Setting Up ClearSteps

Ready to run a world class team with ClearSteps?

Here are three ways to get started:

Get ClearSteps now for 15 users for free.Do it yourself set up

To start assigning “closed loop” tasks right now? Follow these DIY steps.

  1. Download the ClearSteps App from the Apple App Store or the Google Play Store.
  2. Follow the instructions for Creating an Organization to start your free trial.
  3. Starting assigning tasks!


Want to see how it works but have limited time? This is the option for you.

  1. Work with a ClearSteps Specialist to set up your organization at no charge, including account setup with all employees.
  2. Your company staff will receive 3 customized training sessions.
  3. Full access to general training sessions.


Need ClearSteps right away? We’re here to help!

  1. Sign up for ClearSteps.
  2. A ClearSteps Specialist will schedule a 15 minute call to customize your implementation plan.
  3. Your ClearSteps Specialist will do all the work included in the Guided Trial.
  4. Your ClearSteps Specialist will set up 25 business processes for your organization. (Be sure to ask about special pricing to add all of your processes for you.)

If you want to speak to us directly, call 888-706-0645 for a ClearSteps Specialists.

The Simple Idea Behind ClearSteps

high achieversHigh achievers dedicate significant time and energy optimizing their daily activities. They use time management strategies, create daily routines, keep personal checklists and more. Top achievers are constantly on the look out for ways to improve their lives. In the US, over $549 million worth of self help books are sold each year. However, these performance hacks have historically been reserved only for those that seek them out.

“Wouldn’t it be great if your entire team developed the habits of high achievers?”

This is the idea behind ClearSteps.

The ClearSteps app offers an exciting new way for each employee to maximize their effectiveness at work.

You may wonder – will focusing on my employee’s habits make a difference to my bottom line? The research says yes, but for a more personal insight, answer this question: If every employee executed their role perfectly every day, how much would your business improve? 10%, 20%, 50%, 100%? At every one of these levels your business grows substantially.

ClearSteps ensures your employees are always focused and prepared to get the job done right. The end result is perfect execution across your team.

“The ‘time tested’ checklist is, quite simply, best way to get things done.”

The Simple IdeaChecklists

The ClearSteps system is centered around the checklist. The ‘time tested’ checklist is, quite simply, the best way to get things done.

With ClearSteps, each employee is presented with personalized to do lists customized to their role.   These checklists become the foundation upon which success habits are defined, executed and improved.

Most businesses already use checklists in a variety of forms – some are on paper, some on computers, some only in people’s heads. However, there is very little structure to these lists across a company and rarely a documented performance history.

The aim of ClearSteps is to revolutionize the way teams interact with these lists. The ClearSteps platform provides a central location for all of your company’s checklists to be managed and their results reviewed.

[If you want an excellent, in depth review of the value of the checklist, check out The Checklist Manifesto by Atul Gawande.]

“The sky’s the limit for innovation and growth once the foundation of perfect execution is set.”

Slow DownSlow Down

No too long ago “multi-tasking”, “collaboration” and “all nighters” were badges of honor for high performing companies. However, this no longer the case.

When the accelerator was pushed to the floor, teams often become stretched beyond capacity. Then, as  ‘Collaboration overload’ takes hold, thoughtful leaders begin to see how little productivity actually increased. It is now clearly understood that the concept of “multi-tasking” is a myth. “Excessive collaboration” with increased meetings and communications has proved inefficient at best. And lastly, the adverse physical and mental impact of sleep deprivation is now painfully understood.

Businesses, much like individual high achievers, are searching for better ways to perform.  One way to increase productivity is to actually slow down. Slowing down is truly the best way to speed up. Businesses that “slowed down to speed up” improve their top and bottom line, averaging 40% higher sales and 52% higher operating profits over a three-year period.

ClearSteps enables teams slow down to “absolutely, positively” get things right.  Furthermore,  ClearSteps helps teams slow down without sacrificing productivity. The sky’s the limit for innovation and growth once the foundation of perfect execution is set.

“Being present calls on everyone to get a little better every day.”

Be PresentBe present

Distractions have never been a greater problem in the work place. As a result, the internal and external demands on people’s attention increases the probability of sloppy work.

The flow of information never stops. There is a never ending stream of emails, instant messages, social media alerts all competing for your employee’s attention.

From this chaotic environment a new movement has sprung to life in the personal growth industry. The call has gone out to ‘be present’.  ClearSteps helps leaders incorporate this personal growth strategy across their organization.

In the business world, being present means executing individual roles in a thoughtful way. Employees should never do things “because that’s the way we always did it”.  Instead, everyone should think about innovation. In top performing businesses, leaders encourage everyone on their team to ask “how can this job or task be done better?”  Consequently, innovation is no longer management’s sole responsibility. Being present calls on everyone to get a little better every day.

ClearSteps appThe ClearSteps Solution

ClearSteps is a robust system to drive employee engagement. Furthermore, ClearSteps allows your organization to slow down, be present and get the job done right by combining proven strategies and social media skills.

In addition, ClearSteps grows the success habits of every team member. As a result, organizations save money by reducing mistakes & double work, grow their business through increased quality of work, and most importantly bring enjoyment to the workplace.

We invite you to find out how far perfect execution will take you.

Click here to start your free, no risk trial of ClearSteps.