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Klime
All routines

Turn deals into account plans

Your account managers get an account plan ready to review, filled from the discovery data your sales team already captured.

Activate
When
When a deal is marked won
Needs
CRM

Example output

Message

Harbor & Finch account plan draft. Built from the discovery fields on the won deal and the call notes of Oct 3.

  • Background (from Situation): 40 person logistics planner, dispatch runs in spreadsheets across three depots.
  • Goals (from Pain): stop double booking trucks; give depot leads one shared view.
  • Success metrics (from Impact): cut weekly planning from 12 hours to 4. Source: call notes, Oct 3.
  • Key dates (from Critical event): go live before peak season on Nov 15.
  • Stakeholders and decision process (from Decision): Sam, operations lead, champion; Lena, finance, signs off. Confirmed by the rep.
  • Not captured: who owns the budget in year two. Was it mentioned on the pricing call?

Customize

What it needs to know about you

  1. Which sales methodology does your sales team use?
  2. Which format do your customer success managers plan in?
  3. Where should the plan go?
  4. Who gets the plan?

Guardrails

What it won't do

  1. Never writes to the CRM, a doc or an account plan without approval.
  2. Doesn't invent a value. A field without a source is marked Not captured, with one question for the rep.
  3. Doesn't change the sales methodology fields; the sales record stays as the rep left it.
  4. Doesn't carry sensitive sales notes into the plan, such as discount limits, margins or internal opinions about the customer.
  5. Shows both when the CRM and the call notes disagree, and doesn't pick one.

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 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

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

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

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?