Klime

Hand off your recurring sales workto routines that keep every deal moving.

AI routines that write your recap emails, nudge quiet prospects, and keep the CRM current, on schedule. Set it up with Klime.

11 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.

Review CRM follow-ups

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

When an email arrives
Deal update

HubSpot: Move Brightfold to Negotiation

Maya de Vries, in an email this morning:

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

Competitive intelligence sweep

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

Mondays at 8:00
Message

Here's what changed this week:

  • Mailcove launched an AI subject line writer, free on every plan (from their changelog)
  • Postlark raised the price of its Pro plan by 15%, for lists over 10,000 contacts
  • Inkwire added SMS to its automation builder, still in beta

What it means: two of three now build AI writing into the editor. Ours is still a paid add on, worth a look before the Q4 pricing review.

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

Draft marketing articles

An article draft on a problem your customers keep raising, with the latest on it.

Tuesdays at 9:00
Doc

Draft: Why month end close still takes a week

The issue: finance teams automated their reports, but still lose days chasing approvals across tools.

Raised by 5 customers in the last 30 days, for example:

We have the numbers on day one. We just can't get anyone to sign off. (Head of Finance, retail)

What's new: two studies this quarter put the average close at six days, unchanged since 2022. Sources and dates are in the draft.

Our angle: the bottleneck is approvals, not data. 1,200 words, in our tone of voice, ready for your review.

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

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.

Weekly promise sweep

A private list, every Friday, of what you promised clients and haven't delivered yet.

Fridays at 15:00
Message

Open promises this week: 2

Orbit Legal

  • Send the revised quote to Lisa de Wit. Email, Monday: "I'll send the revised quote tomorrow."

Brightfold

  • Share the security questionnaire answers with Sam Okafor. Chat, Tuesday: "I'll get you our answers before the end of the week."