Track organization-wide KPIs without touching Excel.

Maintain your reporting cadence, just wth less friction.

TEAM / INDIVIDUALS

Only See What Matters To You

Each team or user gets a dashboard showing just their goals, metrics, and deadlines, nothing else.

Personalized dashboards by team, role, or priority.

Clean separation between org, team, and individual views.

Everyone knows exactly what they own, and how it ladders up.