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Klime
All routines

Report on competitors

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

Activate
When
Mondays at 8:00
Better with
DocsTeam chat

Example output

Message

Mailcove launched an AI subject line writer this week, free on every plan.

  • Postlark raised its Pro plan price by 15% for lists over 10,000 contacts
  • Inkwire added SMS to its automation builder, still in beta

Ours is still a paid add on, worth a look before the Q4 pricing review.

Customize

What it needs to know about you

  1. Which competitors should I follow?
  2. What should I cover?
  3. What if their pricing isn't public?
  4. Where should I look beyond their own site?

Guardrails

What it won't do

  1. Never contacts a competitor or signs up for their product.
  2. Never makes a claim without a public source.
  3. Doesn't mix facts with opinion.
  4. Doesn't report rumors.
  5. Never presents an estimate as a confirmed price.

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 is the Brightfold renewal at 14:00: they asked about seat pricing twice, and the agenda is still empty.

Your meetings:

  • 10:00 Team standup
  • 11:30 Kettle & Co onboarding
  • 14:00 Brightfold renewal

Want me to draft the quote for Maya, or put an agenda in the 14:00 invite?

Draft meeting follow-up emails

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

After each meeting
Email

To Tom Bakker, Kettle & Co

Recap of today's onboarding call

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

We'll send the checklist on Wednesday so you can confirm the five pilot users by Friday.

Capture explicit meeting tasks

Tasks only from what people actually asked for, each with the quote.

After each meeting
Task

Check why exports time out for large teams

Ana asked in the Product Sync meeting yesterday:

Can someone check why exports time out for large teams? Kettle & Co hit it every Monday.

Nudge unanswered customer emails

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

Weekdays at 9:00
Email

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.