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Quick, friendly guides to getting your leadership team set up and keeping the week easy.

Getting started

  • Positions and responsibilities

    Give each leader a position, a one-line purpose and the 4 to 8 things they own, with AI to draft a first pass.

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  • KPIs

    Add the numbers behind each responsibility, set a target and log them weekly, daily or monthly.

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  • Outcomes and cycles

    Set 3 to 5 outcomes per leader each cycle, post updates, and see how the onboarding cycle works.

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Tasks

  • Tasks and quick add

    Add a task the way you'd say it: @owner, #project, !high and due fri, plus the keyboard shortcuts.

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  • Add tasks by email

    Email your personal tasks address, one task per line, and they land on your list.

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Check-ins and briefs

  • Check-ins

    How the weekly check-in email works, how to reply, the mobile form, reminders and vacation pause.

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  • AI matching and Undo

    How ClearAim turns a reply into task and KPI updates, when it asks you to confirm, and how Undo works.

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  • The Monday brief

    What's in the CEO brief, what leaders get in their own recap, and where to find past briefs.

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Plans, coaches and privacy

  • Billing and plans

    Team, Company and Coach / Advisor plans, the 14-day free trial, and how to change your plan.

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  • The coach workspace

    For coaches and advisors: invite client companies, read their briefs, keep private notes and send branded emails.

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  • Privacy and your data

    How your company's data is kept separate, what the AI sees, how long email is kept and how to export or delete.

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