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Klime
All routines

Act on customer signals

One daily list of customers who need you, each with the next step and a draft email ready to review.

Activate
When
Weekdays at 8:00

Example output

Message

3 customers need you today, each with a draft ready to review:

  • Brightfold renews Nov 6, and the import still fails. Fix that first
  • Northwind has a new main contact, Tom Aksoy. Introduce yourself
  • Lumen: 1 of 12 people logged in after 14 days live. Offer a setup session

Nothing is sent.

Customize

What it needs to know about you

  1. Which accounts should I cover?
  2. Which signals should I check?
  3. How early should I flag a renewal?
  4. When should I write a draft?

Guardrails

What it won't do

  1. Never sends, changes or creates anything without approval.
  2. Doesn't flag an account without a source and date.
  3. Never presents a guess as a fact.
  4. Won't repeat a step someone already handled.
  5. Never invents contacts or commitments.

Related routines

Prepare a morning brief

The one thing that matters today, your meetings, and what's waiting on you.

Weekdays at 8:00
Message

Your top priority is the Brightfold renewal at 14:00: they asked about seat pricing twice, and the agenda is still empty.

Your meetings:

  • 10:00 Team standup
  • 11:30 Kettle & Co onboarding
  • 14:00 Brightfold renewal

Want me to draft the quote for Maya, or put an agenda in the 14:00 invite?

Draft meeting follow-up emails

A recap email after every customer meeting, with next steps and owners.

After each meeting
Email

To Tom Bakker, Kettle & Co

Recap of today's onboarding call

Hi Tom, thanks for the time today. You'll start with the support team in November, and we'll set up the import this week.

We'll send the checklist on Wednesday so you can confirm the five pilot users by Friday.

Nudge unanswered customer emails

A friendly nudge every few days until they reply, four at most.

Weekdays at 9:00
Email

To Lisa de Wit, Orbit Legal

Re: Your quote

Hi Lisa, any questions on the quote I can answer? Happy to walk your IT lead through the SSO part if that helps.

Draft customer responses

A draft reply to every customer email, with how sure it is.

When a customer email arrives
Email

To Jen Okafor, Harbor Coffee

Re: Switching to yearly billing

Hi Jen, yes, you can switch mid term. We'll credit the rest of this month and start the yearly plan on the 1st.

Want me to send the new invoice?