Getting started with ClearAim

Welcome aboard! ClearAim keeps your leadership team focused with three simple pieces: tasks tied to KPIs and outcomes, one short check-in email a week, and a Monday brief for the CEO. Here's how to get rolling.

1. Create your company

1. Start a free trial and sign in with a magic link or Google.
2. Add your name, your title, the company name and the company time zone.
3. That's it. Your company is ready, and your first cycle starts today (more on that in Outcomes and cycles).

The company time zone sets the default schedule. Everyone still gets their check-ins on their own local time.

2. Invite your leaders

Open Team and choose Invite a team member. For each one, add their name, work email, an optional title (it becomes their position, like "VP Operations") and a role:

• Owner: billing and everything else. The owner is the CEO in ClearAim.
• Admin: everything except billing.
• Leader: their own position, tasks, KPIs and check-ins, and the whole leadership picture.
• Member: their own tasks and position.
• Viewer: read only, for a board member or coach.

Invites last 7 days. If one runs out, choose Resend under Pending invites and a fresh link goes out (the old one stops working).

3. Set up positions, KPIs and outcomes

Each leader gets a position with 4 to 8 responsibilities, a few KPIs, and 3 to 5 outcomes for the cycle. "Draft with AI" gives you a first pass from a job title, so this goes quickly.

• Positions and responsibilities
• KPIs
• Outcomes and cycles

4. Add a few tasks

Press T anywhere in the app and type something like Book move crew @tom #warehouse due fri. See Tasks and quick add for every shortcut. Already living in ClickUp? Import or sync it.

5. Send yourself a test check-in

Open Check-ins and choose Send a test check-in to me. You'll get the real email for this week. Reply with a few lines and watch your tasks update. It counts as your real check-in, so nothing is wasted.

What happens next

• Friday at 2:00pm (each leader's local time), leaders get their check-in email. That's a default you can change in Settings → Check-ins.
• Monday at 7:00am, the CEO gets the brief, and each leader gets an upbeat recap of their own week.

Every day, time and question is a default. Make it fit how your team already works.

Handy shortcuts

• T adds a task from any page.
• G then a letter jumps around: G O Overview, G T Tasks, G C Check-ins, G B Briefs.