The 11 Plays Playbook:
Your Deployment Guide
Exactly how to deploy RapidClarity across every type of client engagement β which assessments to use, how to facilitate, what to charge, and what to say. Pick a play. Run it this week.
Wherever You Are, Every Play Applies
Where Are You in Your Practice?
These 11 plays work at every stage of practice maturity. Your starting point determines which plays you run first β not which plays are available to you.
Building & Booking
You're winning clients but giving away discovery for free. You need a way to get paid for your diagnostic process and close more proposals β without reinventing your approach every time.
Growing & Professionalizing
You have clients and revenue. Now you want deeper engagements β team diagnostics, leadership alignment, retainers. You need structured processes that increase your value and justify premium fees.
Scaling & Codifying
You've built a methodology. Now you want time leverage β groups, masterminds, conferences. Deliver to 50 or 500 at once without diluting quality, and build recurring revenue that doesn't depend on your calendar.
Every play maps to the Diagnostic Intelligence Cycle. Start with one. The cycle will show you the next.
Start Here
Your First Week with RapidClarity
You don't need to master all 11 plays. You need to run one. Here's how to go from "I have the platform" to "I just ran my first paid diagnostic" in five days.
Pick Your Play
Find yourself in the maturity cards above. Read the play it points you to β most likely Play 3 (Paid Discovery) or Play 5 (Structured Intake). Read the full play: facilitation steps, positioning script, assessment stack.
β You know exactly which play you're running first.
Set Up Your Session
Log into RapidClarity. Create a new session. Select the assessments from your play's stack. Configure settings β name, welcome message, branding. Generate the participant link. Complete it yourself first. Experience what your client will experience.
β Your session is built, tested, and ready to share.
Send the Link
Identify your first participant β a current client, a warm prospect, or a colleague who's agreed to be your test case. Use the positioning script from your play. Send the link with a brief message: what it is, why it matters, how long it takes.
β Your first real session is live with a real person.
Review the Results
Pull up the results. Study the heatmap. Read their priorities. Note where they scored high and low. Draft 3β5 talking points for the debrief. You now know more about this client's situation than most consultants learn in three meetings.
β You have data-driven talking points ready.
Run the Debrief
Walk through the results with the participant. Let the data lead the conversation. Ask: "Does this match what you're experiencing?" Close with the natural next step your play recommends β a deeper diagnostic, a team session, a proposal.
β You've run your first diagnostic session. You're in the cycle.
Five days. One play. One real session with real data. Everything after this is repetition and expansion β the plays below show you exactly where to go next.
The Plays
The Lead Gen Session
Events that generate applause but not pipeline
The Conference Workshop
Speaking gigs that don't convert to clients
The Paid Discovery
Giving away your most valuable hour for free
The Fractional Onboarding
Spending your first month guessing instead of leading
The Structured Intake
First meetings wasted on warm-up questions
The Team Diagnostic
Not knowing what the leadership team actually thinks
The Culture & Alignment Scan
Org problems hiding below the leadership layer
The Workshop Intensive
Offsites that feel productive but produce nothing
The Execution Sprint
Strategy decks that collect dust after the meeting
The Cohort Program
Group programs that devolve into unfocused talk
The Quarterly Cadence
Engagements that end instead of renew
The Strengths Unlock
Bonus Β· Individual & team strengths integration
Stage 1: Attract
Draw people in with a real experience of your methodology β not a pitch.
The Lead Gen Session
The problem: You're running events, webinars, and workshops that get great feedback β but nobody follows up, nobody converts, and you have no data on who was in the room or what they need.
Your Situation
You want time leverage β workshops, webinars, cohort kickoffs. But events need to generate qualified leads, not just applause. Every attendee should leave with something tangible, and you need their data to follow up intelligently.
With RapidClarity
Teach for 20 minutes, then: "Let's apply this to YOUR situation." Every participant completes a real assessment on their device. They leave with a personalized diagnostic report. You leave with structured data on every attendee and a warm pipeline.
Assessment Stack
How to Facilitate
Open with a framework or insight (15β20 min). Teach something valuable β a model, a diagnostic lens, a reframe on a common problem. Build credibility before asking anything.
