Klime
All routines

Publish customer testimonials

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

Activate
When
Mondays at 10:00

Example output

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.

Customize

What it needs to know about you

  • What makes a review worth publishing?
  • Where should I look for reviews?
  • When should a quote go live?

Guardrails

What it won't do

  • Never publishes a quote without the customer's permission.
  • Doesn't pick a quote that misses your criteria.
  • Never changes the customer's words, only trims them.
  • Doesn't add a quote without a link to where it came from.

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?