Stop Losing Time and Money to Tech Frustrations

Your Personal Technology Roadmap gives you clear insight into what’s working, what’s risky, and how to simplify, secure, and streamline your systems with clarity and confidence.

Greg & Brenda Wilson
Technology Advisors

Delivered within 7 days · Includes plan credit toward support · Clarity guaranteed or you don’t pay

How It Works – Simple, Clear and Built for Busy Business Owners

Step 1: Share what's going on

Tell us how your systems are working (and what’s driving you crazy).

Our short, plain-English questionnaire takes about 20 minutes and helps us understand your setup, frustrations, and priorities.

Step 2: We uncover what's really happening.

We review your tools, time drains, and security gaps to find what’s slowing you down or quietly costing you money.

You’ll see exactly where small improvements can make a big difference.

Step 3: Get your personal roadmap.

You’ll receive a clear, prioritized plan showing how to save time, cut costs, and protect your business – all explained in straightforward, easy-to-follow steps.

Step 4: Choose your path forward.

Use your roadmap to take confident next steps – or apply your included credit toward a Support Plan and let Clearwater handle the heavy lifting for you.

Compare Your Roadmap Options

Both versions give you a clear, personalized plan to save time, cut costs, and finally feel in control of your business technology.
The only difference? How much hands-on guidance you’d like from us.

Guided Roadmap – $295

Best for busy owners who want clarity fast and prefer to do things on their own time.

  • 20–30 minute online questionnaire

  • Secure upload for screenshots or checklists

  • Risk & Efficiency Score (0–100)

  • Top 5 fixes to save time or money

  • Quick-Win checklist

  • 30-60-90 day roadmap

  • 20-minute follow-up call

  • $200 credit toward a Support Plan

  • Turnaround: 5–7 business days

Partnered Roadmap – $695

Best for owners who want to talk it through live, get expert input, and make progress right away.

Includes everything in the Guided Roadmap, PLUS:

  • 60–75 minute live working session with a Clearwater advisor

  • Real-time system walkthrough

  • Vendor/tool sanity check (stop overpaying for unused tools)

  • 7-day light support window for follow-up questions

  • $300 credit toward a Support Plan

  • Report delivered within 72 hours

No tech talk. No pressure. Just honest answers and a roadmap that pays for itself – or you don’t pay.

What You’ll Get with Your Roadmap

Every Roadmap gives you a clear picture of where your business stands – and a step-by-step plan to save time, money, and frustration with your technology.

 Here’s what’s included:

  • Overview (no tech talk)
    A one-page snapshot showing what’s working, what’s risky, and what matters most – no IT jargon, no overwhelm.

  • Risk & Efficiency Score (0–100)
    See at a glance how your systems stack up for security, efficiency, and reliability – so you know where you stand.
  • Top 5 Priority Fixes
    We pinpoint the five most important changes that will save time, reduce risk, or cut wasted costs – ranked by impact.

  • Quick-Win Checklist
    Fast, low-cost improvements you can tackle right away.

  • Cyber Safety Essentials Review
    Checks vital protections like passwords, backups, and multi-factor authentication – translated into plain, actionable steps.

  • Tool & License Cleanup
    We flag unused or duplicate tools that are quietly costing you money each month.

  • 30–60–90 Day Roadmap
    A clear visual plan showing what to handle now, soon, and later – so you can move forward with confidence.

  • Plan Credit Toward Support
    $200–$300 credit you can apply toward a Support Plan for ongoing guidance, vendor coordination, and peace of mind as you implement your roadmap.

Your Roadmap is written without tech talk.
You’ll know exactly where your business stands and what to do next.
Guaranteed clarity, or you don’t pay.

Our Clarity Guarantee

You deserve to understand your technology – not just pay for another report.

If you don’t feel clearer about your technology and next steps
after your Personal Roadmap, you don’t pay.

It’s that simple.

We believe in doing business the same way our clients do – with honesty, fairness, and integrity. If your Roadmap doesn’t give you the clarity or direction you expected, just let us know within 7 days and we’ll make it right or refund you in full.

Because peace of mind is the whole point.

We Work With Small Businesses Just Like Yours

Clearwater’s Roadmaps are built for real small businesses – the kind that don’t speak tech, and don’t have time to waste on systems that don’t work. Even if you are already working with an IT company, we can help bring you clarity that you may be missing.

If you’ve ever thought:

  • “We’re probably spending too much on tools we don’t use.”

  • “I just wish someone could explain this stuff in plain English.”

  • “Our tech should make things easier — not harder.”

…then this is for you.

You don’t need to be “good with computers.”
You just need a clear plan that saves you time, money, and stress — and a trusted partner to walk beside you.

That’s what Clearwater does.

Greg & Brenda Wilson
Technology Advisors

Delivered in days. Guaranteed clarity. No ongoing commitment.

Ready to save time, cut costs and
finally feel in control of your technology?

Your Clearwater Roadmap is the easiest way to get clarity — fast.
No tech talk. No pressure. Just honest guidance and guaranteed peace of mind.

Delivered in days · Includes plan credit toward support · Guaranteed clarity or you don’t pay

Whether you choose the Guided or Partnered option, you’ll walk away with
clear answers, fresh confidence, and a path that finally makes sense — not another tech headache.