What Does Onboarding with ClearPoint Strategy Look Like?

A Partnership for Strategic Success

When you choose to partner with ClearPoint, our commitment to your success begins from day one. You’re not just implementing a tool—you’re investing in a strategic partner committed to helping you streamline execution, improve reporting, and drive real results.

From day one, our team works alongside yours to ensure a smooth transition, guiding you through best practices, process improvements, and system optimization. Our proven onboarding process gets you up and running quickly so you can start seeing value right away.

The ClearPoint Strategy Success Framework

Our customers are invested in their strategy and passionate about results. They excel in 5 key areas that are integral to their success, and therefore, cornerstones of our platform. Through these common success factors, along with the seasoned expertise of strategy experts, the ClearPoint Strategy Success Framework was born.  

The framework is designed to meticulously manage, track, and align an organization's strategy. By harnessing the robust capabilities of ClearPoint software, organizations are equipped to establish a strategic plan that is not only comprehensive, but also deeply rooted in proven principles.

✅ Organize Strategy – Define objectives, metrics, and tactics for clear execution.

✅ Align Organization – Ensure collaboration across departments and leadership levels.

✅ Manage Projects – Keep initiatives on track with effective project management.

✅ Communicate Results – Share strategic progress with stakeholders, internally and/or externally.

✅ Simplify Execution – Optimize reporting, automate manual processes, and leverage AI-driven insights to improve efficiency.

This framework isn’t just a checklist—it’s an evolving approach that ensures ClearPoint adapts as your organization grows.

Who Supports You?

We are your partners in strategy. Our award-winning Customer Success team is by your side every step of the way—from kickoff planning and goal setting to account setup and ongoing support.

• Customer Success Manager (CSM) – Your dedicated strategy coach and ClearPoint concierge.

• Award-Winning Support Team – Ready to assist with questions and troubleshooting.

• Technical Account Manager (TAM) – Ensures seamless system configuration.

• Senior Account Executive – Aligns your onboarding with your initial goals.

• Executive Sponsor – Provides high-level guidance when needed.

To ensure you always have the help you need, we provide unlimited support options through multiple channels. Whether you prefer live chat, email, or phone support, our expert team is readily available to assist. Our comprehensive Support Center houses step-by-step guides, tutorials, and best practices, giving you on-demand access to helpful resources. We also offer free training classes and regularly scheduled office hours, where you can connect directly with our experts to ask questions, refine your approach, and get personalized advice.

Your ClearPoint Onboarding Journey

We know that every organization’s strategic journey is unique. That’s why we’ve designed a streamlined onboarding process to help you get up and running quickly and efficiently:

‍Step 1: Success Planning We start by defining your goals, assessing your current processes, and mapping out a ClearPoint implementation plan tailored to your needs.

‍Step 2: Implementation With the help of your TAM, we configure ClearPoint, integrate your data, and set up your reporting structure—often in less than 90 days.

‍Step 3: Adoption We provide comprehensive training, change management support, and hands-on guidance to ensure your team is confident in using ClearPoint for reporting and decision-making.

‍Step 4: Continued Success Your ClearPoint partnership doesn’t end after setup. We continuously work with you to refine processes, introduce automation, and maximize the platform’s value.

‍Why ClearPoint?

Choosing to onboard with ClearPoint means choosing a smarter way to manage strategy. With our expert guidance and powerful tools, you’ll eliminate complexity, improve reporting, and drive real impact—faster than ever. Let’s get started on your journey to strategic success!