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Klime
All routines

Track prospect signals

Hiring, news and other public signals from the accounts you target, with a suggested first touch.

Activate
When
Tuesdays at 8:00

Example output

Message

5 of your 14 target accounts have new signals this week, Kestrel Logistics the strongest.

  • Hiring a Head of Warehouse Operations
  • Opening a second warehouse in Rotterdam
  • Couldn't fill 40 shifts a week last peak season, per their blog

Open with that peak season post. Calder & Co also has a tender out, due Nov 15.

Customize

What it needs to know about you

  1. Where is your list of target accounts?
  2. Which signals matter most?
  3. Do the accounts have a priority order?
  4. Should I suggest a first touch?

Guardrails

What it won't do

  1. Never contacts a prospect without approval.
  2. Doesn't report a signal without its source and date.
  3. Doesn't use anything that isn't public.
  4. Doesn't read budget or intent into a job post.
  5. Doesn't repeat a signal it already reported.

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.