Klime

Hand off your recurring Microsoft Teams workto routines that read the room.

AI routines read Microsoft Teams to log decisions, spot blockers, and keep your weekly worklog current. Set it up with Klime.

Part of Team chat

11 routines

Compile a worklog

Your week's decisions, progress, and open actions, each with a source.

Fridays at 16:00
Doc

Worklog, week 41

Decided:

  • Ship SSO in Q4 (Product sync, Tue)
  • Pause the Benelux ads test (Marketing, Wed)

One contradiction:

  • Pricing page copy: Ravi owns it in Tuesday's notes, Ana in Thursday's

Carried over:

  • Import checklist for Kettle & Co

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.

Voice of the customer

What customers asked for this week, and what to prioritize.

Fridays at 14:00
Message

The top themes from 12 calls:

  1. Exports for large teams (5 customers): "It times out every Monday" (Kettle & Co). Open issue: #482
  2. SSO (3 customers), two of them in renewal this quarter
  3. Slack delivery (2 customers)

My recommendation: fix exports before the Brightfold renewal.

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.

Hand over won deals

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

When a deal is won
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

Draft marketing report

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

Fridays at 9:00
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.

Shipped for customers

What shipped for customers, who asked for it, and a message for everyone you haven't told yet.

Weekdays at 10:00
Message

Shipped since yesterday:

  1. Faster exports for large teams (#482)
    Asked for by Kettle & Co. Not told yet. A draft for Tom Bakker:

Hi Tom, exports for large teams are live. Your Monday export should now finish in seconds. Open Reports and choose Export to try it.

  1. SSO login (#455)
    Asked for by Orbit Legal. Already told on Tuesday, in your email to Lisa.

Check ad performance

Yesterday's ad spend and results across every platform, with what needs your attention.

Every morning at 8:00
Message

Ads for Sunday 11 October

You spent €4.1k of your €4.5k daily budget. Blended ROAS was 2.8, against a target of 2.5.

By platform:

  • Meta: spend €2.2k, ROAS 3.4 (target 2.5), CPA €31 (target €35)
  • Google Ads: spend €1.4k, ROAS 2.6 (target 2.5), CPA €38 (target €35)
  • TikTok: spend €0.54k, ROAS 0.9 (target 2.0), CPA €84 (target €40)

Needs attention:

  • TikTok retargeting spent €540 against a €400 daily budget, 35% over. ROAS has been below target for three days. Suggested next step: lower the daily budget to €400 and review the audience.
  • Google Ads CPA was above target for the second day in a row. The Tuesday keyword change is the likely cause. Suggested next step: check the keyword report before changing bids.

Weekly promise sweep

A private list, every Friday, of what you promised clients and haven't delivered yet.

Fridays at 15:00
Message

Open promises this week: 2

Orbit Legal

  • Send the revised quote to Lisa de Wit. Email, Monday: "I'll send the revised quote tomorrow."

Brightfold

  • Share the security questionnaire answers with Sam Okafor. Chat, Tuesday: "I'll get you our answers before the end of the week."