How to onboard a new client company in Clarion
Onboard a client company in Clarion as a consultant: create it under your account, give your team access, invite the client and set up the basics.
Read guide →How to monitor every client's health from one screen
Use Clarion's All Companies view to see each client's health score, milestones, challenges and last sync, and decide where to spend your week.
Read guide →How to run a quarterly planning session with a client
Prepare and facilitate a client's quarterly planning session in Clarion, from reviewing last quarter to leaving with milestones the client owns.
Read guide →Guides for other readers
Operators
You run the operating rhythm — the weekly sync, the scorecard, the quarterly plan.
Founders
You set the direction and need to see whether the business is on course.
Team members
You own milestones, metrics and action items, and show up to the sync ready.
Developers & admins
You connect Clarion to the rest of the company's systems.
Operations
Delivery, fulfilment and process — measured weekly and documented once.
Marketing
Pipeline numbers on the scorecard and campaigns tracked as milestones.
Sales
Activity and revenue metrics your team reviews every week.
Finance
Cash, margin and targets in front of the leadership team every week.
People & HR
Clear seats, clear owners, and onboarding your team can follow.