Your AI Client Manager: Automating the Entire Client Communication Department
Recorded
1 x CPD hour
Every client touchpoint is a writing task. Your AI Client Manager handles all of them.
WHAT THIS SESSION IS ABOUT
Client communication is the invisible cost inside every practice. Responding to enquiries, drafting proposals, writing onboarding emails, chasing outstanding information, summarising meetings, sending follow-ups. None of it is billable, all of it is essential, and most of it sounds the same every time.
This session shows you how to deploy Claude as your AI Client Manager: a structured AI Employee with a defined communication role across the full client lifecycle. From first enquiry to annual renewal, your AI Client Manager handles the writing so your team handles the relationship.
WHAT YOU WILL WALK AWAY WITH
→ Live demo: a new client enquiry arrives, and you watch the AI Client Manager qualify it, scope the engagement and draft the proposal
→ Building the AI Client Manager: the exact configuration, instructions and boundaries that make it consistent and professional
→ The full client communication map: every touchpoint, who handles it, and what the AI Client Manager produces at each stage
→ Onboarding automation: how to brief new clients, set expectations and reduce back-and-forth by over 60% from day one
→ Meeting prep and follow-up: agenda drafted before, summary and action items sent within minutes of finishing
→ How to maintain your practice voice across AI-generated communications so clients never feel like they're talking to a bot
$99 inc GST. Replay available. 1 CPD hour.
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