Transition to the assessment. "Now let's apply this to your situation." Share the session link. Give them 10β15 minutes to complete. Pace the room or narrate what they'll encounter.
Debrief in real time. Pull up aggregated results if the group is comfortable. Show patterns. "Look β 70% of you ranked execution as your biggest constraint. That's not a coincidence."
Close with the next step. "You now have a personalized report. If you want to go deeper, I run a 90-minute diagnostic that turns this into a full action plan. Here's the link to book."
How to Position It
"This isn't a webinar. It's a planning session. You'll leave with a report β not just notes."
The Revenue Math
What This Looks Like in Practice
Run this twice a month. 100 attendees, 10 convert to paid diagnostics at $1,500 each. That's $15,000/month from a play that costs you an hour of your time.
The Conference Workshop
The problem: You get invited to speak but walk away with nothing but applause. No leads, no data, no follow-up path. Your talk was great β and completely forgettable by Monday.
Your Situation
You've been invited to speak or lead a breakout session. Most speakers deliver content and hope people reach out. You want to leave with something more than applause β you want structured data on every person in the room and a clear follow-up path.
With RapidClarity
Your workshop includes a live diagnostic experience. Attendees don't just listen β they participate. They complete a real assessment, get an instant report, and you get their data, priorities, and self-identified gaps. Your follow-up email writes itself.
Assessment Stack
How to Facilitate
Deliver your talk (20β30 min). Make it framework-driven. End with a diagnostic question: "Want to know where you actually stand on this?"
Deploy the assessment live. QR code on screen. 8β12 minutes to complete. Walk the room and narrate: "If you're finding this section hard to answer, that IS the insight."
Show aggregate patterns (if audience permits). "50 leaders just told us their #1 constraint. Look at this."
Close with differentiated follow-up: "Everyone has their report. If you scored below a 6 in two or more areas, let's talk β I do a deeper diagnostic that takes 90 minutes and costs a fraction of what this gap is costing you."
How to Position It (to the event organizer)
"My session isn't a lecture β it's an interactive diagnostic. Every attendee leaves with a personalized report, not just inspiration. Your event becomes the one they actually remember."
The Revenue Math
What This Looks Like in Practice
Two conference workshops per quarter at $5,000 each, plus 5% of attendees converting to paid engagements. That's $10,000 in fees plus $30,000 in pipeline β $40,000/quarter from stages you were already on.
Stage 2: Diagnose
Get paid to understand the problem β structured, visual, in the client's own words.
The Paid Discovery
The problem: You're giving away 60β90 minutes of your sharpest thinking on "discovery calls" that you don't charge for β and prospects treat as free consulting with no obligation to hire you.
Your Situation
A prospect wants to work with you but you're not sure what they need. Instead of giving away a free 90-minute "getting to know you" call, you charge for a structured diagnostic session that delivers a tangible report and gives you everything you need to write a proposal.
With RapidClarity
Run 3β4 assessments in a 90-minute facilitated session. The client answers what they want, what's blocking them, and what transformation they're seeking. They get a comprehensive report. You get everything you need to write a proposal in their own words.
Assessment Stack
How to Facilitate
Frame the session: "We're going to spend 90 minutes getting structured clarity on where you are, where you want to be, and what's in the way. You'll walk out with a professional report and I'll have what I need to tell you exactly how I can help."
Walk through each assessment. Pace the room. Explain each section. Coach through the prompts: "Don't overthink this β your first instinct is usually the right one."
Generate the report live and walk through key findings together. Point to patterns: "You ranked these 3 blockers highest β and your from-to stories confirm them. That's where we'd focus."
Close with a proposal bridge: "I now have everything I need to put together a recommendation. I'll send a proposal within 48 hours based on exactly what you told me today."
How to Position It
"Before I propose anything, I run a diagnostic. It's a 90-minute structured session where you answer the questions that matter. You get a professional report. I get the clarity to recommend exactly the right engagement β not guess."
The Revenue Math
What This Looks Like in Practice
Four paid discoveries a month at $1,500. 30% convert to engagements averaging $8,000. That's $6,000 in diagnostic fees plus $9,600 in converted work β $15,600/month replacing your free discovery call.
