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

Spot patterns in prospect calls

The pains and questions prospects raise on sales calls, with follow ups to act on, so more deals move forward.

Activate
When
Mondays at 9:00

Example output

Message

In 12 first calls, 7 prospects said planning lives in one person's head.

  • "If our planner is out sick, nobody knows who goes where"
  • "We answer the same quote request twenty times a week"
  • 8 asked: "Can my team use it without training?"

Add a one line "no training needed" answer to your pitch.

Customize

What it needs to know about you

  1. Which calls should I look at?
  2. What do you want to know about?
  3. What kinds of follow ups should I suggest?
  4. How many calls make a pattern?

Guardrails

What it won't do

  1. Never acts on a suggested follow up without approval.
  2. Doesn't call a theme a pattern below your threshold.
  3. Doesn't draft answers that promise anything unconfirmed.
  4. Doesn't rate individual people.
  5. Doesn't share prospect names or quotes outside this group.

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.