Done-For-You Claude AI Setup

We Set Up and Optimize Your Claude AI Account for Ongoing Sales Intelligence

Projects configured with your competitive intel and sales playbooks. Skills that generate prospect research, outreach, and proposals on command. MCP connections to your CRM and inbox. All built around your sales process.

$1,500 flat. 10 business days. Fully configured and documented.

Book a Discovery Call See Specific Builds

What We Set Up

Projects

Sales Intelligence Workspaces

Persistent Claude workspaces loaded with your ICP definitions, competitive battle cards, objection playbooks, product positioning, pricing, and case studies. Your reps open a Project and Claude already knows your business.

Skills

Sales Automations on Command

SKILL.md instruction files that tell Claude exactly how to produce your sales deliverables — research briefs, outreach sequences, call prep, proposals. Trigger a skill, get a finished output in your format and voice.

MCP Connections

Claude Wired Into Your Stack

Direct connections between Claude and your CRM, Gmail, Google Calendar, Drive, Slack, and Notion. Claude pulls prospect data, checks your pipeline, and searches your docs without leaving the conversation.

Specific Builds

Everything below is scoped to your sales process, your ICP, and your tools. Here's what a typical engagement looks like.

Projects We Configure

Sales Intelligence Hub

Your ICP, buyer personas, competitive landscape, win/loss patterns, and pricing loaded as persistent context. Every conversation starts informed.

Objection & Positioning Library

Common objections mapped to responses, competitor comparisons, and positioning angles. Reps get real-time coaching mid-conversation.

Account Research Workspace

A dedicated Project for deep account research — company intel, org mapping, recent news, and strategic angle development for target accounts.

Skills We Build

Prospect Research Brief

Generates a structured brief — company overview, key contacts, likely pain points, strategic angle, and recommended talk track — from a company name or URL.

Outreach Sequence Generator

Produces a multi-touch outreach sequence (email, LinkedIn DM, follow-up) personalized to the prospect's role, company situation, and your value prop.

Discovery Call Prep

Builds a call prep doc with account context, tailored discovery questions mapped to your methodology, and potential objections with responses.

Proposal & SOW Builder

Generates proposals in your template format — scope, deliverables, pricing, timeline, and relevant case studies pulled from your library.

Meeting Recap & Next Steps

Takes call notes and produces a formatted summary with action items, follow-up draft, and CRM update notes.

MCP Connections We Wire Up

CRM (HubSpot / Salesforce)

Claude reads pipeline data, contact records, deal history, and activity timelines. Research and outreach pull directly from your CRM context.

Gmail

Claude accesses email threads for conversation context — past outreach, replies, objections raised, and commitments made.

Google Calendar

Claude checks availability and upcoming meetings. Call prep skills pull context from what's already on the calendar.

Google Drive

Claude searches your shared drive for proposals, contracts, case studies, and collateral. Proposal skills pull the latest versions automatically.

Slack & Notion

Claude taps into team conversations and knowledge bases for deal context, internal updates, and documented processes.

How It Works

Discovery Call

30 minutes. We map your sales process, tools, and the deliverables your team builds every week. We scope the Projects, Skills, and MCP connections.

Build

We configure everything — Projects loaded with your intel, Skills tuned to your outputs, MCP connections wired to your stack. 10 business days.

Handoff

Documentation, recorded walkthrough, and live training. Your team runs the system on real prospects in the training session.

FAQ

Which CRMs do you connect?

HubSpot and Salesforce via MCP. Other CRMs with MCP support or API access can be scoped on the discovery call.

Does this work with our sales methodology?

Yes. Skills and Projects are configured around your framework — Gap Selling, MEDDIC, BANT, Challenger, Sandler, or your own internal process.

Do you need access to our accounts?

No. We deliver everything — Skills, Project configs, MCP setup instructions. Your team connects their own accounts. Credentials stay on your side.

How technical does our team need to be?

If they can use Claude's chat interface, they can use the system. No coding. No command line.

Do we need Claude Pro or Team?

Yes. Pro works for solo founders. Team is better for sales orgs — shared Projects and admin controls. We'll advise on the right plan.

What happens after the build?

30 days of support for adjustments. After that, the system is yours. Retainer engagements available for ongoing skill development and new MCP integrations.