Prepare a morning brief
The one thing that matters today, your meetings, and what's waiting on you.
Weekdays at 8:00
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
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)
Capture explicit meeting tasks
Tasks only from what people actually asked for, each with the quote.
After each meeting
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.
Nudge unanswered customer emails
A friendly nudge every few days until they reply, four at most.
Weekdays at 9:00
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
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?
Review CRM follow-ups
Deal updates and CRM tasks from your emails, ready to approve.
When an email arrives
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
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
Competitive intelligence sweep
What your competitors shipped, said, and charged this week.
Mondays at 8:00
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.
Voice of the customer
What customers asked for this week, and what to prioritize.
Fridays at 14:00
The top themes from 12 calls:
- Exports for large teams (5 customers): "It times out every Monday" (Kettle & Co). Open issue: #482
- SSO (3 customers), two of them in renewal this quarter
- Slack delivery (2 customers)
My recommendation: fix exports before the Brightfold renewal.