Clara AI — Weekly Brief · Mar 24

Collections Pipeline — 3 / 30 Live · Sprint Week 1 Results

🚀

Collections sprint is working. 3 accounts live vs 1 last week. Effective Alarm Systems and RGV Fire Extinguisher both moved to Go Live. Dynasty Fire added as new Ready to Launch (pilot batch received). Shubham added to Retell AI Collections account by Pavan — tooling being set up.

Live

3 ▲2

Next Level FireQBO · $10K ARR · Case study ready. Usage data pulled from Supabase this week.

Effective Alarm Systems newQBD · $9,311 · Paid · Pilot batch configured. Naveen managing.

RGV Fire Extinguisher newQBO/ZT · Paid · Pilot run done. Report to Fabrizio pending.

Ready to Launch

Dynasty Fire newZoho/CSV · Paid · Positive · Pilot batch received. Next: configure agent.

Summit HeatingZT · $5,388 · Paid · Blockers: QBD sync + invoice email (product dep.)

Valley Fire SafetyZT · $2,988 · Paid · ⚠ HIGH CHURN RISK — emails to spam, invoices showing overdue

Stalled

Total Fire & SecurityQBD · $28,176 · Paid · Largest ARR. QBD sync + 65-call complaint still open.

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

Toussaint Electric$10K · Likely lost. Overdue Asana task. Low internal priority at client.

Testing

RapidFire SafetyZT · Awaiting client approval · Due Apr 8

Cintas Corporation$10K · Phone confirmation pending

Not a Fit

ALERT Fire Protection$10,800 paid. Email-only collections — product decision still pending from Pavan.

Answering Pipeline — 14 Live (+1) · 2 New Accounts Added This Week

🟢 Live — Green

Elite Fire Protection newWent live Wed Mar 26. Positive feedback from Kurtis. Transcript bug — fix pending.

Kord Fire Protection$399/mo · Apr renewal

CLASSIC Electric$600/mo · Mar OD · Promise to Pay received

Rocky Mtn. Fire Co.$449/mo · Apr 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 OD

Next Level Fire$149/mo · May renewal

🟡 Live — Watch

Valley Fire Safety$249/mo · High churn risk

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

Winninger Fire2-tree config sent by Andrew Mar 27. Changes in progress. Simultaneous calling gap flagged.

Effective Alarm Sys.Business-hours bug fixed Mar 27. Call forwarding may be off — zero calls logged.

Electrical Experts FLServiceTitan credentials received Mar 26 ✓. Integration test calls next.

Total Fire & SecurityTrial Run held Mon Mar 24. Blockers: ST sync + QBD.

S&S ElectricHCP API request sent by Dan. Awaiting API token.

First ChoiceRescheduled. Naveen offered Wed Mar 25 9AM AST.

Okanagan Test Rite newAccount Setup. Naveen OB / Karan AM.

Perrotta's Plumbing newImplementation. Shashwat OB / Karan AM.

🔴 Churn Risk

Pacific Air HVAC$249/mo · Confirmed churned

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

Delta HVAC$128/mo · Not reachable since Feb 28

P3 Solutions$249/mo · Considering cancellation

Week Activities — Mon 24 to Fri 28 Mar 2026

Mon · Mar 24

Total Fire Trial Run call

SOC2 request received (Stark Tech)

Pavan invited Shubham to Retell AI Collections

Collections Onboarding 2.0 tasks assigned to Shubham

Effective Alarm — transfer verbiage fix by Naveen

Tue · Mar 25

Elite Fire feedback call — Kurtis + Andy confirmed go-live tonight

First Choice — Naveen rescheduled for Wed 9AM AST

Shubham raised SOC2 strategy to Pavan + Arnav

Naveen monitors Winninger (zero calls noticed)

3 new sales demos booked (Allies, Mountain Town, Joel's)

Wed · Mar 26

Elite Fire LIVE — Mike confirmed "All set up"

Electrical Experts FL — ServiceTitan credentials received

Andrew (Winninger) asked to connect next day

Kord Fire Collections updated in Asana

Pavan SOC2 response drafted for Stark Tech

Thu · Mar 27

Elite Fire feedback — Kurtis: "Clara handled customer well"

