Clarity starts with understanding where you stand.

Before you build the next big campaign, fundraising strategy, or partnership pitch — you need to know what’s working, what’s missing, and where your opportunities truly lie.


Our diagnostic tools are designed to help you uncover blind spots, strengthen your foundation, and identify actionable next steps for growth.

Each assessment provides insight aligned with our CLARITY Framework — guiding you through:


Context. Landscape. Audience. Roadmap. Implementation. Tracking. Yield.

Take An Assessment

Explore Our Diagnostic Tools

For Nonprofits

  • Nonprofit Fundraising & Communications Assessment
    Evaluate how well your messaging, donor strategy, and campaigns align with your mission and fundraising goals. | Get a customized report highlighting strengths, gaps, and next-step recommendations.

  • Donor Audience Assessment
    Understand who’s giving, who’s missing, and how to diversify your donor base.
    Ideal for organizations preparing for GivingTuesday or year-end campaigns.

  • GivingTuesday Readiness Check
    Gauge your storytelling, timing, and platform readiness to maximize impact on December 2. Includes actionable next steps and a campaign checklist.

  • Target Donor Discovery Worksheet
    Identify your ideal donor segments by generation, values, and communication preferences. Perfect for growing donor retention and engagement.

  • AI Risk & Readiness Assessment
    Evaluate how your organization is using AI across communications, operations, and donor engagement — and uncover potential risks or opportunities. Designed for nonprofits exploring AI tools responsibly.

For Small Businesses & Consultants

  • Small Business Owners & Solopreneurs Marketing & Communications Assessment
    Evaluate how your brand message, sales funnel, and customer engagement align with your business goals. | Receive a personalized roadmap to strengthen your marketing and communications foundation.

  • Marketing & Messaging Clarity Quiz
    Assess whether your brand message connects with your ideal customer — and where it’s getting lost. | Includes a mini action plan to refine your positioning.

  • Social Media Alignment Checkup
    Review your current platforms, posting cadence, and content focus to ensure your efforts drive measurable engagement.

  • Sales & Customer Engagement Pulse
    Analyze your conversion funnel from awareness to loyalty to uncover missed opportunities and growth potential.

  • AI Risk & Readiness Assessment
    Examine how your business or firm uses AI in marketing, content creation, or operations — and identify where automation can increase efficiency without compromising brand trust. | Perfect for small businesses, consultants, and law firms.

How It Works

Select an Assessment — Choose the one that fits your goals.

  1. Complete the Form Online — Each diagnostic takes about 5–10 minutes.

  2. Receive Your Results — Get a personalized summary of strengths, gaps, and recommendations.

  3. Optional Strategy Call — Turn insight into action with a guided consultation.

Ready to See Where You Stand?

Discover what’s holding your growth back — and how to fix it with clarity.


Take an Assessment