Use caseClient management

Client check-in and account review prep

One-page brief on the account before every check-in. Active roles, recent activity, risks, asks.

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01What it is/ client management

Part of client management.

Account check-ins, QBR decks, client-facing dashboards, and renewal prep that keeps accounts growing.

02How to build it/ four steps

Configure once. Run from then on.

The same template works whether your AI is Claude, ChatGPT, or our built-in agents. Connects with Email, calendar, your client billing data, branded portals.

01

Brief before every call

One-page brief on the account: active roles, recent activity, risks, asks. Auto-sent before the recruiter walks in.

02

Build the QBR deck from data

Quarterly business review decks generated from your placement and pipeline data. Charts, narratives, recommendations.

03

Give the client live visibility

Branded client portals show live activity, candidates, and progress. Reduces the 'where are we' emails to zero.

04

Watch the renewal clock

Auto-flag renewal windows. Surface the activity data the renewal conversation needs.

03Why it matters/ before vs after

What changes when this runs in Vitae.

Today, without VitaeIn Vitae
Stitched across email, sheets, scripts, and a chat window. Lives in someone’s head.A workflow inside one platform. Documented, repeatable, runnable by anyone.
Manual, easy to skip when busy.Triggered automatically. Runs at the right moment, every time.
Outputs land somewhere different every time.Outputs land on the candidate or account record. Single source of truth.
Re-onboarding pain when a new person joins.Anyone on the team can run it on day one.
04FAQ/ four questions

Common questions.

Short answers to the questions we get most often. Need more detail? Talk to sales.

Yes. Every workflow in Vitae is yours to shape. Pipelines, fields, rubrics, and steps all configure to how your team actually works. Start from this template, change anything.
05Related use cases/ same category

More in client management.

QBR deck generation

Quarterly business review decks built from your data. Charts, narratives, recommendations.

Build it →

Client-specific market intelligence

Per-client briefs on what is happening in their sector. Sent monthly, become indispensable.

Build it →

Renewal and retention campaigns

Auto-flag renewal windows. Trigger retention campaigns. Save the accounts before they churn.

Build it →
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Build this workflow in Vitae.

Configure once, run from then on. Plug in your own AI or use ours.

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