Winninger next steps call — 2-tree config requirements sent

Effective Alarm — biz-hours bug found + fixed

2 Product Lead interviews (Siddharth, Mohit)

New recurring: Clara Answering Weekly Reconciliation

3 new demos booked (BTV Systems, Harco, Dr. Plumbing)

Fri · Mar 28

Clara Account Management call (Aayush + Karan + Shubham)

Clara Sprint Planning (Pavan + Shubham + Naveen)

Product & End of Week Introspection call

Weekly ToFu/MoFu/BoFu Wrap-up

Elite Fire Protection — Went Live ✓

Mar 25–26

Naveen · Andy Rempel + Kurtis Kostuk

Mar 25: Naveen held feedback call. Andy confirmed "Mike will get Clara turned on tonight." Mar 26: First after-hours call handled. Naveen checked in. Kurtis replied Mar 27: "Clara handled the customer well." One open item: transcript email is missing customer name, phone, and address in the Client section — Naveen to fix immediately.

→ LIVE. Fix transcript format today. Monitor for first 7 days.

Total Fire — Answering Trial Run

Mon Mar 24

Naveen + Shubham + Aayush · adahlhauser@totalfire-security.com

Trial Run call held Mar 24 (client accepted and attended). Blockers remain open: ServiceTrade sync not reliable, QBD Desktop connector approval pending via Right Networks, on-call schedule access needed from client (Ashley/Nick). Total Fire still "Stalled" on Collections — $28,176 ARR at stake.

→ Largest ARR account. Resolve ST sync + QBD blocker this week. Asana task: "Go live by end of next week."

Winninger Fire — Config Requirements Received

Mar 26–27

Naveen · Andrew Brown (VP Life Safety)

Andrew and Naveen connected Mar 27 after Naveen noticed zero calls being routed. Andrew sent detailed 2-tree configuration: Sprinkler Emergency (direct connect to Jim + Jon, no info collection) vs All Other Emergencies (collect details, use separate phone tree). Added 2 new notification emails. Key limitation: Clara cannot call multiple people simultaneously — Naveen confirmed to Andrew, implementing changes.

→ Changes in progress. Simultaneous calling is a product gap — flagged. Go-live once verified.

Effective Alarm — Business Hours Bug

Mar 27

Naveen · Robert Sansone (VP)

Robert found that the central station transfer changes were only applied to after-hours agent, not business-hours. Tested and confirmed bug. Naveen fixed both agents and apologised. Separately, zero after-hours calls received yesterday — call forwarding may not be active. 50+ days post-kickoff with recurring issues eroding trust.

→ Config fixed. Verify call forwarding is enabled today. Trust is fragile — Shubham to review.

Electrical Experts FL — ST Integration Unblocked

Mar 26

Yochana + Naveen · Eddie (Erasmo Torrez)

Eddie provided ServiceTitan integration environment credentials: "Your integration environment has been created. Log in at integration.servicetitan.com using production credentials." Yochana confirmed receipt and will proceed with test calls. ServiceTitan integration was the primary blocker for this account. Moved to Implementation in Asana.

→ Blocker cleared. Integration + test calls this week. Clean path to go-live.

SOC2 Strategy — Stark Tech

Mar 24–27

Pavan + Shubham · Dominic Colangelo (Stark Tech)

Kurt forwarded SOC2 request Mon Mar 24. Shubham raised with Pavan + Arnav in #clara-ai-customer-success: "This will be a recurring problem across large SMBs/Enterprise — what's our plan?" Pavan drafted comprehensive response: AWS SOC2 Type II, Supabase SOC2, TLS + AES encryption, RBAC, offer to complete VSA questionnaire. Being verified with Rohan before sending.

→ Draft ready. Send to Stark Tech today. Broader compliance roadmap discussion needed.

Mon Mar 24 — Collections Sprint Kickoff

Mar 24

Shubham + Pavan + Naveen

Following Sunday's alignment meeting, Pavan (Mon morning) invited Shubham to the Retell AI Collections account. Pavan added Shubham to Effective Alarm Systems Collections task in Asana with comments: "From customer side: same — Robert + Fazal. Naveen is in touch for Answering. If you want to take this over, we can do intro directly." Collections sprint formally started.