The Fractional Onboarding
The problem: You just started a fractional role and you're spending your first month in 1-on-1 coffee chats trying to figure out what's actually going on β while the CEO wonders why they're not seeing results yet.
Your Situation
You've just been hired as a fractional COO, CMO, CRO, or CHRO. You need to understand the current state fast β where the gaps are, what's been tried, what the team thinks is broken β without spending your first month in 1-on-1 meetings gathering opinions.
With RapidClarity
Run a structured diagnostic across the leadership team in your first week. Surface priorities, blockers, and alignment gaps before your first board meeting. You show up with a visual map of the organization's current state β not a "still getting up to speed" excuse.
Assessment Stack
How to Facilitate
Send assessments async in your first 48 hours. "Before our first strategy conversation, I'd like everyone to complete a short diagnostic. Takes 15 minutes. It'll save us weeks of alignment meetings."
Aggregate and analyze before your first meeting. Look for divergence β where do leaders disagree on priorities? Where are blind spots?
Present findings in your first team session. "Before I share my recommendations, I want to show you what your team actually said. Look at where you're aligned β and where you're not."
Use it to set your 90-day agenda. The diagnostic data becomes your roadmap justification. No one questions why you're focused on X when the team's own data says X is the top priority.
How to Position It (to the CEO or board)
"In my first week, I run a structured diagnostic across the leadership team. By day 7, I'll have a data-driven map of where the organization is strong, where the gaps are, and where we should focus first. No guessing. No 60-day ramp."
The Revenue Math
What This Looks Like in Practice
You're already getting paid the retainer. This play justifies and protects that rate β the diagnostic in week one proves your value before anyone questions it, and creates the data foundation for every recommendation you'll make.
The Structured Intake
The problem: Your first meeting with every new client is spent asking basic questions you could've captured beforehand. By the time you get to anything useful, you're 45 minutes in and the meeting's almost over.
Your Situation
You've got a new client or prospect coming in. Normally your first meeting is spent asking basic questions β what are your goals, what have you tried, what's not working. By the time you get to anything useful, you're 45 minutes in and both of you feel like you're just warming up.
With RapidClarity
Send the assessment link before the meeting. The client completes it on their own time β 10-15 minutes. When you sit down together, you already know their goals, blockers, priorities, and transformation story. The meeting starts at the real conversation, not the warm-up.
Assessment Stack
How to Facilitate
Send the link 24β48 hours before the meeting. "Before we meet, I'd love to get your thinking on a few key questions. Takes about 10 minutes. It'll make our time together dramatically more productive."
Review the report before the meeting. Flag the patterns: what surprised you, where the tension is, what needs more exploration.
Open the meeting with their words. "You said your biggest blocker is X and your desired transformation is Y. Let's start there." Client immediately feels heard and trusts the process.
How to Position It
"I want to make sure our first conversation is the right conversation. I'm going to send you a short diagnostic beforehand β it captures what matters to you in a structured way so we can skip the warm-up and go straight to what's useful."
The Revenue Math
What This Looks Like in Practice
If structured intake improves your close rate by even 10% across 8 prospect meetings a month, that's roughly one additional client per month you weren't landing before. At your average engagement size, the math speaks for itself.
Stage 3: Deepen
Go from one person to the whole team. Surface what leadership actually thinks.
The Team Diagnostic
The problem: You've been working with the founder or CEO, but you have no idea what the rest of the leadership team actually thinks. In meetings, the loudest voice wins and real priorities stay hidden.
Your Situation
You've been working with a founder or exec. Now you need to understand the full leadership team β where they're aligned, where they diverge, and where the real priorities live. You can't get this in a meeting because the loudest voice wins and people perform for each other.
With RapidClarity
Same 4 assessments, but the entire leadership team (4β10 people) works silently on their own devices. Nobody talks out loud. You pace the room and coach through the prompts. Individual reports PLUS aggregated data that reveals priority mismatches, vision divergence, and the gaps leadership won't say in meetings.
