Hi Reader, Welcome back to The Clarity Letter. We're getting closer to the end of the year. And around this time, conversations naturally start shifting toward 2027. New goals. New revenue targets. New programs. New hires. New clients. New initiatives. I love those conversations. But there's another question I think deserves a seat at the planning table: What are we carrying into 2027 that we've already outgrown? Maybe it's the spreadsheet that made perfect sense when there were 20 clients....
about 21 hours ago • 1 min read
Hi Reader, Welcome back to The Clarity Letter. One of my favorite moments in this work is watching someone experience a process after it has been redesigned. Because sometimes the transformation sounds almost too simple. Something that once required: Opening a spreadsheet. Checking another system. Copying information. Sending an email. Creating a reminder. Following up later. Updating the spreadsheet again. …becomes one connected workflow. Information comes in. It goes where it belongs. The...
about 22 hours ago • 1 min read
Hi Reader, Welcome back to The Clarity Letter. A while ago, I was looking at a process with a team when the Chief Executive Officer said something that made me smile: “I know we have a system for this somewhere…” And there it was. The organization had tools. Plenty of them. A CRM. Spreadsheets. Shared folders. Forms. Email. A project management platform. Each one had been introduced for a good reason. But over time, the team had created its own ways of getting things done. One person tracked...
about 22 hours ago • 1 min read
Hi Reader, Welcome back to The Clarity Letter. Here’s a question I’ve been thinking about as we enter the final stretch of 2026: What would happen if you stepped away from your business for one week? Would work continue moving? Would your team know what to prioritize? Would leads still receive follow-ups? Would clients know what happens next? Would approvals move forward? Would you return to a business that continued operating… or an inbox filled with things waiting for you? I’ve worked...
about 23 hours ago • 1 min read
Hi Reader, Welcome back to The Clarity Letter. I want you to think about someone on your team for a moment. Let’s call her Zara. Zara knows how everything works. Need the latest client information? Ask Zara. Not sure what happens after an application comes in? Zara knows. Need to find that document? Zara knows where it lives. Something unusual happens with a customer? Zara knows what to do. Zara is fantastic. And every organization appreciates having people like her. But here’s the question...
14 days ago • 1 min read
I love technology, Reader. 😊 But first, welcome back to The Clarity Letter. A good system can completely change the way your organization operates. But whenever someone tells me, "We need a new CRM." "We need a project management platform." "We need an automation tool." My first question usually isn’t: Which one? It’s: What do you need it to help you do better? That question changes the conversation. Because the best system is not necessarily the one with the longest feature list. It’s the...
21 days ago • 1 min read
Hi Reader, Welcome back to The Clarity Letter. Here’s something I pay close attention to when I’m looking at how work moves through an organization: How many times is the same information being touched? A customer fills out a form. Someone copies the information into a spreadsheet. Another person adds it to the CRM. Someone sends an email to the team. Then another person updates a tracker so leadership knows what’s happening. Everyone is doing their job. The work is getting done. But one...
28 days ago • 1 min read
Hi Reader, Welcome back to The Clarity Letter. There's a stage of growth I find fascinating. Your organization is doing well. More opportunities are coming in. Your team is expanding. New programs, clients, partnerships, or initiatives are emerging. What worked beautifully when everything was smaller suddenly starts asking for something more. More structure. I've seen this happen with businesses, nonprofits, and growing organizations. In the early stages, so much can live inside the leader's...
about 1 month ago • 1 min read
Hi Reader, Welcome back to The Clarity Letter. The more time I spend working alongside leaders, the more I notice something interesting. Some of the most effective leaders create a sense of calm around execution. Their teams understand what matters. People know where decisions sit. Priorities feel visible. Conversations lead somewhere. And there's a rhythm to how work moves. What fascinates me is that this sense of calm often has very little to do with the amount of work happening. These...
about 2 months ago • 1 min read