Hand a task you're tired of to AI, with the Klime team in Amsterdam on Friday 30 October. Request a spot
Klime
All routines

Run a weekly commercial review

Where to move your ad budget, based on which channels bring qualified leads and pipeline, not just cheap leads.

Activate
When
Mondays at 9:00
Needs
AdsCRM

Example output

Message

In week 43 leads got 10% cheaper, but cost per qualified lead rose 31% to €759.

  • Paid search: €8.1k, 14 qualified leads, €71k pipeline
  • Paid social: €6.2k, 4 qualified leads, €18k pipeline
  • Retargeting: €2.4k, 4 qualified leads, €21k pipeline

I'd move €2k from the "Free checklist" campaign (148 leads, 1 qualified) to paid search.

Customize

What it needs to know about you

  1. How should I judge efficiency?
  2. How should I judge lead quality?
  3. What should I compare against?
  4. Should I suggest where to move budget?

Guardrails

What it won't do

  1. Never changes a budget, campaign or CRM record.
  2. Never shows cost per lead on its own.
  3. Doesn't explain a change without a cause in the data.
  4. Doesn't change definitions from week to week.
  5. Doesn't list individual leads or contacts.

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.

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.

Review CRM follow-ups

Deal updates and CRM tasks from your emails, ready to approve.

When an email arrives
Deal

Move Brightfold to Negotiation

Maya de Vries wrote in an email this morning:

Could you send the final quote before Thursday? We'd like to sign this month.