Klime
All routines

Draft marketing report

What moved in marketing this week and why it matters, ready for you to send.

Activate
When
Fridays at 9:00
Used by
Marketing

Example output

Email draft

To the leadership team

Re: Marketing update, week 41

The headlines:

  • Pipeline from marketing is up 18% to €240k, almost all from Tuesday's webinar with Brightfold
  • Paid search got 30% more expensive per lead after Google changed its bidding, so we're moving budget to LinkedIn
  • Trial signups are flat, but more trials turn into paying customers: 12%, up from 9%

The numbers, compared with last week:

  • Spend: €18.4k, up 4%
  • Leads: 312, down 6%
  • Cost per lead: €59, up 11%
  • Marketing sourced pipeline: €240k, up 18%
  • Trial to paid: 12%, up from 9%

What changed and what it means:

  • The webinar drove 9 of 14 new opportunities. Worth a second session in November.
  • Paid search cost per lead is above target for the second week. Unless it recovers by Wednesday, we move €3k to LinkedIn.
  • Trial to paid went up after the new onboarding emails. Too early to call, one more week of data needed.

Customize

What it needs to know about you

  • Which numbers matter most to leadership?
  • When is your update due?
  • What should I compare against?

Guardrails

What it won't do

  • Never sends the update itself.
  • Doesn't list every metric, only what moved.
  • Doesn't report a change without saying why, or that it doesn't know.
  • Doesn't change definitions from week to week.

Related routines

Competitive intelligence sweep

What your competitors shipped, said, and charged this week.

Mondays at 8:00
Message

Here's what changed this week:

  • Mailcove launched an AI subject line writer, free on every plan (from their changelog)
  • Postlark raised the price of its Pro plan by 15%, for lists over 10,000 contacts
  • Inkwire added SMS to its automation builder, still in beta

What it means: two of three now build AI writing into the editor. Ours is still a paid add on, worth a look before the Q4 pricing review.

Prepare for standup

What you actually did since your last standup, from PRs and meetings.

Weekdays at 9:15
Message

Since yesterday's standup:

  • Merged #481: faster exports for large teams
  • Reviewed #479 for Ana
  • Kettle & Co onboarding call

Today:

  • Finish the SSO spike

Blocked:

  • Waiting on design for the settings page

Draft marketing articles

An article draft on a problem your customers keep raising, with the latest on it.

Tuesdays at 9:00
Doc

Draft: Why month end close still takes a week

The issue: finance teams automated their reports, but still lose days chasing approvals across tools.

Raised by 5 customers in the last 30 days, for example:

We have the numbers on day one. We just can't get anyone to sign off. (Head of Finance, retail)

What's new: two studies this quarter put the average close at six days, unchanged since 2022. Sources and dates are in the draft.

Our angle: the bottleneck is approvals, not data. 1,200 words, in our tone of voice, ready for your review.

Publish customer testimonials

Your best customer quotes on the website, checked and with their permission.

Mondays at 10:00
Pull request

New quote for the customers page

Maya de Vries, Head of Finance at Brightfold, in an email to support:

We closed the books in two days instead of five. The team actually leaves on time now.

Passed every check: positive, names a result, from a paying customer, and Maya said yes to being quoted on Thursday.

Skipped this week: a 3 star review on G2, and a reply that names a competitor.