Client Tracker

Your clients are constantly sharing valuable information about their priorities and challenges - but manually tracking all their communications is impossible. This automation helps you stay informed and identify opportunities to provide value.

🎯 Objective

Create an automated system that monitors your clients' public communications (website updates, blog posts, newsletters) and alerts you to relevant opportunities for outreach.

⚙️ The Basic Workflow

1. Set Up Monitoring (Make.com)

• Watch RSS feeds from client websites

• Monitor client newsletters via email

• Track client social media posts

• Create a standardized format for captured content

2. Process Updates (AI Analysis)

• Send captured content to Claude/ChatGPT

• Analyze for:

  • Major business changes

  • New initiatives

  • Potential challenges

  • Industry trends

  • Areas where you can add value

3. Generate Insights (AI Synthesis)

• Create summary of key points

• Identify specific opportunities for outreach

• Draft suggested talking points

• Rate urgency/importance

4. Take Action (Notification & Integration)

• Send high-priority alerts via email/Slack

• Create follow-up tasks in your task management system

• Log opportunities in your CRM

• Archive summaries for future reference

🛠️ Tools Needed

• Make.com (workflow automation)

• ChatGPT or Claude (content analysis)

• Email integration

• CRM system (optional)

• Task management tool (optional)

📝 Sample Make.com Workflow

1. Trigger: New post on client website (RSS)

2. Extract content and metadata

3. Format content for AI processing

4. Send to AI for analysis

5. Process AI response

6. Route results based on priority

7. Create notifications/tasks

🚀 Customization Options

• Add additional content sources

• Customize analysis criteria

• Modify priority scoring

• Adjust notification rules

• Integrate with different tools

⚠️ Keep in Mind

• Review AI analyses regularly to refine criteria

• Maintain a "human in the loop" for final decisions

• Respect privacy and terms of service

• Test thoroughly before relying on automation

• Start small and expand gradually

🔍 Example AI Prompt

CopyAnalyze this content from [Client Name]:
[Content]

Please identify:
1. Key business changes or initiatives
2. Potential challenges or pain points
3. Areas where legal support might be valuable
4. Suggested talking points for outreach
5. Priority level (1-5) with explanation

Format as a brief, actionable summary.

📈 Measuring Success

Track:

• Opportunities identified

• Successful outreach attempts

• Client engagement rates

• Time saved vs. manual monitoring

• Quality of AI analyses

This recipe provides a foundation - customize based on your specific needs and client relationships. Start with one or two key clients to refine the process before scaling up.