One-Page Strategic Plan

ClarityHUB framework · FY2026 · Q3 (Jul 2026 – Sep 2026)

Core Purpose

Sample Data

Give restoration crews and coordinators a single system that runs the job from first call to final invoice.

BHAG · 10 Year

Sample Data

Every restoration job in North America runs on Everstream by 2033.

Core Values

Sample Data
  • Field first
  • Simple beats clever
  • One truth per job
  • Show up

3 Year Desired Outcomes

Sample Data
Revenue
At Risk
$40M ARR
by FY2029
$14.2M ARR28%
Customers
40,000 accounts
by FY2029
Loyalty
NPS 65
by FY2029
Key Capabilities
Offline-first mobilePayer integrationsEstimator marketplace

1 Year Desired Outcomes

Sample Data
Active AccountsOn Track
23.4k/ 22k
106% of target
NPSOn Track
61/ 55
111% of target
Time to OnboardOn Track
4.2d/ 5d
119% of target
Logo ChurnOn Track
2.1%/ 3.0%
143% of target

Quarterly Theme

Sample Data
Theme
Grow Where We Win
Critical Number

Net-new accounts > 1,200 this quarter

Weekly Measure of Progress

Weekly growth sync · Tuesday 10am

Quarterly Priorities

Sample Data
C
Adjuster / coordinator hires
On Track
CEO
80%
VP
Payer integration expansion
On Track
VP Product
70%
VE
Estimator connector v2
On Track
VP Engineering
65%
C
Contractor payments audit
On Track
CFO
60%

Metrics · Weekly Measure of Progress

Sample Data
Accounts
23400/ 22000
NPS
61/ 55
Onboard (d)
4.2/ 5
Churn %
2.1/ 3

Key Function Chart

Sample Data
Coming soon — assign the seat that owns each key function. Every outcome and metric will map to a person here.