Partner kit
Bring Clearahead to your next client.
Everything you need to take a client from a planning session to a plan that keeps moving: who it suits, the note to send them, a 90-minute session agenda, and how to use AJ’s Monday brief before each session.
01
Pick the right client.
Clearahead works best when a leadership team shares a goal and different people own different parts of it.
- A founder-led team of 4 to 200 people.
- An AI-native startup, or a company moving to AI.
- A goal the leadership team shares, with a few people to own different parts of it.
- A regular leadership meeting, or one you’re helping them start.
Not a fit: one-to-one coaching on personal goals, or a client looking for a task tracker.
Not sure? Send them the fit check.
Five quick questions. AJ tells them whether Clearahead fits their team and how it would help.
02
Send them a note.
Swap in your link and code from your approval email, and make it your own. We suggest keeping the last line: clients trust a recommendation more when you’re open about it.
Subject: Keeping our plan moving between sessions
Hi {first name},
Before our next session, I'd like us to try Clearahead. It's where we'll keep the goal we agree, what's in the way of it and the moves your team commits to.
Your team updates it in a sentence when the work moves. AJ, the AI inside it, keeps the plan current and writes a short brief every Monday, so our sessions start on the real work, not a catch-up.
It's free for up to three people, and I join as a Viewer, so I don't take one of your places. If you upgrade later, my code {YOUR CODE} takes 30% off your first month.
Start here: {your referral link}
Full disclosure: I'm a Clearahead partner, so I earn a share if you subscribe.
{your name} 03
Run their planning session in it.
A 90-minute agenda for a goal-setting or annual planning session, with the client’s Clearahead on the screen. Most teams set the goal and their first constraint in one session. For a full planning day, read How to run an annual planning session for a client.
- Before
The client sets up.
They start the free plan at clearahead.ai, name their organisation and first workspace, and invite you as a Viewer or Contributor. No card needed.
- 0–20 min
Set the goal.
The founder tells AJ the goal in a sentence. AJ asks the questions that sharpen it: why it matters, why they believe it and how they’ll know it’s done. You steer the conversation. AJ writes it up.
- 20–50 min
Find what’s in the way.
Ask AJ what’s holding the goal back. Aim for three to five constraints, then agree as a team the order to tackle them.
- 50–75 min
Plan the first moves.
Open the top constraint and use Plan moves. AJ suggests the moves most likely to clear it. The team picks the ones they’ll do, each with an owner and a due date.
- 75–90 min
Bring the team in.
Invite the people who own constraints and moves as Contributors. Agree that they update in a sentence when the work moves, and when you’ll meet next.
04
Plan their rhythm.
The cadence planner.
Eight questions about how the client runs today. It suggests which workspaces to set up, who holds which role and a weekly rhythm, alongside EOS, OKRs or your own framework, or as a fresh start. Do it together at the end of the session, or send them the link.
05
Before every session.
- Open the client. Switch to their organisation from the header. One login covers every client, each kept entirely separate.
- Read This week from AJ. What moved, what the team learned and what needs the founder, written every Monday.
- Refresh it on the way in. Refresh the brief just before the session to pick up the latest.
Three questions to open with.
- “What’s happened that isn’t in here yet?”
- “Which of the calls under “Needs you” can we make today?”
- “Is the top constraint still the one most in the way?”
More in How to prepare for a business coaching session, and every guide for coaches.
06
Walk through it yourself.
A client’s organisation, the way you’ll see it. Pick a tab, then any green dot to see what that part does.
07
06
Your terms, in short.
-
25% for life
Of every payment each client you refer makes, excluding VAT, for as long as they stay on a paid plan.
-
30% off for them
Your code takes 30% off a client’s first month, so they have a reason to use it.
-
Paid monthly
Held 30 days in case of a refund, then paid by Wise or PayPal once you’re owed £50 or more.
-
Your seat is free
As a Viewer you never count towards a client’s three free places. Join as many clients as you work with, from one login.
The full terms are at clearahead.ai/affiliates/terms.
Questions about a client?
Book a partner call with one of our founders, or email hello@clearahead.ai.
Walk through the app, apply to be a partner and book a call at clearahead.ai/advisers.