How to get the most value from working together

I don't expect your team to be perfectly organized; that's what Clarus helps fix.

But there are a few things that make the engagement work better for everyone. Here's what actually matters:

You Need These (Non-Negotiable)

1. Someone Who Can Review Outputs

Clarus generates candidate ideas. Someone on your team (PM, architect, founder) needs to review them, accept/reject/edit, and provide feedback. If nobody has 4-6 hours for initial review, this won't work.

Why this matters: The system learns from your team's feedback. No feedback = no improvement.

2. Data We Can Work With

You need:

• Meeting transcripts (Otter, Fathom, Zoom, Teams) or notes
• CRM data or sales notes (HubSpot preferred, but we can work with exports)
• Some idea of what you're building (doesn't have to be formal)
• Jira/JPD access (or willingness to set it up)

Don't have transcripts?

No worries, just start recording your meetings now. We can work with 3 months of backlog to prove value.

3. A Real Compliance Need

Clarus is built for teams with HIPAA, SOC2, or similar regulatory requirements. If compliance isn't a concern for you, this is probably overkill.

Why this matters: The compliance database and audit trail features are core to the value prop. Without that need, you're paying for capabilities you don't use.

These Make It Easier (But Not Required)