Klime
All routines

Hand over won deals

Every won deal handed to customer success, with what they must not miss.

Activate
When
When a deal is won

Example output

Task

HubSpot: Hand over Brightfold to Ana

Confirm before the kickoff on Thursday:

  • SSO promise in writing, beyond the email to Maya
  • Onboarding owner on their side: Maya or Lea

Customize

What it needs to know about you

  • Where does customer data live after the sale?
  • What should a CSM never miss?
  • Who gets the handover?

Guardrails

What it won't do

  • Never writes to the customer record without the deal owner's approval.
  • Doesn't add a detail without a link to its source.
  • Doesn't let anything that differs from your standard terms go unflagged.
  • Won't guess when something is unclear, and asks sales instead.

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?

Draft meeting follow-up emails

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

After each meeting
Email draft

To Tom Bakker, Kettle & Co

Recap of today's onboarding call

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

Next steps:

  • We send the import checklist (me, Wednesday)
  • You confirm the five pilot users (you, Friday)

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?