
Client meeting into the CRM
After every client meeting the workflow prepares the CRM entry.
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We build workflows for your recurring tasks, directly on your AI system.
Every workflow works from your brands and access. Your team checks and approves.
An example: after the client meeting, the entry is in the CRM. The pattern is the same for every task.

The client meeting ends and the transcript is ready.
The workflow writes the summary and tasks, following your rules.
Someone on your team checks and approves.
The entry and tasks are in the CRM.
Every workflow runs on your AI Delivery System: the current brand, released access and approval by your team.
To the AI Delivery SystemWe work out in the conversation which task comes first for you.

After every client meeting the workflow prepares the CRM entry.
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Your voice note becomes a draft in the brand's tone.
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The workflow reads industry sources and summarises them in your team's wiki.
View exampleWe build every workflow with your team, on the existing system.
We pick a recurring task with you that takes a lot of manual work today.
We build the workflow with your brands, Skills and access.
Your team tests it on real cases and signs it off.
Price and scope are set out in the written offer after the conversation. If the system is not in place yet, we start there.
Who maintains a workflow after acceptance is set out in the offer.
The short answers. We cover everything else in the conversation.
Yes. We build workflows on the system so they work from your brands and access. If the foundation is not in place yet, we start there.
Recurring tasks with a clear trigger and a clear result that take a lot of manual work today. The examples on this page show a direction.
It creates drafts and prepares results. A person on your team approves whatever goes out.
In the AI tools and systems connected in the AI Delivery System.
Price and scope are set out in the written offer after the conversation.
With a 30-minute conversation with Christoph Sauerborn. Bring a task that takes your team a lot of time today.
We look at how your team works with AI today, which brands and tools are involved and who could own the system. At the end we present the offer that fits.
Book a 30-minute conversation30 minutes · online · with Christoph Sauerborn