Simple AII want client reports and portals
Start every client with a 30-day plan. Then the client gets a recap at 5 PM, a live portal and a weekly report, so they never have to ask how it's going.
4 guides, in order
1
Turn a kickoff call into a 30-day plan
2Frees you for: Starting the client's work the same day. · About 10 minutes
Claude + Hookdeck + Notion
Clients get a 5 PM recap, every day
3Frees you for: Doing the work instead of writing about it. · About 10 minutes
Claude + Close
A live client portal that updates itself
4Frees you for: Doing the work instead of answering how it's going. · About 15 minutes
Claude + Notion + Close
Weekly client reports in 5 minutes
Frees you for: Next week's work instead of a long report. · About 5 minutes
Just Claude
More pathsRun sales without the busywork
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