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A monthly client letter
Ever promised clients a monthly letter and managed two a year?
A draft each month from your own material, ready to edit.
See it start to finishFollowed a link in an email from us? This is the place.
Have you ever wished someone read everything first and told you what needs you?
Everything arrives at once: mail, timesheets, orders, questions. Only some of it needs you.
We build that first read for each part of a firm. It reads, checks and sorts, then hands people the few items that need them.
It's for owner-led US firms of about 20 to 1,000 people, busy enough that reading everything has become a job of its own.
Use cases
Thirteen jobs we take off people, across six departments.
Each card shows the job today, the job afterwards, and what it gives you back. Look for the ones that sound like your week.
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Sales · Proposals
Proposals started from the last one that won
TodayEach proposal starts from a blank page, or from whichever old file someone finds.
AfterwardsA first draft is built from your past winning proposals and the client's request.
Your team edits instead of writing from scratch.
Construction · Staffing
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Sales · Follow-ups
Promised follow-ups kept, even in a busy month
Today"I'll send the updated figures Thursday." Thursday goes by, and the client doesn't remind you.
AfterwardsPromises in your sent mail are tracked, and overdue ones reach you each morning.
Your word holds, and the client keeps coming back.
Insurance agencies · Wholesale distribution
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Finance · Billing
Invoices out on Monday, not Thursday
TodayOne missing timesheet holds up a whole week of billing while someone chases.
AfterwardsEvery timesheet is checked first thing Monday, and gaps are named with reminders drafted.
Cash you've earned arrives days sooner.
Staffing · Home health
Read the use case -
Finance · Bank details
Bank-detail changes checked before you pay
TodayA supplier emails new bank details. Someone updates the record and pays.
AfterwardsEvery change request is flagged and checked against known details before a payment runs.
A fake request never reaches a payment.
Construction · Wholesale distribution
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Operations · The owner's day
Five things that need you today, and no more
TodayBy six, you've been busy for eleven hours. The one call that mattered never happened.
AfterwardsEach morning brings one list of the five things that need you, with why.
What truly needs you gets done first.
Construction · Staffing
Read the use case -
Operations · Supplier dates
Slipping supplier dates caught early
TodayNobody checks open purchase orders until something fails to arrive.
AfterwardsOpen orders are checked weekly, and dates at risk go to your buyer with a note drafted.
You hear about a delay while there's still time to act.
Manufacturing · Construction
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HR · Licenses
Licenses renewed before they lapse
TodayExpiry dates sit in a spreadsheet one person updates when they remember.
AfterwardsEach person's required documents are tracked, with renewal reminders drafted well ahead.
No shift is worked on a lapsed license.
Home health · Staffing
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HR · Interviews
Interviews booked without the email back-and-forth
TodayFinding a time for a candidate and two managers takes six emails and two days.
AfterwardsOpen slots are matched, and an invitation is drafted for the recruiter to send.
Good candidates are seen before they accept elsewhere.
Staffing · Accounting and tax
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Customer service · Order status
Order status answered without a phone call
TodayCustomers call for status, and your team rings the warehouse to find out.
AfterwardsStatus questions get a reply drafted from live order data, and delays are flagged early.
Customers stop chasing, and the warehouse stops being interrupted.
Wholesale distribution · Manufacturing
Read the use case -
Customer service · Missing documents
The late-documents list, handled every Monday
TodayThe same clients ignore every portal reminder. Staff phone them one at a time.
AfterwardsEach Monday brings a list of who owes what, each with a personal note ready to approve.
Busy season starts with a shorter list.
Accounting and tax · Wealth management
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Customer service · Client mail
Client requests in your inbox, seen at 8 a.m.
TodayClients write to you at night. By morning, their request is under forty other emails.
AfterwardsA morning page puts the client emails that need you on top, ranked.
The client who wrote late hears back first.
Insurance agencies · Property management
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Marketing · Client letter
A client letter every month, not twice a year
TodayThe newsletter needs a quiet afternoon nobody has, so it stops.
AfterwardsA draft arrives each month, built from your own notes and client questions.
Clients hear from you when it's useful.
Wealth management · Accounting and tax
Read the use case -
Marketing · Event follow-up
Trade-show contacts followed up the same week
TodayA stack of cards from the show sits on a desk for a month.
AfterwardsEach contact is logged, and a short follow-up is drafted the next morning.
The people you met still remember you.
Manufacturing · Construction
What it looks like in your line of work.
- StaffingMonday billing that doesn't wait on the last timesheet.
- Home healthVisit notes checked before a visit turns into an invoice.
- ConstructionDaily time tickets and change requests turned into clean billing.
- Wholesale distributionCustomers told about a late shipment before they call.
- ManufacturingBuyers told when a run will finish, from live job data.
- Wealth managementA quarterly letter clients actually open.
- Accounting and taxDeadline reminders that read like advice, not a notice.
- Insurance agenciesA storm-season checklist sent before the season starts.
What a stretched week looks like.
- The warehouse takes six calls asking where an order is.
- A week of invoices waits on one timesheet.
- The client letter slips for the third month running.
- Each one is someone reading, checking or chasing. That's the part we take off them.
Four of these, shown start to finish.
Each belongs to a family of similar jobs. Yours will have its own details.
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A Monday billing check
Ever waited days to bill for hours already worked?
Every timesheet checked before an invoice is drafted.
See it start to finish03
An order status desk
Ever lost a morning to "where's my order?"
Answers from live data, and delay notes before customers ask.
See it start to finish04
A morning five
Ever ended a full day with the one thing that mattered undone?
One list of the five things that need you today.
See it start to finishWhat the gain looks like on a Tuesday.
An order status desk, one ordinary day
- 46status questions came in
- 39answered from live data, replies drafted
- 5needed a person: split shipments
- 8delay notes drafted before customers asked
Your own sum is simple. Count a week's status calls, times the minutes each one takes.
Multiply by the hourly cost of whoever answers. That's what the job costs you now.
We look for where it pays first.
We start from the jobs that eat your team's week.
If a job is small, or already runs well, we leave it.
We'll tell you when AI is the wrong answer.
Your people spend their week on the work that needs them.
Book a first conversation with a co-founder.
- It's free, and takes about an hour.
- No access to your systems, and no prep.
- You bring the whole list. We name what's worth doing.
Leave your name and work email below. A person replies to set a time.
Thanks. Your note is with a person now.
You'll normally hear back the same or next working day.
Every message is read by a person. You'll normally hear back the same or next working day.