Your first 15 minutes should set the pace, not play catch-up.
Every seller's morning starts the same way: inbox, CRM, calendar, Slack, repeat. Twenty-five minutes gone before anything productive happens. Klipy changes that.
Trusted by the best rainmakers and sellers
The old way
Twenty-five minutes gone. You still have not done anything productive.
You open your laptop, check Gmail, check the CRM, check Slack, check your calendar, Google the person you are meeting at 9:30, re-read an email thread to remember where you left off, scribble three things on a sticky note.
Life with Klipy
Step by step.
1.Every morning, 8:45 AM
Open Klipy. Your Daily Game Plan is waiting.
Overnight, Klipy captured four emails, two WhatsApp messages, and a LinkedIn reply. All linked to the right deals. Your queue is organized by priority.
KlipyGood morning, Alex
In 45 minutes
Quarterly Review — Meridian Health
5 guests
Intro Call — Bright Labs
3 guests
Call summary + next steps for Meridian Health
Send pricing proposal to Sarah Chen
Re: Westbridge Platform RFP — Pricing Clarification
Re-engage dormant deal with Apex Solutions
Schedule technical demo with engineering lead
2.Review and approve
Review your queue.
Two drafted follow-ups, one suggested re-engagement, one deal stage update needing your confirmation. Each item has Approve and Snooze. You decide in seconds.
KlipyCall summary + next steps for Meridian Health
Send pricing proposal to Sarah Chen
Re: Westbridge Platform RFP — Pricing Clarification
Re-engage dormant deal with Apex Solutions
Schedule technical demo with engineering lead
3.Before your 9:30
Prep for your first meeting.
The pre-meeting brief is already assembled - relationship history, external signals, suggested talk track. You read it in sixty seconds.
KlipyGood morning, Alex
4.Open commitments
Check your tasks.
Three open commitments from yesterday, prioritized by deadline. Two are due today.
Klipy5.Four minutes later
Done. Four minutes. Coffee still hot.
You walk into your first call prepared and current. No tabs. No context-switching. No reconstruction. Klipy will join you on the call later.
What changes
The admin that used to eat your first hour is gone. You just sell.
Four minutes. No inbox archaeology, no tab switching, no scrambling before your first call. You open one screen, say yes or no a few times, and your day is ready.
Part of one product
This workflow touches
Frequently Asked Questions
Common questions about Klipy for Daily Planning.
I chose Klipy because it looked easy and suited the way I work. Having my PA as a platform is making me save approx 1-1.5hrs per day + saving the expense of a virtual assistant. Looking forward to what's coming next.
Phil BouwmanHead of Strategy & Commercialization, Million Circles
Daily Planning - Klipy Solution
Category: By Task & Job
Daily Planning is a solution page on Klipy.ai describing how sellers use Klipy to start their day in under five minutes. The workflow has five steps: opening the Daily Game Plan (powered by Interaction Capture across email, LinkedIn, WhatsApp, and calendar), reviewing and approving AI-drafted follow-ups and task suggestions, preparing for the first meeting using Instant Recall and Plan and Execute to generate a pre-meeting brief with relationship history and talk track, checking prioritized commitments via Task Suggestions, and walking into the day fully prepared. The page references six product features: Interaction Capture, Follow-up Drafts, Task Suggestions, Sales CRM, Instant Recall, and Plan and Execute. Every AI-generated draft requires human approval before sending. Klipy is CASA certified and GDPR compliant. Data is never used to train models.
Related features: Capture, Follow-up, To-dos, Sales CRM, Instant Recall, Plan & Execute
How long does it take to review my daily plan in Klipy?
Most sellers spend about four minutes reviewing their Daily Game Plan. You open Klipy, see everything that happened overnight, approve or snooze each item, and walk into your first meeting prepared.
What does Klipy capture while I am offline?
Klipy captures emails, LinkedIn messages, WhatsApp threads, and any other connected channels in real time. When you open Klipy in the morning, everything from overnight is already linked to the right deals and contacts.
Does Klipy replace my morning CRM check?
Yes. Instead of opening Gmail, then your CRM, then your calendar, then LinkedIn, Klipy consolidates everything into one screen. Your pipeline is already current because capture feeds it continuously.
Can I customize what shows up in my morning review?
Klipy prioritizes items by urgency and deadline. You can snooze items for later, approve drafts immediately, or dismiss suggestions. The queue adapts to how you work over time.
How does the pre-meeting brief work?
Ask Klipy to prep you for any meeting. It pulls relationship history across all channels, recent external signals like LinkedIn activity, open commitments from past conversations, and suggests a talk track. The brief assembles in seconds using Instant Recall and Plan and Execute.
Does Klipy send emails or messages without my approval?
Never. Every draft Klipy generates waits for your review. You can edit, approve, or dismiss. Nothing goes out until you say so.
What happens if I skip my morning review?
Nothing falls through. Items stay in your queue until you act on them. Klipy continues capturing and drafting in the background. When you come back, everything is waiting.
Can I ask Klipy questions about my deals during the morning review?
Yes. You can ask Klipy anything in natural language - which deals need attention, what you discussed with a contact last time, or to draft a specific follow-up. It searches across all your conversations and returns context in seconds.
Website: https://klipy.ai/solutions/daily-planning
Start closing the loop.
Free to start. No credit card. Connects to your email and calendar in two minutes. Your first follow-up drafts itself today.