Klime
All routines

Weekly promise sweep

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

Activate
When
Fridays at 15:00

Example output

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."

Customize

What it needs to know about you

  • What counts as a promise?
  • Who counts as a client?
  • When is a promise done?
  • What should I do with borderline cases?

Guardrails

What it won't do

  • Never drafts, sends, or changes anything, only reads and reports.
  • Doesn't list a promise without a short quote from your own message.
  • Won't share the list with anyone but you.
  • Doesn't list what others promised you, only promises you made.
  • Doesn't list promises that were already delivered.

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 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?