How to stay organised when managing multiple clients

Running multiple client relationships takes time. But most of that time isn't spent in meetings; it's spent on everything around them.

Finding the last email. Remembering what was decided. Reconstructing what someone committed to three weeks ago. Preparing for a call you didn't have time to prep for.

In this Lunch and Learn, Ugo Maronilli shares the three-rule client context system he uses to run multiple relationships without a PA, EA or chief of staff, and get back hours every week in the process.

This system works today with the tools you already have – no new software required.

Ugo will also show how AI memory automates the whole thing for founders who want it to run itself.

Topics covered in this session

• The two-minute habit that stops context falling through the cracks: What to write down after every client interaction so you never spend time reconstructing it later
• The Monday morning review that keeps your client relationships healthy: A five-minute weekly check that catches slipping commitments before they become problems
• The four questions to answer before every client call and how to get to those answers in under five minutes, with or without AI

About the speaker

Ugo is a commercial and operational leader with over 20 years of experience managing complex client relationships across global corporations in automotive, industrial and professional services.

He has spent his career finding better ways to do things - and when he couldn't find a tool that solved the context problem every founder faces, he built one.

Kortyx is an AI organisational memory tool that watches your inbox and calendar, extracts what matters, and builds context automatically - so founders and business owners never walk into a client conversation without the full picture.

If you have any questions you'd like Ugo to answer during the webinar, please send them to events@enterprisenation.com.

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