Klime
All routines

Update investor CRM

Your investor CRM kept current from emails and calls, with next steps and owners.

Activate
When
When an investor email comes in or goes out
Better with
Meeting notes

Example output

Deal update

Attio: Move Northstar Ventures to Partner meeting

Maya de Vries, in today's call:

We'd like to meet again with our partner next week. Could you send the retention breakdown before Friday?

Customize

What it needs to know about you

  • Which investors should I keep up to date?
  • Which conversations should I use?
  • What may I update without asking?
  • What if I talk to a new investor?

Guardrails

What it won't do

  • Never changes a stage, an amount or contact details without your approval.
  • Doesn't read interest as a commitment to invest.
  • Won't create a contact or task that already exists.
  • Never adds anything without the email or notes it came from.
  • Never sends email or books a meeting.

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?

Capture explicit meeting tasks

Tasks only from what people actually asked for, each with the quote.

After each meeting
Task

Check why exports time out for large teams

Ana, Product Sync meeting yesterday:

Can someone check why exports time out for large teams? Kettle & Co hit it every Monday.

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.

Compile a worklog

Your week's decisions, progress, and open actions, each with a source.

Fridays at 16:00
Doc

Worklog, week 41

Decided:

  • Ship SSO in Q4 (Product sync, Tue)
  • Pause the Benelux ads test (Marketing, Wed)

One contradiction:

  • Pricing page copy: Ravi owns it in Tuesday's notes, Ana in Thursday's

Carried over:

  • Import checklist for Kettle & Co