Your book of business — pipelines, clients, deals, activities, renewals.
Open CRM →AI assistant for drafting, analysis, research, and building.
Open Claude →Second AI assistant for drafting and quick work.
Open ChatGPT →Your inbox — where client and prospect threads live.
Open email →What needs you today — across prospecting and account management.
Cadence, lead scoring (hot/warm/cold), AI reply drafts, strike list.
Self-tracking renewal checklists with behind-schedule alerts.
Client issues, AM accountability, email intelligence, prep packs.