This page answers: what each client and I have discussed, what I quoted, what comes next, and who I should follow up with today.
Client pages and follow-ups
One page per client, with what you discussed, what you quoted and what happens next. A reminder when a buyer goes quiet. A briefing every morning that lists who to follow up with today.
One page per client
When you handle dozens of buyers alone, the hard part is remembering where each conversation stopped. Each client page keeps three things together:
What you discussed
Emails in order, with translations of anything in another language. See the translated inbox.
What you quoted
Every quote you sent, with its numbers and their sources. See inquiry to quote.
What comes next
Send samples, chase payment, or wait for the buyer. Visible at a glance.
A reminder when a buyer goes quiet
RelaySolo keeps track of quotes that get no answer. When a buyer hasn't replied for a few days, a reminder appears in your morning briefing, so you don't have to remember.
The AI can draft the follow-up from that client's history, and it is sent only after you confirm. For follow-ups that don't annoy buyers, read when a buyer goes quiet.
A briefing every morning
Open RelaySolo and the first thing you see is the morning briefing: who to follow up with today.
Example: a morning briefing
A buyer in Poland: no reply since the quote went out
A buyer in Spain: wanted to see samples first
A buyer in Turkey: new inquiry, not answered yet
New inquiries show up in the briefing too. How to answer the first one: how to reply to a new inquiry. How to word the quote: how to write a quotation email.
The AI puts the briefing together from the client history and to-dos on your computer. With a provider's model it needs an internet connection and uses your own key; you can also use a local model you installed yourself. See AI models and keys.
The AI remembers what clients told you
A buyer only wants a certain packaging. Another is closed next month. A third had a problem with the last shipment. AI memory keeps track of these, and uses them the next time it drafts an email or you ask a question.
AI memory is stored on your own computer, next to your client pages. For how answers about your products cite their sources, see your files.
You can also look up client pages from your own Claude or ChatGPT. See use it in Claude or ChatGPT.
Where this feature's data goes
- Client pages and history, on your computer
- AI memory, on your computer
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Use AI When drafting a follow-up, asking about a client or building the briefing
- What
- That one question, plus the parts of the history and memory the answer needs. Only what is relevant to that client, not all your clients.
- To
- The model provider you chose, straight from your computer with your own key.
All four cases are on where your data lives; what this website records is in the privacy policy. Client pages are stored on your own computer, with no copy on our side, so set up a backup.