A day with Klipy

A day in the life — with Klipy handling the rest.

Every seller's day is the same loop: meetings, follow-ups, prep, pipeline updates, and the admin that fills every gap between conversations. This is what that day looks like when Klipy runs alongside you.

Start for freeTalk to sales

8:45 AM

Your day is already planned.

Last night, three emails came in, one deal moved, and a prospect replied on WhatsApp. Klipy captured all of it. Your Daily Game Plan shows five items waiting — two drafted follow-ups, one re-engagement, one deal stage confirmation, one meeting prep brief. Five approvals. Done in four minutes.

Daily Game Plan +Capture +
How daily planning works
Home

Good morning, Alex

Next up

In 42 minutes

Quarterly Review — Acme Corp

3 guests

BACK-TO-BACK

Intro Call — Bright Labs

3 guests

I need your review5 items to review
Draft Critical Today

Call summary + next steps for Meridian Health

SnoozeReview
Suggestion High Tomorrow

Send pricing proposal to Sarah Chen

SnoozeReview
Draft High Today

Re: Westbridge Platform RFP — Pricing Clarification

SnoozeReview
Suggestion High Tomorrow

Re-engage dormant deal with Apex Solutions

SnoozeReview
Suggestion Medium Mar 10

Schedule technical demo with engineering lead

SnoozeReview

9:00 AM

You walk in knowing everything.

Your 9:30 is a second call with a VP of Operations at a mid-market SaaS company. Klipy assembled a pre-meeting brief ten minutes ago — last call summary, three open commitments, two emails your SE exchanged since, a LinkedIn post about a compliance initiative, and a suggested talk track. Sixty seconds of reading.

Pre-meeting Briefs +Contact Intelligence +
People / Sarah Chen
Sarah ChenHead of Partnerships at Meridian Health
Last engaged today
Activities About Deals

Re: Integration Timeline

with Sarah Chen
2d
Finished

Partnership Sync

5d

Re: Compliance Documentation

with Sarah Chen
1w

LinkedIn conversation

with Sarah Chen
1w

Re: Onboarding Checklist

with Sarah Chen
2w

10:05 AM

The follow-up is already waiting.

The call went well. You discussed a pilot timeline, they raised a data residency concern, and you committed to sending a comparison doc by Thursday. Klipy already has a full transcript with framework-aligned summary, a drafted follow-up, the commitment tracked as a task with a deadline, and the deal record updated.

Meet +Follow-up +To-dos +
How post-meeting recaps work
Home

Good afternoon, Alex

Klipy is recording

Technical Deep Dive - Apex Solutions

Started 28 min ago 2 guests
Zoom
Ask Klipy anything...

11:00 AM

Say it, forget it, it’s captured.

Walking to grab coffee, you remember something — the prospect mentioned they’re evaluating a competitor and the decision is next week. You drop a 22-second voice memo into Klipy. It extracts the key point, links it to the deal, and adds it to the deal context.

Voice Memos +

11:30 AM

“Any deals need attention?”

You type it into Klipy. Three deals flagged: one went quiet 14 days ago with a re-engagement draft ready, one has an overdue task from last week, one just had a stakeholder change — your champion moved to a new role, surfaced from LinkedIn. Full situational awareness from one question.

Plan & Execute +Pipelines +
How pipeline reviews work
Home

Good morning, Alex

Ask Klipy anything...
I need your review1 item due today
Draft High Tom Rivera Today

Re-engage Oakridge — champion went quiet

Review

12:30 PM

Klipy is working. You’re not.

A prospect replies to an email thread. A colleague’s contact sends a WhatsApp message about rescheduling. A new inbound lead books a discovery call for tomorrow. Klipy captures all three, links them to the right deals, and queues the relevant actions for your afternoon review. You eat your sandwich.

Capture +Unibox +
Home
Recent InteractionsFilter
Today
Yesterday3
DC
David Chen1d
New deal

Re: Oakridge Financial — Annual Licensing Agreement

Open summaryReply
TR
Tom Rivera+ 2 more1d

Re: [Apex Solutions] Data Room Access & Security Review

Open summaryReply
LP
Lisa Park1d
New deal

Re: BrightPath — Collaboration on Enterprise Rollout

Open summaryWatch

2:00 PM

They booked 40 minutes ago. You already know them.

The new inbound lead booked during lunch. Klipy already assembled an enriched contact profile from 100+ sources, a company snapshot with recent funding and hiring signals, a pre-call brief based on the booking form answers and prior team interactions, and suggested discovery angles based on their role and industry.

