For fractional executives, B2B consultants, and strategic advisors

AI Client Strategist

Manage your portfolio of strategic client relationships

Runlo is the AI strategist for fractional execs, B2B consultants, and advisors managing 5-15 retained clients. We don't help you sell — we help you deliver. Three rituals every week: prep brief before each meeting, debrief 15 minutes after it ends, weekly synthesis on Friday. Cross-client memory you can inspect, edit, or delete.

Get started — $149/month See how it works

5-min voice debrief — what mattered, not every wordCatch renewal risk before it shows up in numbersThree weekly rituals: prep, debrief, synthesisEvery commitment captured, none droppedConfidence trend per client — drift surfaced early

This morning's debrief

Acme Q2 review prep

1 confidence drop flagged

Voice note received at 7:42 AM

"Prep me for the Acme Q2 review tomorrow. Tom owes me the revised budget by Thursday. And note for the file — Sarah's getting nervous about runway again."

Captured:

Commitment: Tom owes revised budget by Thursday
Prep brief queued: Acme Q2 review @ 10:00 AM tomorrow
Pattern matched: "Champion Internal Pressure" — Sarah's runway anxiety while still championing is a known precursor signal

Tomorrow's prep brief

10:00 AM Acme Q2 review. Runlo pulled last debrief (confidence 7), 3 open commitments from your side, and fresh public-web context on their Series B announcement last week.

Visible client memory

Acme — Tom (champion), Sarah (CFO)Acme Q2 — renewal OctPinned: Sarah wants board pre-readsOpen: revised budget (Tom, Thu)

Confidence across portfolio

Last 3 debriefs per client. Trend arrows surface what to prep for the weekly read.

Acme: 8 → 7 → 6 (runway concern)
HR Claw: 6 → 6 → 7 (champion landed)
Beta Inc: 6 → 7 → 8 (steady momentum)

Approval + control

Sensitive actions wait for approval. Memory stays editable. You can delete any client data, any time.

Who Runlo is for

Three flavors of portfolio professional

Same product, three ways to describe it depending on what you call yourself.

For Fractional Executives

Hold context across portfolio companies without losing the thread

Fractional CRO, CFO, CTO — managing strategic relationships at multiple companies simultaneously is the job. Runlo holds the context for each engagement: confidence trends, open commitments, stakeholder maps, and what to bring to next week's check-in. After every client call, a 5-minute Telegram debrief captures what mattered.

For B2B Consultants

Persistent context across every retainer

3-8 active retainers, each commanding 30-50 hours of brain space a month. Switching context between clients is real cognitive work. Runlo gives each engagement persistent memory — what's at risk for renewal, which champion is under pressure, what frameworks are most useful — and surfaces it 30 minutes before your next call.

For Strategic Advisors

Across founders, accounts, and customer engagements

Advising 10 founders, board seats across 4 companies, or independent advisor engagements with quarterly check-ins — the shape is the same: a portfolio of strategic relationships, irregular touchpoints, decisions made between meetings. Runlo's strategist sits in that between-meeting space.

How it works

Three rituals. Every week. Across every client.

The same disciplined loop you'd run for one engagement — except Runlo runs it across every active client in parallel, without the overhead.

30 minutes before each meeting → prep brief

Attendee context, last meeting's debrief, open commitments, and fresh public-web context on the company. You walk in already up to date.

15 minutes after each meeting → debrief

Three questions in Telegram or Discord. Voice or text, 5 minutes. Confidence score, decisions, and commitments — captured before you context-switch to the next client.

Friday 5pm → weekly portfolio synthesis

A read across every active engagement: who's healthy, who's drifting, what's overdue, what to focus on Monday.

Plus: every memory is visible and editable. Confidence trends, stakeholder maps, open commitments — all yours to inspect, correct, or delete.

Between the rituals

Three watchers running in the background

Rituals fire at meeting beats. These run continuously, keeping the strategist's picture of your portfolio fresh.

Morning briefing

Every weekday: today's meetings, open commitments, emails to handle, news touching your clients. One read before the day starts.

Voice capture

Speak a thought. Runlo extracts the commitments, decisions, and contacts and routes them to the right engagement. No typing, no tagging.

Relationship watcher

Continuous scan for stakeholders you haven't contacted in 3+ weeks. Surfaces drift before a champion goes cold.

All enabled by default. Disable any of them in Settings.

The strategist edge

29 battle-tested playbooks. Cited only when they apply.

Runlo doesn't generate generic advice. It pattern-matches your client situation against a curated library of named playbooks — Champion Turnover, Renewal at Risk, Chronic Scope Creep — and surfaces the one that fits. You hear the framework name. You decide if it applies.

Relationship management

Champion Turnover · Stakeholder Map Drift

Renewal & retention

Renewal at Risk · Pricing Increase Conversations

Service recovery

Scope Creep Response · Difficult Conversations

Growth & expansion

Land-and-Expand · Quick Win Identification

Deal structure

Discovery First 30 Days · Economic Buyer Absent

Competitive threats

Competitor Evaluation Signal

Fractional-specific

Time Allocation · Sponsor Relationship

Off-boarding

Engagement End

Situation

Your champion got a new VP above them last quarter.

Champion Turnover or Role Change

Trust contracts reset when the champion changes. The new VP sees your work as inherited cost, inherited value, or unknown. Window to reframe: 14 days. Common trap — assuming the existing champion still owns the relationship.

Situation

Client keeps adding small asks — "while you're at it," "one quick thing."

Chronic Scope Creep

Each accommodation re-anchors expectations. Scope discipline is the consultant's responsibility, not the client's. Two response patterns work — the relationship-currency one is only appropriate when your champion is under heavy political pressure.

Situation

Renewal in 3 months. Reply latency stretched from 24h to 5 days.

Communication Latency Shift

Latency shifts before renewal are rarely random. Three hypotheses to test before assuming disengagement: champion pressure, budget reallocation, or competitive evaluation. Don't escalate until you know which.

Not another CRM

Salesforce wants to help you close the deal. Runlo helps you keep it.

CRMs are built for pipeline, leads, and conversion — everything before the contract is signed. Runlo lives in the half of the business no one serves well: ongoing client engagements, weekly rhythm, renewal risk, commitment hygiene.

Keep your CRM. Add Runlo on top.

Two ways to buy the same Strategist

Bring your own OpenAI key for the lowest platform fee, or let Runlo handle everything end-to-end.

Trial

Free14 days

Try the full AI Client Strategist for 14 days. No credit card.

Full Strategist features, no setup
Runlo's platform keys included
Cancel anytime

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Flex

$39/month

Full Strategist, your OpenAI key. For solo operators who already have an OpenAI account.

Full Strategist features
Bring your own OpenAI API key
Lowest platform fee

Start with Flex