Setup time
2–3 hrs
First run
Time saved
~4 hrs
per month
Tools
Claude + CRM
Or a client list
Difficulty
Intermediate
No code
Cost
Free
To implement
What this workflow does
Analyse your existing client base using AI to surface upsell signals, expansion opportunities, and at-risk accounts — then produce a prioritised outreach list with personalised talking points and a concrete action plan for the week ahead. Turns reactive account management into a proactive, systematic growth process.
Who it's for
- Consultants managing 5+ ongoing client relationships
- Agency owners wanting to grow revenue without adding new clients
- Fractional executives or operators with a client portfolio
- Anyone who suspects there's untapped revenue in their existing base but hasn't had time to look
Input
Client list + account notes
CRM export or spreadsheet
45 min
Output
Prioritised outreach plan
With talking points + this week's actions
What you'll need
Claude AI (preferred)Your CRM export or a simple spreadsheetClient email history or notes (optional but improves output)
What good looks like
Top accounts — this month
5 prioritised growth conversations
Top opportunities
Est. value
€18k – €25k
Example output
- A ranked list of 3–5 clients, highest opportunity first
- A one-paragraph personalised outreach rationale per client
- Each entry flags the specific opportunity (upsell, renewal risk, expansion, referral)
- Talking points grounded in real account context, not generic check-ins
- Three concrete actions you can take this week — one per priority client — with a recommended channel