Agent Role
Client Relations Manager
No lead goes cold. No client goes silent.
What they own
Inbound messages, lead monitoring, meeting prep, follow-ups, and pipeline hygiene. They handle the volume of client communication so every conversation gets a response and every commitment gets tracked.
Relationships are won in the moments between meetings — the follow-up that arrives before the client moves on, the brief that shows you remembered everything. Your agent owns that window. You focus on the conversation itself.
What changes for you
Monday, 7:45 AM
Three warm leads came in over the weekend.
All three flagged, ranked by likelihood to convert, and personalised follow-up drafts ready. Response time under two minutes from each inquiry.
You replied before your competitors woke up.
Wednesday, 10:00 PM
(scheduled — runs automatically before Thursday's call)
LinkedIn profile pulled. Past meeting notes surfaced. Open commitments from your last call flagged. One-page brief in your inbox at 7am.
You walked in knowing more than they expected.
Thursday, 4:15 PM
Meeting wrapped. Transcript processed.
Action items extracted. Follow-up drafted and sent. Next steps logged to CRM. Reminder set for next Thursday.
Nothing fell through the cracks.
What they can do
How to bring them on board
Provision your vessel
Client conversations on dedicated infrastructure. No shared tenants. Private by default.
Set your LLM provider key
Add your Anthropic, OpenAI, or Google API key. This is what powers the agent — without it, nothing runs. Takes 30 seconds in the Studio.
Connect your channels
WhatsApp, email, Slack, Telegram — wherever your clients reach you. Your agent meets them there.
Give it your context
Past conversation history, your response style, your CRM structure. The agent learns how you handle relationships.
Route the first inbound message
Forward a real client thread. Review the draft response. Adjust once. From here it handles similar conversations on its own.
Skills to install
These ClawHub skills unlock the capabilities above. Scan each before installing — the trust scanner catches known malicious skills.
Gmail
Monitor inbound leads, draft and send follow-ups
clawhub install gmailScan before installing →Google Calendar
Schedule follow-up calls, detect prep windows
clawhub install google-calendarScan before installing →Notion
Store client notes, relationship context, open commitments
clawhub install notionScan before installing →Web Search
Pull company backgrounds and news for meeting prep
clawhub install web-searchScan before installing →HubSpot
Log contact updates, pipeline stage changes, next steps
clawhub install hubspotScan before installing →Common questions
Which CRM and communication tools does it integrate with?
HubSpot (for pipeline logging), Gmail (lead monitoring and follow-ups), Google Calendar (scheduling), Notion (client notes), and WhatsApp, Slack, and Telegram for inbound messages — via installable skills.
Does it send messages to clients automatically?
No. The agent drafts responses and follow-ups for your review. You decide what goes out. Client relationships carry your name — the agent handles the volume, you keep judgment over what's sent.
How does it prepare for client calls?
The night before a scheduled call, it pulls the client's LinkedIn profile, surfaces past meeting notes and open commitments, and delivers a one-page brief so you walk in fully prepared.
What counts as a warm lead it will prioritise?
You define the criteria — company size, keyword signals, source channel, or past engagement. The agent ranks inbound messages against those criteria and flags the highest-likelihood conversations first.
Your agent drafts. You decide what goes to the client.
Every response, follow-up, and outreach your agent prepares is a draft for your review, not a finished send. Client relationships carry your name — the agent handles the volume, you keep the judgment over what goes out and what stays back.