→ Sprint Week 1: 2 new live accounts, 1 new ready-to-launch. Good momentum.

Product Lead Hiring — 2 Interviews

Thu Mar 27

Shubham (primary interviewer)

Two Product Lead candidates interviewed on Discussion 1 stage: Siddharth Jain (5PM IST) and Mohit Talwadiya (7:30PM IST). Fireflies transcripts sent. Shubham created follow-up Asana tasks: "connect Mohit to Arnav" and "INTERVIEW — mohit / sid" (both marked complete after interviews). Decision on shortlist needed before end of next week.

→ Feedback to submit via Freshteam. Shortlist + next steps needed by Apr 3.

Next Week's Priorities — Mar 31 – Apr 4, Impact-Ranked

#	Action Required	ARR / Impact	Owner	Due	Status
1	Total Fire — Go Live (Answering + Collections) Asana task: "Go live by end of next week." Trial Run done Mar 24. Resolve: ServiceTrade sync, QBD Desktop connector (Right Networks), on-call schedule access. This is the highest-ARR account and has been stalled for months.	$28,176 ARR Paid	Naveen + Pavan	Apr 4	Critical
2	Dynasty Fire — Configure Agent & Run Pilot Pilot batch already received. Asana: "Ready to Go Live." Zoho/CSV — cleanest upcoming Collections launch. No blockers. Just needs agent configuration + pilot run execution.	New live account Paid, zero blockers	Shubham + Naveen	Apr 2	Act Now
3	RGV Fire — Send Pilot Report to Fabrizio Pilot batch run done. Outstanding task: share performance report with Fabrizio. Required to formalise go-live and begin building case study material.	Collections live	Shubham	Apr 1	Urgent
4	Summit Heating — Unblock QBD Sync + Email Paid $5,388 ARR. Two blockers: QBD data cleanup and invoice email via agent (product dep.). Pavan to commit to a timeline for the email feature. Every week delayed is revenue at risk.	$5,388 ARR Paid	Pavan + Shubham	Apr 3	Urgent
5	Electrical Experts FL — Integration & Test Calls ServiceTitan credentials received Mar 26. Yochana to configure and run test calls. Unblocked — fastest clean path to a new live Answering account if integration works smoothly.	New live account	Yochana + Naveen	Apr 3	Unblocked
6	Winninger Fire — Implement 2-Tree Config & Go Live Andrew sent full requirements Mar 27. Naveen implementing. Once changes verified + tested, go-live. Note: simultaneous calling limitation acknowledged to client — needs product roadmap decision.	New live account	Naveen	Apr 3	In Progress
7	Effective Alarm — Verify Live & Fix Transcript Business-hours bug fixed. Verify call forwarding is active (zero calls logged is a red flag). Fix transcript email to include customer name/phone/address — Kurtis at Elite Fire flagged the same issue, applies here too.	$9,311 ARR	Naveen	Apr 1	Watch
8	SOC2 Response — Send to Stark Tech Pavan's draft ready (AWS SOC2, Supabase SOC2, TLS, RBAC). Verify with Rohan + send immediately. Also: broader compliance roadmap discussion needed for enterprise pipeline.	Commercial close	Pavan + Rohan	Apr 1	Verify + Send
9	6 Demos This Week — Qualify & Advance Pipeline Dr. Plumbing (Apr 2), BTV Systems (Apr 9), Harco Plumbing (Mar 31), Allies Heating (Mar 30), Mountain Town Elevator (Mar 30), Joel's Plumbing (Mar 25 — already done). Sales team to run; CS to be ready for qualified handoffs.	Pipeline growth	Sales + Naveen	Apr 9	Scheduled
10	ALERT Fire + Churn Accounts + Overdue Renewals ALERT Fire: $10,800 paid, email-only decision overdue from Pavan. Churn calls: Delta HVAC, P3, All Purpose Gas. Overdue renewals: Classic Electric, AGF, RGV Fire (~$5,900 combined).	~$16,700 Decision + collection	Karan + Shashwat	Apr 4	Pending

