byrobxAI.

///108 Account OS

The account team

Keeps every client informed, spots who is drifting away and turns good work into cases. You approve, it never sends.

BetaWorks end to end. Rough edges get fixed as people use it.

How the team works

  1. Start every new client with the same checklist
  2. Write weekly updates and monthly reports from your task board
  3. Check each client's health from real signals
  4. Spot renewals and requests outside the scope
  5. You approve every email
  6. Turn a finished project into a case

Who is on the team

  • accountmanagerLead

    Onboards clients, writes updates and reports, watches client health and finds the next job.

Every task it can do 7

  • onboarding-checklistMakes a start checklist and welcome email for a new client or hire.
  • statusupdateWrites a short client update from your task board, as a draft email.
  • klantrapportageWrites a monthly or quarterly client report. Results only with a source.
  • support-faqDrafts answers to client questions from an FAQ that grows by itself.
  • klantgezondheidRates each client on contact, open questions, payments and renewal. Risks first.
  • uitbreidingskansenFinds renewals and extra work clients asked for, with a draft message.
  • cases-verzamelenTurns a finished project into a case and drafts the request for permission.

Also included: intake, brain-voorstel, humanizer, anti-ai-slop.

What it does for you

Clients rarely leave with a bang. They go quiet. Account OS reads your mail, calendar, task board and CRM and tells you who you have not spoken to in weeks, which questions are still open and which invoices are late. Clients at risk go to the top of the list, each with a next step.

It also does the writing. A new client gets the same checklist and a welcome email. Every week you get a client update in plain language, every month a report with only the numbers that have a source. Client questions get a draft answer from your own FAQ, and the FAQ grows as you answer.

When a project is done, it writes the case: the problem, what you did, the result. Then it drafts the email that asks the client for permission and a quote. Renewals and requests outside the scope show up as concrete opportunities, with a draft message. Everything lands as files in output/.

What you need

  • Claude Code and a paid Claude plan
  • The brain (BX-001), or fill in the brand files with /intake
  • Optional: connections to your mail, calendar, task board and CRM (Gmail, Google Calendar, Microsoft 365, Notion, ClickUp, Asana, Slack). Without a task board it works from a file.
  • Optional: Projects OS and Finance OS next to it, for project status and open invoices

What it never does

It never sends an email, closes or deletes a task, or invites anyone. Client names, numbers and quotes are never used without the client’s permission.

Also in Operations