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Klime
All routines

Draft customer case studies

A full case study draft for one customer, built only from what they said in meetings and what their product usage shows.

Activate
When
1st of each month at 9:00
Better with
CRMDocsEmail

Example output

Doc

Draft case study: How Saltbay got every manager on the same numbers

Saltbay's 12 regional managers swapped their own sales sheets for one shared Monday report.

  • All 12 opened it every week in October
  • Report views rose from 41 in September to 186 in October
  • "Our Monday meeting went from an hour to 20 minutes" (Rosa Lindgren, reported)

Drafted from 3 calls and usage, not approved by Saltbay yet.

Customize

What it needs to know about you

  1. Which customers should I write about?
  2. What should it focus on?
  3. Who is the reader?
  4. How should the customer appear?

Guardrails

What it won't do

  1. Never publishes a case study or shares a draft.
  2. Doesn't state a fact without a source.
  3. Doesn't estimate or round up a result.
  4. Doesn't combine or reword quotes.
  5. Doesn't include pricing or contract details.

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?