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How it works

Every task, tied to what matters.

ClearAim connects each leader’s to-dos to their role and their numbers. One friendly email a week keeps it all current, and you get the picture on Monday.

Start free trialSee the weekly loop

The chain

From a role to a to-do, in six links.

Here’s Tom, Northfield’s VP Operations. Every task he works on traces back to why it matters, so nobody wonders what their job actually is.

  1. Position

    VP Operations

    Tom’s role, with a one-line purpose.

  2. Responsibilities

    Fulfillment speed

    4 to 8 things the position owns.

  3. KPIs

    Order-to-ship days · 5.2, target 4

    The numbers that show it’s going well.

  4. Outcomes

    Cut order-to-ship time from 6 days to 4

    This quarter’s goals.

  5. Projects

    New warehouse layout · 7 of 12 done

    Groups of tasks toward an outcome.

  6. Tasks

    Re-slot top 200 SKUs near packing

    The to-dos, with subtasks.

A task with no links is fine too. It shows as Unlinked so you can spot work that drifts, and link it later in a click.

The weekly loop

One email in. One brief out.

Every time and question below is a default. Change any of it, per company or per person.

  1. Step 01

    A friendly check-in lands.

    DefaultFriday 2:00pm, local time

    Each leader gets a short email listing their open tasks, outcomes and KPIs. They reply in plain words. Bullets are perfect.

    Prefer clicking? A link opens a 60-second form on their phone. No login needed.

    ClearAim for Northfield · Fri Feb 12, 2:00pmWhat got done this week? (8 open tasks, 3 outcomes)

    Hi Tom, happy Friday! Reply with a few lines and tell us what got done this week. Bullets are perfect.

    5-week streak Reply to make it 6.

    What did you get done this week?

    New warehouse layout

    • Re-slot top 200 SKUs near packing · Feb 19
    • Add second packing station · Feb 27

    Freight contracts

    • Call 3 freight vendors for quotes · Feb 12
    • Get LTL rate from Ridgeline · Feb 19

    + 4 more open tasks

    How did your outcomes move?

    Cut order-to-ship time from 6 days to 4Needs attention

    5.6 days last week · target 4

    Your KPIs (just drop in the numbers)

    Order-to-ship days: ____ · Order accuracy %: ____

    Anything stuck? Who could help?

    Top 1 to 3 commitments for next week?

    Prefer a form? Update in 60 seconds

    Weekly check-in · Fridays 2:00pm Central · Change your check-in time or pause for vacation.

  2. Step 02

    AI matches the reply to tasks.

    DefaultRight after each reply

    Tom wrote “vendor calls”. ClearAim knew that meant “Call 3 freight vendors for quotes” and checked it off. New work becomes a done task, KPI numbers get logged, and anything stuck goes to the right person.

    Not sure about a match? It asks Tom to confirm with one click, and every change can be undone. Your replies are never used to train AI.

    Reply from Tom Okafor · Fri Feb 12, 3:41pm
    Tom Okafor replied to “What got done this week?”

    “Done: pick report, bin map for zones A and B, vendor calls. Got Ridgeline down to $2.10/cwt on LTL, signing next week. Ship time 5.2 days. Accuracy 99.3. Still need the racking capex answer from Dana. Also fixed the front office Wi-Fi, again.”

    AI matched 6 tasks, created 1

    • Pull pick-frequency reportMatched
    • Call 3 freight vendors for quotesMatched
    • Negotiated new LTL rate with RidgelineCreated
    KPIOrder-to-ship days5.2KPIOrder accuracy %99.3
    NeedsDanaRacking capex decision, added to Monday’s brief
    ExtraFixed the front office Wi-Fi router · outside his responsibilities

  3. Step 03

    Your Monday brief.

    DefaultMonday 7:00am

    A two-minute read: decisions you owe first, then what got done, wins, and the numbers still closing the gap. Every number comes straight from your data.

    Each leader gets their own upbeat recap of their week at the same time.

    ClearAim for Northfield · Mon Feb 15, 7:00am31 tasks done, 9 of 14 on track, 2 need your call

    Strong week: 31 tasks done, 9 of 14 on track, 2 decisions need you.

    Needs your decision

    Need a yes on the $48K racking capex by Feb 20 or the weekend move slips to March.
    Hartwell wants 60-day payment terms and a price lock through 2028.

    What got done

    Tom · Called 3 freight vendors, negotiated Ridgeline LTL rate9 tasks done
    Priya · Signed Brookline Hardware, sent Hartwell redlines7 tasks done
    Elena · Closed January books, collected $310K from Delmar6 tasks done
    Marcus · Renewed Fairway Foods, signed Columbus hub lease5 tasks done
    Dana · VP Customer Success shortlist, capital plan draft 24 tasks done

    Wins

    Elena closed the January books on day 4, a day ahead of target.
    Priya signed Brookline Hardware, $142K over two years.

    Still closing the gap

    Order-to-ship5.2 days · target 4
    Quote turnaround31 hrs · target 24

    Check-ins

    5 of 6 replied. Ben hasn’t replied yet. Check-in still open

Start today

No waiting for next quarter.

Your company starts the day you sign up. The first stretch is an onboarding cycle that runs to the end of the current quarter, so your team can set up roles, add tasks and get used to the check-in.

Ready sooner? The CEO can close the onboarding cycle early. The next full quarter is the first one that counts for trends, reviews and celebrations.

Example · Northfield

  1. Signed up · Nov 16, 2026

    Started right away, mid-quarter.

  2. Onboarding cycle · Nov 16 to Dec 31 Closed

    Roles set, tasks added, first check-ins sent. Week numbers start at 1.

  3. Q1 2027 · First full quarter Week 6 of 13

    The quarter that counts, starting fresh at week 1.

Your rules

Every setting is yours to change.

We start you with sensible defaults. Adjust them for the whole company or for one leader.

  • Weekly

    Cadence

    Weekly, daily, or daily plus a weekly wrap-up. Weekly is the default.

  • Fri 2:00pm

    Any day, any time

    Check-ins default to Friday 2:00pm local time. Pick any day and time that suits your week.

  • Per leader

    Per person

    Each leader can have their own time and time zone, and can pause for vacation.

  • Editable

    Your questions

    Keep our default questions or write your own. Reminder timing is yours too.

  • Mon 7:00am

    The brief

    Monday 7:00am by default. Daily, weekly or both, at any time, with the sections in the order you like.

  • Quarterly

    Cycles

    A quarter by default. Switch to months, 6 weeks or your own dates.

In the app it reads like this: Weekly · Fri 2:00pm · Change

Celebrations

A little cheering goes a long way.

Turn on points, streaks and badges and every win gets a moment. Points are personal unless you also turn on the team leaderboard. Both are off until the CEO switches them on.

Points per action · adjustable defaults
Task done+10
Check-in sent+20
Commitment kept+15
KPI number logged+5
Outcome done+100
Tom Okafor6-week streak
1,240points this quarter+150 this week
Six-week streakChecked in 6 weeks running
Freight fighterFreight cost down 5 weeks running

CEO settings

Both start off for new companies. Turn them on when your team is ready.

Your leadership team, focused on what matters.

14 days free. No card needed. Your team will actually like it.

Start free trialSee pricing