Simple AII am an Account Manager or CSM
Start every client with a 30-day plan. Send a recap at 5 PM, keep a live portal and send a weekly report, so the client never has to ask how it's going. Then ask the happy ones who else they know.
5 guides, in order
Frees you for: Starting the client's work the same day. · About 10 minutes
Claude + Hookdeck + Notion
Frees you for: Doing the work instead of writing about it. · About 10 minutes
Claude + Close
Frees you for: Doing the work instead of answering how it's going. · About 15 minutes
Claude + Notion + Close
Frees you for: Next week's work instead of a long report. · About 5 minutes
Just Claude
Frees you for: Calls where someone they trust already said your name. · About 15 minutes
Claude + Gmail
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