Klime
All routines

Report on product usage

How customers use your product, who sticks, and who's slipping away.

Activate
When
Mondays at 9:00
Needs
Metrics

Example output

Message

How the product did last week:

  • Activation is up: 41% of new accounts shared their first report within 7 days, up from 33%. The new template gallery did it; accounts that used a template activated twice as often.
  • Retention holds: 68% of the July cohort is still active after 8 weeks, in line with June.
  • Scheduled exports are barely used: 6% of active accounts, unchanged since launch.

The numbers, compared with the last four weeks:

  • Weekly active accounts: 1,240, up 5%
  • Activation within 7 days: 41%, up from 33%
  • Week 8 retention: 68%, flat
  • Accounts churned: 9, down from 14

My recommendation: put templates in the onboarding flow, and find out why exports don't stick before building more on them.

Customize

What it needs to know about you

  • Who reads this?
  • What should I focus on?
  • How should I look at usage?

Guardrails

What it won't do

  • Never changes your product, analytics, or customer records.
  • Doesn't use a metric definition you haven't confirmed.
  • Doesn't list every metric, only what moved.
  • Never flags an account at risk without the usage behind it.

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)

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, 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 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.