Claude Marketing & Sales OS Foundation — Onboarding Workflow

What this workflow produces: A Claude Project configured as the foundation for all marketing and sales AI workflows, covering brand voice, ICP definition, messaging framework, and core assets.

1. Step 1 — Define the Claude Project scope

   Create a Claude Project called "Marketing & Sales OS." Upload: brand voice guide, ICP definition, product overview, competitive landscape, messaging pillars.

2. Step 2 — Configure project instructions

   Write instructions that define: always speak in [brand voice], always reference [ICP], always use [messaging pillars] when framing value.

3. Step 3 — Test with core outputs

   Run test prompts for: cold email, LinkedIn post, discovery question set, proposal section. Validate output matches brand standards.

4. Step 4 — Onboard team

   Share project access with the team. Run a 30-minute session on how to add inputs and interpret outputs.