Klime

Hand off your recurring customer workto routines that never drop a follow up.

AI routines that draft replies, recap every call, and tell you each week what customers keep asking for. Set it up with Klime.

13 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?

Voice of the customer

What customers asked for this week, and what to prioritize.

Fridays at 14:00
Message

The top themes from 12 calls:

  1. Exports for large teams (5 customers): "It times out every Monday" (Kettle & Co). Open issue: #482
  2. SSO (3 customers), two of them in renewal this quarter
  3. Slack delivery (2 customers)

My recommendation: fix exports before the Brightfold renewal.

Prepare for standup

What you actually did since your last standup, from PRs and meetings.

Weekdays at 9:15
Message

Since yesterday's standup:

  • Merged #481: faster exports for large teams
  • Reviewed #479 for Ana
  • Kettle & Co onboarding call

Today:

  • Finish the SSO spike

Blocked:

  • Waiting on design for the settings page

Publish customer testimonials

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

Mondays at 10:00
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.

Hand over won deals

Every won deal handed to customer success, with what they must not miss.

When a deal is won
Task

HubSpot: Hand over Brightfold to Ana

Confirm before the kickoff on Thursday:

  • SSO promise in writing, beyond the email to Maya
  • Onboarding owner on their side: Maya or Lea

Report on product usage

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

Mondays at 9:00
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.

Auto inbox

You get a sorted inbox, less noise, and replies in your voice waiting for review.

When an email arrives
Message

Your inbox is sorted:

  • Needs reply: Alex asked for the project update. A reply is waiting in drafts.
  • Needs action: Your supplier needs approval on the revised quote. Left in your inbox for you.
  • FYI: The delivery confirmation is labeled and left in your inbox.
  • Noise: Three promotional emails were labeled and archived.