Issues & Risks — Churn, Product Gaps, Blockers

Churn & At-Risk Accounts

Account	MRR	Status	Issue	Last Contact	Owner
Pacific Air HVAC	$249	Churned	No contact since Dec. Confirmed lost.	Dec-25	Shashwat
Priority Systems	$454	Near Churn	No bandwidth. Went live 1 day only.	Feb-26	Karan
Delta HVAC	$128	Red Flag	Not reachable since Feb 28.	28 Feb	Karan
P3 Solutions	$249	Red Flag	Not cost-effective. Considering cancel.	23 Feb	Karan
All Purpose Gas	$249	Watch	Not using Clara. Lynette unresponsive.	Mar 11	Karan

Key Blockers & Product Gaps

Issue	Impact	Owner	Action Needed
Clara transcript — missing client data	Elite Fire flagged it (Kurtis). Same issue likely affects all accounts. Customer name, phone, address not populated in "Client" section of email.	Naveen + Pavan	Fix now
Clara cannot call simultaneously	Winninger needs multi-person simultaneous outbound calls. Andrew explicitly requested it. Naveen had to tell him it's not supported. Could be a recurring objection.	Pavan (Product)	Roadmap decision
Invoice email blocker (Collections)	Summit Heating, Valley Fire Safety blocked because agent can't send invoice emails. Affects multiple accounts. Product dependency — not a quick fix.	Pavan (Product)	Timeline needed
Total Fire $28K ARR — months stalled	Largest account. QBD Desktop + ServiceTrade sync unresolved. Answering Trial Run done Mar 24. Must go live next week.	Naveen + Pavan	Resolve Apr 4
ALERT Fire — email-only gap decision	$10,800 paid ARR. No capability. Decision overdue: build it, refund, or propose alternative.	Pavan	Decide Apr 1
SOC2 compliance gap	Stark Tech blocked. Shubham flagged this will recur across enterprise/large SMB segment. Draft ready — send now, plan longer-term compliance roadmap.	Pavan + Arnav	Send response + plan
Renewal payments automation	Shubham created Asana task: "renewal payments automation solution." 3 accounts already overdue. Manual follow-up is not scalable at 14+ customers.	Shubham + Arnav	Scope solution

Owner Update — Shubham

This Week (Mar 24–28) — Delivered

Collections sprint Week 1: 2 new live accounts activated (Effective Alarm + RGV Fire). Total now 3/30.

Dynasty Fire advanced to "Ready to Go Live" — pilot batch received, agent config in progress.

Monitored Total Fire Trial Run (Mon Mar 24). Created Asana task: "Go live by end of next week."

Pulled Next Level Fire usage data from Supabase to validate Collections metrics. Flagged data gaps to Pavan + Naveen.

Raised SOC2 strategy question to Pavan + Arnav: "This will recur across enterprise — what's our plan?" Pavan drafted response.

Interviewed 2 Product Lead candidates (Siddharth Jain + Mohit Talwadiya). Both completed.

Created actionable Asana tasks from weekly learnings: go-live blockers, sending failure emails (Pavan to fix), commercial onboarding questions, renewal automation, field copilot revert.

Cleared backlog: completed "check with Naveen on outcomes," "Classic Electric renewal," "check stats," "check stats and research," "onboarding form review."

4 overdue Asana tasks at week start (Mar 20–27): SOC2 follow-up + Toussaint Electric still open.

Next Week (Mar 31 – Apr 4) — Plan

Collections: target 5+ live accounts by Apr 4. Dynasty Fire to launch. Total Fire to go live. Summit Heating to unblock.

Dynasty Fire: configure agent + run 20-customer pilot. Zero blockers — execute immediately Mon/Tue.

Total Fire: close ServiceTrade sync + QBD connector with Pavan. Asana due date end of next week.

RGV Fire: share pilot report with Fabrizio. Required for Collections go-live formalisation.

SOC2: verify Pavan's response with Rohan, send to Stark Tech. Begin broader compliance roadmap conversation with Arnav.

Renewal automation: scope solution with Arnav — 3 overdue renewals this week, manual follow-up not sustainable.

Product Leads: connect Mohit to Arnav. Shortlist + next round decision before Apr 3.

Effective Alarm: review call forwarding status with Naveen. 50+ days post-kickoff — trust recovery is now the priority.

Field Copilot: revert to Satyam (open Asana task). Clear remaining overdue tasks.