Contact Intelligence +Pre-meeting Briefs +
People
All People
Add Person
Sorted by Last Interaction
Filter
Person
Last Interaction
Email
Company
Linkedin
Direct Line
Title
Nathan Briggs
Last engaged today
n.briggs@westfield.io
Westfield Corp
in/nathanbriggs
+1 (415) 332-8801
VP of Sales
Clara Montoya
Last engaged today
clara.m@heliosgrp.co
Helios Group
in/claramontoya
+1 (312) 555-0184
Head of Partnerships
Daniel Keane
Last engaged today
dkeane@verilex.com
Verilex Legal
—
+44 20 7946 0321
Legal Counsel
Mei-Lin Tsao
Last engaged 1d ago
mtsao@peakform.io
Peakform Analytics
in/meilintsao
—
Rev Ops Lead
Jordan Hale
Last engaged 1d ago
j.hale@stratostech.co
Stratos Tech
in/jordanhale
+1 (628) 441-2209
VP Sales
Yuki Tanaka
Last engaged 1d ago
yuki@luminary.dev
Luminary Inc
—
—
Staff Engineer
Andre Visser
Last engaged 1d ago
andre@keystonelg.com
Keystone Logistics
in/andrevisser
+31 20 555 0147
CRO
Sophie Laurent
Last engaged 2d ago
sophie@crestline.vc
Crestline Ventures
in/sophielaurent
+33 1 42 68 5300
Account Executive
Ryan McAllister
Last engaged 2d ago
ryan.m@pinegrove.co
Pinegrove Capital
—
+1 (917) 553-4420
Director of Ops
Ines Ferreira
Last engaged 2d ago
ines@tidewatergrp.io
Tidewater Group
in/inesferreira
—
CTO
Leo Hartmann
Last engaged 2d ago
leo@blueshiftlabs.co
Blueshift Labs
in/leohartmann
+49 30 1234 5678
Founder
Amara Osei
Last engaged 2d ago
amara@rivieracsl.com
Riviera Consulting
—
—
Consultant
Kevin Cho
Last engaged 3d ago
kevin.cho@axonvc.io
Axon Ventures
in/kevincho
+82 2 555 7890
Partner
Nina Kowalski
Last engaged 3d ago
nina@tridentmedia.co
Trident Media
in/ninakowalski
+1 (646) 998-3341
COO
Hugo Restrepo
Last engaged 3d ago
hugo@verdant.co
Verdant Holdings
—
+57 1 234 5678
Managing Director
Zara Hadid
Last engaged 3d ago
zara@catalysthq.io
Catalyst HQ
in/zarahadid
—
Head of Growth
Owen Beckett
Last engaged 6d ago
owen@pinegrove.co
Pinegrove Capital
in/owenbeckett
+1 (212) 555-0199
CEO
Priya Nair
Last engaged 6d ago
priya@orioncompl.io
Orion Compliance
—
—
VP Engineering
Tomas Eriksen
Last engaged 6d ago
tomas@nordicinno.se
Nordic Innovations
in/tomaseriksen
+46 8 123 4567
Founder
Layla Khoury
Last engaged 6d ago
layla@mosaicworks.co
Mosaic Works
—
+971 4 321 6543
Community Lead
Felix Moreau
Last engaged 6d ago
felix@mosaicworks.co
Mosaic Works
in/felixmoreau
—
Operations

3:00 PM

Three calls. Zero admin between them.

You run three calls back-to-back. Each one is recorded, transcribed, and summarized. Follow-up drafts are generated for all three. Commitments are extracted and tracked. CRM records are updated. When you come up for air at 4:15, all three calls are handled — drafts waiting in your review queue, tasks tracked, records current.

Meet +Follow-up +To-dos +
Drafts
Show Completed
Due Today2 Drafts
Sarah ChenRe: Meridian Health - Q2 Migration Timeline Confirmation
HighToday1

Sarah requested confirmation on the sandbox delivery timeline and compliance documentation before the Q2 board meeting. A response addresses both blockers...

James HartleyRe: Westbridge Partnership - Technical Integration Next Steps
HighToday1

James asked for a 20-minute working session with their engineering lead to walk through the API architecture. A draft proposes Thursday at 2pm...

Tomorrow1 Draft
Lisa ParkRe: Apex Solutions - Pricing Clarification
MediumTomorrow1

Lisa's team raised concerns about per-seat pricing at scale. A draft quantifies the ROI against their current manual process and proposes a pilot...

Due Within Week1 Draft
David ChenRe: Oakridge Financial - Annual Licensing Agreement
MediumMar 121

David requested a comparison document between the current plan and the enterprise tier. A draft attaches the breakdown and proposes a call with their CFO...

5:15 PM

Tomorrow is already handled.

You open Klipy one last time. Two remaining items from the afternoon — a drafted follow-up and a suggested meeting booking. Approve one, snooze the other for morning. Your pipeline view is current. Tasks are prioritized for tomorrow. Your 9 AM has a pre-meeting brief already queued. Close your laptop.

Daily Game Plan +Pipelines +
Home

Good evening, Alex

I need your review1 item to review
Suggestion Medium Nick Pallanck Mar 10

Schedule technical demo with engineering lead

SnoozeReview

That's the day. Every day.

No logging. No context-switching. No admin between calls. Connect your email and calendar, and the first day looks like this.

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