Klime
All routines

Draft meeting follow-up emails

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

Activate
When
After each meeting
Better with
CRMCalendar

Example output

Email draft

To Lisa de Wit, Orbit Legal

The two plans we discussed

Hi Lisa, as promised, both options side by side. The team plan covers your five lawyers; the business plan adds SSO, which you mentioned IT will ask for.

Could you check with IT on SSO before Thursday?

Customize

What it needs to know about you

  • Which meetings count as customer meetings?
  • What should every recap include?
  • How should the emails sound?
  • Who should be in CC?

Guardrails

What it won't do

  • Never sends an email without your approval.
  • Doesn't add anything that wasn't said in the meeting notes.
  • Never leaves a next step without an owner and a date, or a note that one is missing.
  • Doesn't follow up on internal meetings.

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 today is the Brightfold renewal call at 14:00. They asked about seat pricing twice last week and the agenda is still empty.

Your meetings:

  • 10:00 Team standup
  • 11:30 Onboarding with Kettle & Co, first call since they signed
  • 14:00 Brightfold renewal

Waiting on you:

  • Maya at Brightfold: "Can you send the updated quote before our call?"
  • Legal is waiting on your comments on the Orbit DPA (since Thursday)

Want me to draft the Brightfold quote email, put an agenda in the 14:00 invite, or summarize last month's Kettle & Co emails before 11:30?

Nudge unanswered customer emails

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

Weekdays at 9:00
Email draft

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 draft

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?

Review CRM follow-ups

Deal updates and CRM tasks from your emails, ready to approve.

When an email arrives
Deal update

HubSpot: Move Brightfold to Negotiation

Maya de Vries, in an email this morning:

Could you send the final quote before Thursday? We'd like to sign this month.