Assessment Stack
How to Facilitate
Set the expectation: "This is not a discussion. You're going to answer these questions independently and silently. There are no right or wrong answers. What matters is what YOU think β not what you think the group wants to hear."
Pace each assessment. "We're starting with Baseline. Take your time. If something is hard to answer, that's the insight." Move to the next when most are finished.
Generate and present the aggregate report. Show where alignment is strong. Then show where it breaks: "3 of you ranked growth as the top priority. 2 ranked retention. And 2 ranked internal operations. That's not alignment β that's three different companies."
Let the CEO see it. The heatmap and divergence data is undeniable. This is the artifact that launches the next engagement.
How to Position It
"Before we do any strategy work, I need to know what your leadership team actually thinks β not what they say when you're in the room. I'll run a 90-minute diagnostic. Silent. Structured. Anonymous where it needs to be. You'll see alignment and divergence in a way you've never seen before."
The Revenue Math
What This Looks Like in Practice
Two team diagnostics a month at $3,000 each. Half convert to workshops averaging $12,000. That's $6,000 in diagnostic revenue plus $12,000 in converted work β $18,000/month from expanding to whole teams.
The Culture & Alignment Scan
The problem: Leadership says "we're aligned" β but the rest of the organization experiences something different. Culture issues, trust gaps, and execution breakdowns are happening below the surface and nobody's measuring them.
Your Situation
The leadership team diagnostic surfaced real issues. Now the question is: is this a leadership problem or an organizational one? The CEO wants to understand how the broader team experiences the culture, trust, and alignment. You need to run a wider scan without it feeling like an HR survey.
With RapidClarity
Deploy behavioral and culture assessments across departments. SCARF reveals psychological safety gaps. Five Dysfunctions surfaces trust and accountability breakdowns. Ideal Team Player identifies behavioral patterns. The aggregated data shows cultural fault lines the leadership team can't see from the top.
Assessment Stack
How to Facilitate
Deploy async across the org. "We're running a confidential organizational health assessment. Takes 15 minutes. Results are aggregated β your individual responses are not shared with leadership."
Segment the data. Look at results by department, tenure, or role level. Where does trust break down? Where does safety differ between leadership and front line?
Present to leadership as a diagnostic report β not an HR score. "Here's where your organization feels safe. Here's where it doesn't. Here's what that's costing you in execution speed and retention."
Translate into an action plan. The data drives a culture intervention, reorg, leadership development program, or all three.
How to Position It
"We know what leadership thinks. Now let's find out what the organization experiences. I'll run a confidential culture scan β no names attached to responses β and show you where trust, safety, and alignment are strong and where they're quietly breaking down."
The Revenue Math
What This Looks Like in Practice
One culture scan per quarter at $7,500. Two-thirds convert to ongoing OD engagements averaging $30,000. That's $30,000/year in scans plus $60,000+ in converted work β from a play that sees what leadership can't.
Stage 4: Deliver
Use diagnostic data to drive strategy sprints, offsites, and accountability.
The Workshop Intensive
The problem: You're facilitating offsites and strategy days with a whiteboard and sticky notes β hoping the right conversations emerge. The team leaves feeling "aligned" but nothing actually changes by the following Monday.
Your Situation
A client needs a strategic offsite or intensive workshop. Maybe it's annual planning, a post-reorg reset, or a major decision point. The typical approach: a facilitator with a whiteboard and sticky notes hoping the right conversations happen. You want something more rigorous.
With RapidClarity
The assessments serve as the structured intake BEFORE the workshop. By the time you walk in the room, you already have everyone's priorities, blockers, vision, and transformation stories. The workshop becomes a working session on real data β not a discovery meeting disguised as strategy.
Assessment Stack (pre-workshop intake)
Assessment Stack (during workshop)
How to Facilitate
Run intake assessments 5β7 days before the workshop. Aggregate results. Export to spreadsheet. Import key data into Miro for visual clustering and analysis. Build your workshop agenda around what the data tells you β not a generic template.
Open the workshop with findings. "Before we start planning, let me show you what your team told me. Here's where you agree. Here's where you don't. And here are the 3 themes that need resolution before anything else moves."
