The Clarity Meeting Cheat sheet d) Gain a) Gains b) Growth c) Goals What’s the potential? Ask the client’s what possible Show last year Challenge/Stretch them Get clients to own the change Show levers with biggest impact Are you happy with the potential? Is it achievable? Do you want to achieve this? Revise as necessary Make it personal What would you spend it on in the business? What’s the impact of that now and what difference will that make in the future? What would you spend in on personally? Confirm Summarise Set up move into action plan 3. Endgame What’s the impact of that now and what difference will that make in the future? Notes Visualise Voice 1. Current Verify Check data and mapping for accuracy. Make sure all 7 Key Numbers are complete and make sense. Use Numina to prep for meeting. Open The 7 Key Numbers, Use the Numina prep to guide the discussion — show what’s strong, weak, or trending. Help clients see their position, not just hear it. Invite the client to describe what they see. Ask: “What stands out?”, “Did anything surprise you?” Build ownership and understanding by letting them voice 2. Leaderboard Bridge Boost Benchmark Use Clarity Benchmarking to show position against the 16,000 data points on the system or against peers/ locality Explore why these differences might exist - highlighting the biggest areas for improvement Ask or highlight one quick win that builds belief and energy before moving to Endgame. 4. Actions Decide Design Direct Ask Deal with Determine the next Co-create actions together using Numina’s suggested recommendations. Select practical, high-impact steps that build early momentum. Keep it collaborative and quick: “Let’s get started… Prioritise what matters most. Choose 3–5 key actions for the next 90 days. Assign owners, due dates, and clear outcomes. Ask for the business - we’d love to work with you to achieve that additional 200k - how does that sound? AND if appropriate, ask “what would need to change/happen for you to say yes? ie start date, follow-up call or meeting etc - do not leave without agreeing logical next step Better Business | Better Life | Better World® 5 mins incl Leaderboard 8 mins 5 mins 5 mins 2 mins 10 mins 5 mins 10 mins 25 mins 20 mins The Clarity Meeting - Cheat sheet Better Business | Better Life | Better World® 8 mins 5 mins 5 mins 2 mins