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Claude for Revenue Teams

Research, outreach, and pipeline-hygiene partner

Book a scoping call →View syllabus
Who it's for
  • Account Executives, SDRs/BDRs, Sales Managers, and RevOps
  • Quota-carrying reps using a CRM — HubSpot, Salesforce, Close, Pipedrive
  • Works for an individual-rep skills day or a team offsite/kickoff
Best fit: Teams of 8–25
Format & duration

1-day intensive (recommended) or 2-day with an extended build sprint. On-site or hybrid, in English, Spanish, or Portuguese.

2-day extension adds

A half-day builder lab where 2–3 volunteer reps configure Claude Skills specific to your product and ICP, plus a manager-only session on coaching reps using Claude-generated call scorecards.

// LEARNING OUTCOMES

What your team walks out able to do.

01

Run account research and call prep in minutes instead of the 20–30 minutes reps currently spend per call

02

Turn call transcripts into structured CRM updates and drafted follow-ups automatically

03

Draft and personalize outbound sequences at scale using account and contact context

04

Build a pipeline-review and forecasting routine that runs itself weekly

05

Understand where Claude should NOT be trusted unverified — contact data, pricing commitments, legal claims

// PROGRAM SYLLABUS

One day, block by block.

Every block ends hands-on, against your own tools and real work. The closing capstone is a cross-functional build-and-present exercise — a genuine team-building session, not an icebreaker.

AM · 160 min

Why tools alone haven't worked — and what changes today

  • The adoption gap: tools vs. workflows
  • Claude vs. ChatGPT for GTM work: what to use Claude for
  • Live demo: a rep's full morning run on Claude Cowork
AM · 290 min

Account research & call prep

  • Building a repeatable research prompt for any target account
  • Connecting Claude to CRM, email, and calendar (MCP, no engineering)
  • Hands-on: each participant preps a real call on a real account
AM · 390 min

Post-call: transcript to CRM to follow-up

  • The /call-summary pattern: transcript in, structured notes + drafted email out
  • Setting up the routine once, running it forever
  • Hands-on: process a real (or role-played) call transcript
PM · 190 min

Outbound at scale, without sounding like a bot

  • Personalization from account signals, not mail-merge fields
  • Sequencing and follow-up cadences with Claude drafting, human sending
  • Hands-on: each rep drafts a 5-touch sequence for a real target list
PM · 260 min

Pipeline hygiene & forecasting

  • /pipeline-review and /forecast patterns for managers and reps
  • Spotting deal risk and stale opportunities automatically
  • Building a weekly forecast routine that runs without a spreadsheet marathon
PM · 360 min

Team build & demo day (capstone)

  • Cross-functional teams build one shared automation live
  • Each team presents their workflow to the room — a genuine team-building exercise
  • Wrap-up: 30-day adoption plan and rollout owner assigned per team
// HOW WE TEACH
  • 80% hands-on, 20% concept

    Every block ends with participants doing the workflow on their own real work, not a canned demo file.

  • Built on your tools

    Before the session, we scope your CRM, DMS/CLM, HRIS, CMS, ERP, or web/deploy stack and build every exercise around them.

  • Practitioner-led, not slide-led

    Delivered by someone who has configured Claude for a live business, not a certified-trainer script.

  • Skin in the game

    Every participant leaves with one real workflow submitted, not a completion certificate for watching a video.

// WHAT YOU RECEIVE
  • A tailored syllabus built around your real workflows and tools — scoped in a 30-minute call before the session
  • On-site delivery, in-person materials, and a shared workspace for exercises
  • A written 30-day adoption plan with named workflow owners
  • Attendance and completion reporting for L&D/HR/Compliance records
  • Shareable Open Badge–style certificate of completion per participant
  • 30 days of async support (Slack or email) for participants after the session
// PRICING

Flat fee per session. Not per head.

Foundation · Up to 12
€4,500 – €6,000ex. VAT
Team · Up to 25
€6,500 – €9,000ex. VAT
Team + Build Sprint · Up to 25
€9,500 – €13,000ex. VAT
All tiers →

Scope it for your team.

A 30-minute call to confirm the target team, tool stack, and format. Tailored syllabus and quote within 3 business days.

Book the scoping call →