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AI STRATEGY ASSISTANT
“Feels Like A Dedicated Consultant Is Solving Every Task On The Spot”
ClearPoint AI turns your goals and KPIs into plans, explanations, and actions — and anything you ask gets answered instantly with the context consultants usually take weeks to collect.
Use your plan, AI builds everything around it
ClearPoint understands each part, AI knows how they connect
Change one thing and AI updates the rest or strategy
See real prompts run on your strategy and watch ClearPoint AI explain, adjust, and rebuild your plan.
Guaranteed Compliance Fit
ClearPoint AI operates inside your security posture and governance standards.
Full Data Privacy
Your data stays private, never trains models, and is accessible only to you.
AI Guided Setup
AI will guide you through setting up or revising your strategic plan.
Watch me generate a full Q2 plan from our goals, KPIs, and initiatives in under 60 min.”
Turns your existing data into aligned objectives, measures, and initiatives.
Builds timelines, owners, and dependencies automatically.
Adapts the plan instantly when priorities, KPIs, or frameworks change.
Here Exactly How Your Workflow Changes The Moment AI Takes Over
A side-by-side view of how the work you used to do manually is now handled instantly the moment ClearPoint AI steps in.
Build goals manually
AI drafts goals and OKRs instantly
Review KPIs by hand
AI runs full exception analysis
Rebuild charts across the system
AI updates and formats all visuals
Wait weeks for consultant analysis
AI gives you insights in seconds
AI ASSISTANTS, PLAYBOOKS, AND EXPERTS
ClearPoint AI Handles The Busywork So You Can Focus On Strategy Execution
The tasks that used to take weeks (building plans, fixing KPIs, updating charts, running reviews) now happen the moment you ask.
Below are the core strategy tasks ClearPoint AI handles instantly:
Below are the core strategy tasks ClearPoint AI handles instantly:
AI Scorecard Review & Exception Analysis
No More Digging Around For Insights: “Show Me The Measures That Are Underperforming.”
ClearPoint AI reviews your entire plan, quickly builds exception reports, and surfaces risks you wouldn’t catch manually.
If you want deeper KPI explanations, you can ask:
If you want deeper KPI explanations, you can ask:
What should we do about X metric?
Clear actions based on trends.
Perform a SWOT for my last quarter.
Instant analysis pulled from your data.
Which measures have no owners assigned?
Owner gaps surfaced immediately.
AI Goal Creation
When You Don’t Want To Build Goals Manually, Say: “Draft my Q2 goals and guide me through the details.”
ClearPoint AI drafts objectives, measurable results, and team-level goals based on your data and priorities, without you structuring anything.
If you want stronger goal alignment, you can ask:
If you want stronger goal alignment, you can ask:
Create 3 objectives for customer retention.
Get ready-to-use objectives.
Draft team goals based on company OKRs.
Aligned outputs for every team.
How should I rebuild goals as the plan evolves?
AI updates the structure instantly.
AI MEASURE REFINEMENT
No More Tweaking Charts By Hand. Simply Ask: “Show me this chart yearly instead of monthly.”
ClearPoint AI rebuilds your charts, recalculates targets, updates thresholds, and applies proper formats instantly.
If you want cleaner, smarter charts, you can ask:
If you want cleaner, smarter charts, you can ask:
Evaluate green/yellow/red using the 5% rule.
Accurate status colors applied.
Add a benchmark line to every KPI.
Comparative targets added instantly.
Fix formatting across all charts.
Unified visuals in one step.
AI project planning
When Priorities Shift, Don’t Rebuild Plans, Just Ask: “CEO has 4 new priorities, how do they affect our current strategy?”
ClearPoint AI regenerates initiatives, timelines, dependencies, and effort estimates the moment your priorities change.
If you want a fully rebuilt plan in seconds, you can ask:
If you want a fully rebuilt plan in seconds, you can ask:
Generate initiatives for this new goal.
A complete initiative set rebuilt.
Estimate effort and timelines.
Timeline + effort calculated for you.
Highlight cross-team dependencies.
Hidden links surfaced.
AI Strategy Analysis
Instead Of A Month-Long Consulting Project, Ask: “Which of these targets are unrealistic, and why?”
ClearPoint AI evaluates your entire strategy, tests realism, flags conflicts, and reveals issues a strategist usually needs weeks to uncover.
If you want a consultant-level review, you can ask:
If you want a consultant-level review, you can ask:
Compare our goals to industry benchmarks.
Realistic vs unrealistic flagged.
Highlight where KPIs conflict.
Contradictions exposed immediately.
How do top companies structure this?
Best-practices surfaced.
ai formulas and forecasting
Stop Rebuilding Formulas And Charts, Ask The AI To Do It: “Forecast Q4 if current trends continue.”
ClearPoint AI handles forecasts, rolling averages, variance calculations, and recalculations automatically.
If you want richer, more accurate calculations, you can ask:
If you want richer, more accurate calculations, you can ask:
Create a year-to-date rolling average.
Smoothed performance generated.
Calculate change vs last period.
Instant variance estimated.
Change this target and recalc all goals.
Entire plan updated.
BOOK A FREE DEMO
Give Us 30 Minutes,
And We’ll Show You
How To Build & Analyze Your Entire Strategy With ClearPoint AI
Instant analysis (no consultants needed!): We’ll run live prompts like “Perform a SWOT on last quarter.”
No more technical setup: Watch AI handle calculations, evaluations, charts, and refinements so your team doesn’t need training.
Ask us anything: Bring your frameworks, documents, or use cases.
We’ll show exactly how AI works with them.
We’ll show exactly how AI works with them.
Based on 150+ customer reviews
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