Support
Support and resources
Learn how ClearICP works, what to prepare, and what you receive. Sign in when you are ready to run your first analysis.
How it works
A straight path from your spreadsheet to an evidence-backed ICP.
- Sign in and create a workspace and project with your company context.
- Upload a customer dataset and confirm how columns should be interpreted.
- Define or refine taxonomy dimensions that match how you segment.
- Run analysis; the system scores rows, forms segments, and synthesizes narratives.
- Review results, validate claims with evidence, then export or present.
What you need before you begin
Minimum preparation for a productive first session.
- A customer or account-level export you are permitted to use.
- A clear idea of who you consider “best fit” today (even if imperfect).
- Access to a workspace owner who can approve credit usage for full runs.
What the platform produces
Tangible outputs you can bring to GTM and leadership conversations.
- Structured ICP narrative grounded in your rows, not generic platitudes.
- Segmentation views that separate lookalikes, stretch targets, and poor fits.
- Evidence trails supporting major claims — useful for scrutiny-heavy buyers.
- Exports (such as CSV summaries and presentation-ready decks) when you are ready to ship outward.
How to start
Create your account and open Workspaces when you have a file ready.
If email sign-in is disabled in your environment, use Google — or contact us and we will help you access a workspace.
What happens after sign-up
What to expect when you first sign in.
You will create or join a workspace, then a project. Upload brings you into column and taxonomy validation — that is intentional friction to protect output quality. Starting a run locks in the dataset snapshot used for that analysis.
Who it's for
Typical use cases and teams.
- Revenue and marketing leaders building or refreshing an ICP with data.
- Founders moving from anecdotal wins to repeatable targeting.
- PE and consulting teams packaging customer analysis for stakeholders.
Common questions
Questions we hear often from evaluators.
ClearICP turns your customer spreadsheet into a structured Ideal Customer Profile: segments, fit-style signals, evidence-backed narratives, and exportable deliverables — without weeks of manual slicing.
No. Revenue, marketing, and strategy teams at growth-stage and mid-market companies use ClearICP when they have real customer records and need a defensible ICP for GTM planning. Private equity and consulting teams use the same workflow for diligence and deliverables.
A table of customers or accounts (CSV or Excel) with the fields you already track — firmographics, product usage, revenue, or notes columns are all useful. You do not need a perfect warehouse; you need a representative slice of customers you can stand behind.
Most teams upload, confirm taxonomy, and start a first run the same day. Analysis time scales with dataset size and depth; you can monitor progress from your workspace and return when the run completes.
You can explore the product and run a bounded analysis on a sample of your data so you can judge quality before committing credits. See Pricing for current limits and credit packs.
You land in Workspaces. Create a workspace, create a project, upload a dataset, and walk through taxonomy mapping. When you start a run, the platform processes rows and assembles your ICP outputs.
Before you sign in
Issues you can resolve without access to the app.
- Email link expired: request a fresh magic link from the sign-in page.
- No email arriving: check spam, corporate filters, and whether your IT blocks our sender — Google OAuth is an alternative when enabled.
- Unsure if data is allowed: review your internal policy; you can start after anonymizing columns you cannot share.
Data handling & trust
How we handle and protect your data.
ClearICP is built for professional customer data. Use the product only with data you have rights to process. Retention and deletion practices are described in our legal pages; workspace policies may add additional timelines.
Still need help?
We read every message — include your workspace name, project, and run ID when relevant.
Email info@clearicp.com for product support, billing questions, or enterprise procurement. For large credit purchases, mention approximate row volume and timeline.
Email support