AI workflows and training for sales teams
Quote follow-ups, proposals and CRM updates, drafted by Claude in the tools your team already uses. Each person also gets a learning track to set them up, inside your company's rules.
Two minutes. No sign-up.
Starts with19 in the library
Sales
Follow up on every open quote, every weekday
A morning list: follow-ups drafted and waiting for your OK, replies read, and the stage each deal should move to.
Safe version
Have a reply ready for every customer email waiting on you
A morning list of customer emails by urgency: replies drafted for your OK, the ones that need a decision from you, and the ones that can wait.
Safe version
Answer every new inquiry the same day
A list of new inquiries, the promising ones first, each with a reply drafted for your OK and the one question that unblocks the quote.
Safe version
- ready workflows
- 19
- steps in its learning track
- 6
- courses its track uses
- 1
- with a safe version
- 17
01 Do
19 ready workflows
Each person's plan starts with the first three and picks the rest by the tasks they name. Every one runs in the Claude your people already use.
WorkflowRunsWorks withVersion
Starts with· 3
Follow up on every open quote, every weekdayEach weekday morning Claude finds the quotes with no answer, drafts a short follow-up for each, reads the replies that came in, and tells you which deals moved.Every weekdayEmail, CRM, ERP, Excel or SheetsSafe version
Have a reply ready for every customer email waiting on youEach weekday morning Claude goes through the customer emails nobody has answered yet, works out what each one needs, and drafts the replies it can. Questions about an order are answered from your open orders list.Every weekdayEmail, ERP, Excel or SheetsSafe version
Answer every new inquiry the same dayEach weekday morning Claude reads the requests that came in since the last run, by email or your website form, and drafts a reply to each one: an answer to what they asked, and the details you still need to quote.Every weekdayEmail, CRM, Excel or SheetsSafe version
Also in the library· 16
Turn a customer request into a first-draft proposalGive Claude the request and your past proposals. It drafts the next one in your structure, with what is not included written down, and tells you separately what worries it about the job.When you need itWord or Docs, EmailSafe version
Answer price list questions in minutesClaude drafts answers from your current price list and terms, quotes the line it used, and flags anything that needs a person.When you need itExcel or Sheets, Email, WhatsAppFull
Answer "your price is too high" without giving the discount awayPaste the customer's pushback. Claude works out what is really behind it and drafts a reply that holds the price with what this customer said they care about, plus a few things you could give instead of a discount.When you need itWord or Docs, EmailSafe version
Clean notes and a follow-up email after every customer meetingPaste your rough notes or a call transcript. Claude writes the summary, what each side promised, the follow-up email and the lines for your CRM.When you need itWord or Docs, EmailSafe version
Keep the CRM up to date from your inboxAt the end of each day Claude reads your customer emails and meeting notes and lists what changed: next steps, dates, stage moves and what you promised. Nothing goes into the CRM until you import it.Every weekdayCRM, Email, Excel or SheetsSafe version
Review the whole pipeline every weekEvery Monday Claude reads the open deals and your inbox and lays out every deal: its stage, the last contact, the next step and who owns it. Deals that slipped, went quiet or are waiting on you come first.Every weekCRM, ERP, Email, Excel or SheetsSafe version
Write the monthly sales report: what you won, what you lost and what closes nextAt the start of the month Claude reads last month's orders, the quotes won and lost, and the open pipeline, and writes the report for the owner: the numbers against last month, why deals were lost, and what is likely to close next.When you need itERP, CRM, Excel or Sheets, Email, Word or Docs, PowerPointSafe version
Find the customers who stopped ordering, and write to each oneOnce a month Claude reads your sales by customer and finds the ones who went quiet by their own rhythm, like a customer who ordered every month and has not for three. It ranks them by what they were worth and drafts an honest check-in for each, not a sales pitch.When you need itERP, Excel or Sheets, CRM, EmailSafe version
Follow up every trade fair contact within a weekAfter a fair, give Claude the contact sheet and your notes. It looks up each company, drafts a first email that picks up what you talked about at the stand, and writes one more short email for those who do not answer.When you need itExcel or Sheets, EmailSafe version
Chase every overdue invoice each week, with the reminders already writtenEvery Monday Claude reads the open receivables, drafts a reminder for each customer who is late, in a tone set by how that customer usually pays, and reads what customers said about payment since last week.Every weekEmail, ERP, Excel or Sheets, WhatsAppSafe version
Walk into every outside meeting with a one-page briefEach weekday morning Claude looks at today's calendar and, for every meeting with people from outside, writes a brief from your emails, your files and recent news: the history, what is open on both sides, and what to ask.Every weekdayEmail, CRM, ERP, Word or DocsSafe version
Decide in an hour whether a grant call or tender is worth applying forGive Claude the call or the tender documents. It checks every eligibility rule against your company profile, says what applying would cost you in time, money and promises, and gives a plain verdict: apply, apply only if, or skip.When you need itWord or Docs, Excel or SheetsSafe version
Turn each client's platform exports into their monthly reportAt the start of the month Claude reads one client's platform exports and last month's report, and writes the report the client actually reads: what grew, what worked and what to do next.When you need itPowerPoint, Word or Docs, Excel or SheetsSafe version
Turn a client brief into next month's content calendarGive Claude the client's brief and last month's calendar. It plans the month: dates, platforms, formats and a working idea for every post, spread across the brief's goals.When you need itExcel or Sheets, Word or DocsFull
Chase every post still waiting for client approvalEach weekday morning Claude checks the approval tracker against the client threads, drafts a short reminder for every post still waiting, and puts the posts about to miss their date at the top.Every weekdayEmail, Excel or Sheets, WhatsAppSafe version
Answer a customer complaint the same day, and brief your teamPaste the complaint. Claude drafts a calm first reply that says what happens next and by when, and writes the note your quality or production team needs to start: what was found, how many, which lot, how urgent.When you need itEmail, Word or DocsSafe version
Every workflow has a Google Workspace and a Microsoft 365 version. Pick Microsoft 365 and they name Outlook, OneDrive and Excel instead of Google's tools.
02 Learn
A learning track of 6 steps.
Lessons and packs in the order this team needs them, from the first Cowork session to safety, cost and trust. Every seat gets every course as well.
Department track
- Your first Cowork sessionModuleWork with Claude Cowork
- Research and synthesisModuleWork with Claude Cowork
- Connectors and automationModuleWork with Claude Cowork
- Safety, cost, and trustModuleWork with Claude Cowork
Courses and packs its track uses
03 Your rules
Your rules, on every one of them.
Pick what never goes into AI. A workflow that touches it switches to a safe version; one that cannot work without it is taken out, by name.
If your company keeps outWorkflows it touchesSwitch to a safe versionTaken out
Kept out of AI· 4
Technical drawingsWorkflows it touches6Switch to a safe version6Taken out0
PricesWorkflows it touches15Switch to a safe version14Taken out1
Customer personal dataWorkflows it touches17Switch to a safe version12Taken out5
Company financialsWorkflows it touches2Switch to a safe version2Taken out0
You see names, steps, workflow states and counts. Never what anyone wrote.
See what your Sales team would get.
Two minutes, no sign-up: a plan of ready workflows for the tasks that eat their week.
Every department has its own page