Warm Desk

Get the admin off the desk. A person approves it.

A half-day working session that shows your team how to hand call notes, follow-ups, scheduling and client updates to the AI assistant you already pay for. They check every line. Nothing about a client or a candidate is decided by a machine.

See the workshop Email Conor

For recruitment agencies, customer success teams and estate agents. London, Kent and the commuter belt. Which desk is yours?

Gone quietSynthetic data, no real peopleDemo time 00:00
Ranked this morning, across email, calls and the CRM
1Priya K.Placed by you, March. Hybrid pattern was the deciding factor.41 days
2Dartford LogisticsThree roles filled last year, nothing since March.118 days
3Tom A.Second interview elsewhere last month, outcome unknown.23 days
Draft to Priya, in Sam's voice

Hi Priya, Sam here. It's been a few weeks since the move to Dartford. How is it going? If the hybrid pattern is holding up, great. If not, I have two roles on that would suit. Worth ten minutes this week?

From the record: placement date, location, the hybrid pattern. Not in the record: whether she is looking. Asked, not assumed.

RankedDraftedChecked by a personSent
Built for an account team before Warm Desk. Two meetings booked the day it went live.Shown finished

Your tools already talk to each other. Nobody has shown your team how.

Your CRM, your inbox, your calendar and your phone system can already feed the assistant you pay for through Microsoft 365 or Google Workspace. The workshop shows the team what a connector is, which of your tools can link today, and which link to make first.

Then I build the rest, on your accounts and your keys, with a person approving every step. The product is the knowledge. The tools stay yours.

CRMthe one you pay for
Inboxreads and drafts
Calendarfinds the slots
Phonecall transcripts
The assistant you already pay forMicrosoft 365 or Google Workspace
One draft, with everything it read listed

Hi Priya, Sam here. It's been a few weeks since the move to Dartford. How is it going?

Read: CRM record, last two emails, Tuesday's call
Approved by Sam

How working together goes

  1. Half a day

    The workshop

    Half a day at your office. Four workflows everyone on the desk can run the next morning, a one-page AI usage policy, and a baseline of where the team's hours go.

    £900 for up to 12 people

    What happens on the day
  2. Five working days

    The audit

    Five working days on the one workflow your team kept using. You get a process map and three costed options for running it properly.

    £950, credited against a build

    How the audit works
  3. Fixed price

    The build

    The chosen option, wired into your CRM and inbox, running on your own accounts, with a person approving each step. Fixed price, quoted in the audit.

What runs on your desk

The workshop puts the first four on everyone's desk the next morning, with a prompt pack in your team's own voice. The rest are built after the audit, on your accounts, with a person approving each step.

Workshop

Call notes to the CRM

A call transcript becomes a note in your CRM fields, with a list of anything the person did not actually say.

CandidatePriya K.
Notice4 weeks
PatternHybrid, 2 days
SalaryNot stated
Workshop

Get your tools talking

What connectors are, in plain English, and a map of which of your tools can already talk to the assistant: the CRM, the inbox, the calendar, the phone system. The team leaves knowing which link to make first.

Inbox connected, reads and drafts, never sendstoday
Calendar connected, finds the slotstoday
CRM connector available, needs the business planfirst link
Phone system transcripts by export for nowlater
Workshop

The Monday client report

Every client gets a Monday update in their account manager's own voice, built from the live pipeline: what was done, what moved, what happens next. Nothing is typed twice and no client has to chase on a Tuesday.

Priya K.2nd interview
Tom A.Offer out
Credit controller, Dartford3 in process
Every statusmatches the pipeline
Workshop

Your prompt pack and the one-page policy

The prompts your team wrote on the day, in your voice, saved in the tool you already pay for, and the usage policy that says what the assistant never touches.

Brief to search plan a job brief into a search string and screening questionsprompt
Reply in my voice three replies from one thread, nothing sentprompt
Never screen, rank or reject a candidatepolicy
Build

Gone quiet

Every client, account or candidate ranked by how long since you last spoke, across email, calls and the CRM. The opener is drafted from the record, the follow-ups are tracked in the same place, and nothing goes out until a person says so.

1 Priya K. placed March, hybrid pattern41 days
2 Dartford Logistics nothing since March118 days
3 Tom A. outcome unknown23 days
Build

The quiet-client alert

Each client compared with its own normal pattern, not a company average. You hear the week it goes quiet, not the quarter.

Usual weekLast weekThis week
Build

One desk for everything

The assistant reads your CRM, inbox, calendar and call notes together, tells each person what needs them today, drafts it, and sends nothing without their say-so. The biggest thing I have built, and the one teams ask about once the first three are running.

Today two interviews, one offer waiting on the client08:00
Chase Priya K., Dartford Logisticsdrafts ready
Sign off Monday report for two clientsneeds you
Reads CRM, inbox, calendar, call notesone place

The rules I work to

  • A person approves everything the assistant writes before it reaches a client, a customer or a candidate.
  • No person is screened, ranked or rejected by AI. In recruitment the ICO treats that as the highest-risk use, and I don't teach it anywhere.
  • We use the tools you already pay for. If you only have free or personal accounts, the day runs on made-up data and choosing a business plan goes into your policy.
  • All the data on the day is synthetic. Nobody has to think about GDPR during the exercises.
  • Anything I build runs on your accounts and your keys, and you own it.

Things I've built

Before Warm Desk I worked in customer success at a B2B software scale-up of about 400 staff. These are three tools I designed and built there. Each one keeps a person in charge of what goes out.

  • One desk for an account team

    Tells each account manager what needs them today and drafts the work. It never sends anything without their say-so.Picked up for rollout across a global team

  • Gone quiet, for an account team

    Ranks every account by how overdue it is for a conversation, then drafts the opener from the account's history.Two meetings booked on the day it was built

  • A daily quiet-account alert

    Compares every account with its own normal pattern rather than a company-wide average.Caught two customers quietly leaving in its first two months

Which desk is yours?

Recruitment agencies

The recruitment desk

UK recruiters report 17.7 hours of admin for every vacancy (People Management). Call notes to the CRM, the scheduling chase, and Gone quiet for candidates and clients.

Read the page
SaaS customer success

The customer success desk

Renewals, quiet accounts and the Monday update, built from the CRM and the inbox you already have. Nothing goes to a customer unsigned.

Email Conor about a customer success desk
Estate and letting agents

The lettings desk

Applicants, landlords and vendors who have gone quiet, chased in the office's own voice, with every viewing and follow-up in one place.

Email Conor about a lettings desk

Who you'd be working with

I'm Conor. I spent three years on an agency desk, then moved in-house as a Talent Partner, buying from agencies. After that I worked in software, where I ran AI training sessions for sales and customer success teams across several countries and built the tools above.

I know what a Monday on the desk looks like, and I know which AI promises survive contact with one.

Email Conor

conor@warmdesk.co.uk. I reply within one working day.