Work the issues in Miro. Impact/effort analysis on the clustered problems. Priority stacking. From-to stories as conversation starters. Use the RapidRank Dynamic Questions live to rank emerging decisions.
Close with a ClaritySprint. Run the sprint assessment to create owned, time-bound commitments. Every person leaves with a 1-week action plan, assigned ownership, and clear definition of done.
How to Position It
"This isn't a whiteboard session where we hope the right topics come up. I run a diagnostic with your team before we walk in the room. By the time we sit down, I already know what the real issues are. We spend the full day solving them β not discovering them."
The Revenue Math
What This Looks Like in Practice
One workshop per month at $12,000. 60% convert to execution sprints averaging $40,000. That's $144,000/year in workshops plus $288,000 in converted engagements. This is where diagnostics become serious money.
The Execution Sprint
The problem: You delivered a great strategy session. The client loved it. And then nothing happened. The deck sits in a shared drive. Priorities drift. Nobody owns anything. Three months later, they're back to square one.
Your Situation
The client has clarity on what needs to happen (from a previous diagnostic or workshop). Now they need someone to drive execution β set priorities, create accountability, run weekly cadences, and make sure things actually get done. This is the highest-value engagement you can run.
With RapidClarity
Assessments become your operating system for the sprint. Weekly ClaritySpint sessions create owned commitments. Accountability meetings track progress. RapidRank re-prioritizes as conditions change. The diagnostic data doesn't just inform the plan β it drives the cadence.
Assessment Stack
How to Facilitate
Kick off with a half-day session. Establish the sprint priorities (from prior diagnostic data). Run ClaritySprint to create Week 1 commitments. Assign ownership. Define "done."
Run weekly accountability cadences. Each week: review last week's commitments (Accountability Meeting assessment), re-prioritize if needed (RapidRank), create next week's sprint (ClaritySprint).
Run 1-on-1s with key leaders. CUSP meeting assessment structures the conversation. Personal Insights Action Plan keeps individual commitments tracked.
Close with a retrospective diagnostic. Re-run Baseline and Overall Priority. Compare to Day 1 data. Show the delta. That's your evidence of impact β and your justification for renewal.
How to Position It
"Strategy without execution is a wish list. I'll embed in your team for 90 days β running weekly sprints, tracking commitments, and re-prioritizing based on real data. At the end, we'll compare where you started to where you are. The results speak for themselves."
The Revenue Math
What This Looks Like in Practice
Two execution sprints per year at $50,000, both leading to quarterly cadence retainers. That's $100,000 in sprints plus $32,000+/year in recurring revenue β from two clients.
The Cohort Program
The problem: You want to run group programs for leverage and revenue β but every mastermind or cohort devolves into unstructured conversation where the loudest person dominates and nobody leaves with anything concrete.
Your Situation
You want to run a group program β a mastermind, a peer advisory cohort, or a multi-week accelerator. The challenge is keeping a group of different businesses, different stages, and different challenges on a productive track without it devolving into unfocused conversation.
With RapidClarity
Assessments serve as the intake for each cohort member AND the structured activity within each session. Every participant arrives with their data documented. Each session has a diagnostic component that creates real output β not just discussion. The cohort has built-in accountability through ClaritySprint commitments between sessions.
Assessment Stack
How to Facilitate
Intake: Run Baseline + RapidRank on every participant before Session 1. You enter the cohort knowing each person's goals, blockers, and priorities. They enter knowing their own starting point β documented, not assumed.
Bi-weekly sessions: Teach a framework, then apply it. Each session includes a diagnostic component β a relevant assessment that makes the lesson personal. "We talked about prioritization. Now let's rank YOUR actual priorities."
Between sessions: ClaritySprint Lite. Every participant commits to 1β3 actions. Next session opens with accountability: "What did you commit to? What happened?"
Final session: Re-run Baseline. Compare Day 1 to Day Last. Show the growth. Celebrate the wins. That comparison IS your testimonial content and your case for a next cohort.
How to Position It
"This isn't a mastermind where we sit around and talk. Every session has a structured diagnostic component. You'll leave each session with real data about your business, a clear action plan, and accountability to the group. By the end, you'll have a documented record of where you started and how far you've come."
