Clara AI — Weekly Brief

01

50 / 40 / 30 / 10 Goal Scorecard

Total Commercial

14

/

50

28% · 36 to go

Active paying accounts across all products

Answering Live

13

/

40

32.5% · 27 to go

+3 in active onboarding this week

Collections Live

1

/

30

3% · Critical gap

Alignment meeting done Mar 24. Sprint begins now.

Copilot Live

0

/

10

0% · First discussion held

John Owens Copilot discussion — Karan + Shivam, Mar 17

Est. Live MRR

$4,670

Answering accounts only

Est. Live ARR

$56,040

Run-rate, current base

Renewals Due Mar–Apr

7

Classic Electric (OD), Columbia, Hillside, Ener Comfort, Jim's, Rapid Fire, Cool Change

Churn / At-Risk

5

Pacific Air (churned), Priority, Delta HVAC, P3 Solutions, All Purpose Gas

02

Collections Pipeline — 1 / 30 Live · $66K ARR in Pipeline

✅

Collections alignment meeting completed Mar 24. Shubham + Pavan aligned. Naveen activated as client-facing lead. Feature timelines to be locked this week. Sprint to activate 4 "Ready to Go Live" accounts begins immediately.

Live

1

Next Level Fire QBO · $10K ARR · Unpaid
Case study candidate

Ready to Launch

4

Effective Alarm Sys. QBD · $9,311 ARR · Paid
Pilot 20-customer batch

Summit Heating ZT · $5,388 · Paid
QBD sync + email blocker

Valley Fire Safety ZT · $2,988 · Paid
⚠ Emails going to spam

Brave Fire Protection QBO · $4,788 · Paid
Owner unreachable

Stalled

4

Total Fire & Security QBD · $28,176 · Paid · Largest ARR
QBD sync + 65-call incident

Kord Fire QBD · $8,988 · Paid
Awaiting Answering stability

Rapid Fire Protection ZT · $10K · Change resistance

Toussaint Electric $10K · Wants Answering first

Testing

2

RapidFire Safety Awaiting client approval

Cintas Corporation $10K · Phone confirmation pending

Not a Fit

1

ALERT Fire Protection $10,800 · Paid. Email-only requirement — product decision needed from Pavan

03

Answering Pipeline — 13 Live + Active Onboarding

⚠️

7 renewals due Mar–Apr. Classic Electric, AGF, RGV overdue. Combined renewal value ~$6,300. Karan + Shashwat to close all invoices by Mar 29.

🟢 Live — Green

8

Kord Fire Protection$399/mo · Apr renewal

CLASSIC Electric$600/mo · Mar OD ⚠

Rocky Mtn. Fire Co.$449/mo · Apr renewal

Next Level Fire$149/mo · May renewal

Canadian Monitoring$362/mo · Apr renewal

Pro-Tech Fire$239/mo · Apr renewal

Controlled Fire Svcs$149/mo · Jan-27

Columbia Fire$177/mo · Mar ⚠

🟡 Live — Watch

5

Valley Fire Safety$249/mo · Dec-26

Rapid Fire$149/mo · Mar OD · High risk

AGF Manufacturing$249/mo · Jan OD ⚠

RGV Fire Extinguisher$125/mo · Feb OD ⚠

Gene's Electric$249/mo · Dashboard issues

⚙ Active Onboarding

6

S&S ElectricHCP API pending · Near live

Effective Alarm Sys.43 days · After-hours not live yet

Total Fire & SecurityServiceTrade · Trial run Mar 24

Winninger FireServiceTrade · Live testing done

Ottawa ElectricHCP · Follow-up demo done

Electrical Experts FLServiceTitan · Feedback call done

🔴 Churn Risk

4

Pacific Air HVAC$249/mo · Confirmed churned

Priority Systems$454/mo · 1 day live then off

Delta HVAC$128/mo · Not reachable

P3 Solutions$249/mo · Considering cancel

04

Last Week — Key Activities (Mar 17–24)

S&S Electric — Kick-Off

Mar 18 + 23

Naveen → Aayush · Answering · HCP

Dan ran weekend test calls and confirmed positive outcomes. Naveen held review call Mar 23. Aayush deployed 5 UX fixes: removed digit prompting, improved confirmation flow, fixed call closing. HCP API access email sent to Dan.

