Keep every client warm without writing a single update.
Patricia pulls what your team actually shipped for each client, drafts the weekly what-we-did-and-what-is-next note in your voice, and sends it on your approval. Clients feel looked after every week, and nobody spends Friday writing updates.
✉️ Northwind weekly update is drafted from what shipped this week:
- Launched the new search campaign, live and pacing well
- Approved and shipped 6 spring social creatives
- Next week: the landing-page test goes live and the September plan lands
@Pati add the CPA improvement and send it to the client contact.
Done. Added the 14% CPA drop with a line on why it matters, and sent to the Northwind contact in your voice. That's all six clients updated for the week, and I'll draft next Friday's the same way.
The old way
How agencies do this today.
Clients churn quietly when they feel forgotten, and the weekly update is the first thing that slips when the team is busy.
The silent client
Three weeks go by with no word because everyone was heads-down, and the client starts wondering what they are paying for.
The Friday-afternoon scramble
Someone tries to remember everything that happened this week for six clients, from memory, at 4pm on a Friday.
The update that undersells the work
A rushed note lists two things when the team actually shipped ten, so the retainer looks thinner than it is.
Inside Patricia
What it looks like when she owns it.
Setup
Running in minutes, then it's hers.
Step 1
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Step 2
Connect Asana and email
So the update is built on what the team actually shipped, and goes out from your own inbox.
Step 3
Set the cadence and voice
The day it goes out, the client contact, and the tone. She learns your voice from the first few.
Step 4
You approve, she sends
Each week she drafts the update per client from what shipped. You OK it, she sends, and the client feels looked after.
Weekly client updates
What she takes off your plate.
Real behavior of the skill, not a feature list.
Built on what actually shipped
She pulls the week's work from Asana, so the update reflects everything the team did, not the two things someone remembered.
Writes it in your voice
A short, warm what-we-did-and-what-is-next note per client, in your tone, so it reads like the account lead wrote it.
Never lets a client go quiet
Every client gets their update every week, so nobody churns quietly wondering what they are paying for.
Sells the work fairly
She surfaces the wins worth calling out, like a CPA drop, so the retainer looks as valuable as it actually is.
You stay in control
She drafts and posts for approval. You send with a click, tweak a line, or hold one to handle personally.
Feeds the monthly report
Each weekly update rolls up, so the monthly report writes itself from a month of real activity.
Say it like you'd say it
Things to ask her on day one.
Draft this week's update for every client
What did we ship for Northwind this week?
Add the CPA improvement to the Northwind update
Send the approved updates to the client contacts
Which clients haven't heard from us in two weeks?
Keep going
One skill down. She has more.
Patricia's value compounds when the whole workflow lives with her, not just one job.
Patricia + Slack
Where the draft lands each week and where you approve what gets sent.
FAQ
Weekly client updates, answered.
How is this different from the monthly report?
The monthly report is the deep performance analysis. This is the light weekly touch, a short note on what got done and what is next, that keeps the client warm in between. The weekly updates then roll up into the report.
How does she know what we did?
She reads what shipped from Asana and blends it with anything you add in Slack, so the update reflects the real week, not a memory of it.
Does she send without me?
Only if you want. By default she drafts and posts for a one-click send, so you stay in control of tone and what reaches the client.
Can she keep our voice?
Yes. She learns your tone from the first few and writes every update that way, so it reads like the account lead wrote it.
Is this all Patricia does?
No. Client updates are one job. The same teammate handles reporting, meeting recaps, creative, and the rest, all in the same Slack.
One of the jobs agencies hand her. See more client management use cases or browse them all.
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.