The Revenue Math
What This Looks Like in Practice
12 participants at $5,000 each, three cohorts a year. That's $180,000/year in group revenue β with assessment data making each session personal and measurable, not generic and forgettable.
The Quarterly Cadence
The problem: You deliver a great engagement β and then the client goes quiet. There's no natural next step. No reason to re-engage. Every new quarter requires re-selling from scratch instead of renewing on momentum.
Your Situation
You delivered a great engagement β a diagnostic, a workshop, a sprint. Now the client asks "what's next?" or worse, goes quiet. You need a model for ongoing advisory that doesn't require reinventing the engagement every quarter and creates visible, measurable progress.
With RapidClarity
Re-run the same assessments quarterly. The power isn't in the first measurement β it's in the comparison. Year-over-year baselines show progress, reveal new gaps, and justify the retainer. "Last quarter you scored 4.2 on execution clarity. This quarter you're at 7.1. Here's what drove that β and here's what still needs work." That's a renewal conversation that writes itself.
Assessment Stack (quarterly rotation)
How to Facilitate
Run assessments 1 week before the quarterly session. "It's time for our quarterly check-in. Same assessments as last time β let's see where things have moved."
Compare data to prior quarters. This is where the magic lives. Side-by-side comparison shows what improved, what regressed, and what new issues have surfaced. Pull up the spreadsheet. Show the delta.
Facilitate a quarterly planning conversation grounded in the data. "Your team's #1 blocker shifted from hiring to execution. That tells us the hiring plan worked. Now let's focus here."
Set next-quarter priorities using RapidRank and ClaritySprint. The cadence repeats. Each cycle deepens the relationship and compounds the data. By year 2, you have a longitudinal dataset on the organization that nobody else has.
How to Position It
"The real value isn't one assessment β it's the trend line. I run the same diagnostic every quarter. You see what's improving, what's slipping, and what needs attention. It's the fastest way to hold your team accountable to progress β not just activity."
The Revenue Math
What This Looks Like in Practice
Five clients at $5,000/quarter. That's $100,000/year in predictable, recurring revenue β from clients who never leave because the data keeps showing them what to work on next.
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Play 12: The Strengths Unlock
Every play in this playbook gets more powerful when you and your clients know your strengths. Gallup CliftonStrengthsβ’ reveals individual talent patterns. Strengthologyβ’ β OnyxUnlocks' proprietary software β maps those strengths across teams, surfaces collaboration dynamics, and shows where talent is being wasted or misapplied.
When strengths data layers onto diagnostic intelligence, everything changes. Team diagnostics reveal not just what's misaligned but who is best positioned to fix it. Workshop intensives assign ownership based on natural talent, not just job title. Execution sprints move faster because people are working in their zone of genius instead of against it.
Ask us how to add this play to your practice βThe Diagnostic Intelligence Cycleβ’
11 Plays. 5 Stages. One Cycle.
Every play feeds the next. Attract leads to Diagnose. Diagnose leads to Deepen. Diagnostic intelligence compounds at every stage β and so does your revenue.
Attract
Diagnose
Deepen
Deliver
Attract
Draw people in with a real experience of your methodology β not a pitch.
Diagnose
Get paid to understand the problem β structured, visual, in the client's own words.
Deepen
Go from one person to the whole team. Surface what leadership actually thinks.
Deliver
Use diagnostic data to drive strategy sprints, offsites, and accountability.
One Platform. Every Format.
Every assessment works across formats β from async surveys to paced boardroom experiences. The play changes. The platform doesn't.
1-on-1 Sessions
Deep diagnostic work with individual clients.
Team Facilitation
Leadership teams, silently, on their own devices.
Large Groups
50 or 500 participants, personalized reports in real time.
Async & Remote
Send a link. Results ready when you are.
PDF Reports
Professional deliverables for boards and offsites.
Data Export
CSV, Excel β dashboards or AI workflows.
AI-Ready
Structured outputs for LLM analysis and patterns.
Miro Workflows
Export into visual collaborative planning sessions.
The Diagnostic Intelligence Cycle applies regardless of specialization. The people change. The process doesn't.