→ Near live. Awaiting HCP API token from client.

Total Fire & Security

Mar 20 + 24

Naveen + Shubham + Aayush

Touchbase call held Mar 20. Answering Trial Run scheduled Mar 24 (client accepted). In Asana, Shubham downgraded Total Fire from "Ready to Go Live" → "Stalled" on Collections. Blockers: ST sync, QBD connector, on-call schedule.

→ $28,176 paid ARR. Largest account. Must not lose.

Effective Alarm Systems

Mar 13 · 17 · 24

Naveen · Answering + Collections

3 follow-up emails this week. Agent configured since Feb 14 — 43 days post-kickoff, not live. Transfer verbiage fixed Mar 24 post-call. Robert (VP) has not confirmed after-hours go-live. Office-hours config not started.

→ $9,311 paid, idle. Needs escalation this week.

Winninger Fire Protection

Mar 17

Naveen · ServiceTrade

First active testing session held. Client (abrown@wfpfire.com) attended. ServiceTrade CRM. Account was delayed — this was the first meaningful touchpoint after chasing.

→ Testing in progress. Confirm go-live date this week.

John Owens — Copilot Discussion

Mar 17

Karan + Shivam · Tech Co-Pilot track

First Copilot-track discussion opened. Jarrod from John Owens attended. Existing live Answering customer being explored for Copilot expansion. Karan organized; Shivam (tech) attended.

→ First Copilot pipeline entry. Follow-up required.

Collections Alignment Meeting

Mar 24

Shubham + Pavan + Naveen

Alignment meeting completed. Shubham shared consolidated client-wise Collections requirements list (rebuilt after Moksh was unresponsive 10+ days). Naveen activated as client-facing Collections lead. Feature timelines to be finalized.

→ Sprint starts now. 4 accounts ready to activate.

Zena Electric — AM Call

Mar 17

Karan

Account management call with Karl. Issue: Clara not transferring calls properly, capturing excess information before transfer, causing lead loss. Discussed and handled. Email sent. Root cause: Google Voice compatibility — upgrade recommended.

→ Ongoing call quality issue. Google Voice upgrade needed.

SOC2 — Stark Tech

Mar 24

Kurt → Pavan + Shubham

Dominic Colangelo (Stark Tech) requested SOC2 compliance report. Kurt forwarded to Pavan + Shubham. Commercial close likely blocked pending this response.

→ Pavan to respond immediately. Blocking a close.

05

This Week's Priorities — Mar 25–31, Impact-Ranked

#	Action Required	ARR / Impact	Owner	Due	Status
1	Activate 4 Collections "Ready to Launch" accounts Effective Alarm, Summit Heating, Valley Fire Safety, Brave Fire. Collections meeting done — no more waiting. Each account has blocker identified; work the blockers.	$22,487 ARR All paid	Shubham + Naveen	Mar 28	Critical
2	Total Fire — Answering Live Trial Run call Mar 24 complete. Resolve ServiceTrade sync + QBD connector (Right Networks). Largest ARR account in pipeline — Asana due date Mar 27.	$28,176 ARR Paid, highest priority	Naveen + Pavan	Mar 27	Critical
3	Effective Alarm — Confirm After-Hours Go-Live Agent ready since Feb 14 (43 days idle). Verbiage fixed Mar 24. Naveen to get Robert's confirmation this week — no more follow-ups without a deadline.	$9,311 ARR Paid	Naveen	Mar 27	Urgent
4	S&S Electric — HCP Integration & Go Live Dan submitted HCP API request. Once token received, integration complete. All UX improvements deployed. Aayush to monitor and push to live.	New live account	Aayush	Mar 28	On Track
5	SOC2 Response — Stark Tech Dominic Colangelo awaiting report. Blocking a commercial close. Pavan to respond with available compliance documentation.	Commercial close	Pavan + Shubham	Mar 25	ASAP
6	7 Renewal Invoices Classic Electric (OD), AGF (OD), RGV (OD), Columbia, Rapid Fire, Hillside, Ener Comfort. Renewals are revenue already earned — just needs collection.	~$6,300	Karan + Shashwat	Mar 29	Urgent
7	ALERT Fire — Product Decision $10,800 paid ARR. Requires email-only collections agent (not currently built). Decision: build it (new product tier potential) or decline + refund.	$10,800 ARR Paid	Pavan	Mar 26	Decision
8	Winninger Fire — Confirm Go-Live Date Testing session completed Mar 17. Delayed account — now active. Naveen to get a committed date this week.	New live account	Naveen	Mar 28	Track

06

Issues & Risks — Churn, At-Risk, Blockers

Churn & At-Risk Accounts

Account	MRR	Status	Issue	Last Contact	Owner
Pacific Air HVAC	$249	Churned	No contact since Dec. Retention email sent. Confirmed lost.	Dec-25 (81d)	Shashwat
Priority Systems	$454	Near Churn	Client no bandwidth. Went live 1 day only then removed Clara.	Feb-26	Karan
Delta HVAC	$128	Red Flag	Not reachable. Call today required.	28 Feb-26	Karan
P3 Solutions	$249	Red Flag	Not cost-effective for small team. Considering cancellation. Voicemail sent.	23 Feb-26	Karan
All Purpose Gas	$249	Watch	Not using Clara. Lynette unresponsive. Not yet churned but at risk.	Mar 11	Karan

Key Blockers & Escalations

Blocker	Impact	Owner	Action
Collections: only 1/30 live	$22K+ paid ARR idle. QBD sync, invoice email deliverability, email blocker — product gaps preventing activation.	Pavan + Shubham	Sprint now
Moksh — 10+ days unresponsive	Collections client list was incomplete. Shubham rebuilt it. Continuity risk on accounts Moksh owns. No visibility into his pipeline.	Manager	Escalate
Total Fire — 65-call complaint	Reputation risk if call incidents recur. QBD sync + ServiceTrade integration required before full go-live.	Pavan + Naveen	Resolve this week
Effective Alarm — 43 days idle	Paid, configured, but not live. Each day is lost ARR and reduces trust.	Naveen	Go-live by Mar 27
ALERT Fire — email-only gap	$10,800 paid. Product can't fulfil. Decision needed: build it or refund. No decision = churn.	Pavan	Decide by Mar 26
SOC2 — Stark Tech	Commercial close blocked on compliance documentation. Quick response can unlock the deal.	Pavan + Shubham	Respond Mar 25

07

Owner Update — Shubham

Last Week — Delivered

Consolidated full Answering requirements list covering onboarding, AM, and CX impact — ready for Pavan working session.

Rebuilt Collections client-wise requirements list from scratch after Moksh was unresponsive for 10+ days. Bypassed completely.

Collections alignment meeting completed Mar 24 with Pavan + Naveen. Sprint begins immediately.

Downgraded Total Fire from "Ready to Go Live" → "Stalled" on Collections in Asana. Assigned Naveen as lead with Pavan as collaborator.

Aligned with Pavan on Total Fire technical blockers — ServiceTrade sync, QBD connector, on-call credentials needed from client.

Flagged SOC2 request from Stark Tech to Pavan. Escalated as potential close-blocker.

Daily Ankur (investor/advisor) sessions, Sprint Planning (Mar 17 + 20), Leadership meetings, and weekly Clara internal connect.

This Week — Plan & Focus

All-in on Collections. Goal: 30 commercial customers live. Everything else is secondary.

Activate 4 "Ready to Launch" Collections accounts with Naveen leading client-facing. Target: at least 2 live by Mar 28.

Lock feature timelines for Collections roadmap items from Pavan post alignment meeting.

Push Total Fire Answering to live — Trial Run done. Close all technical blockers by Mar 27 (Asana due date).

5 churn-risk calls to own or co-own: Delta HVAC, P3 Solutions, McDonald, Western Fire, Calidad Electric.

SOC2 response to Stark Tech with Pavan — by Mar 25.

ALERT Fire product decision with Pavan — email-only collections capability. By Mar 26.