Complete 10-Step Claude Project Setup for Sales

What this workflow produces: A fully configured 10-step Claude Project setup covering all major sales workflows.

  1. Create the project with a clear name and purpose
  2. Upload core product and ICP documentation
  3. Configure brand voice and tone instructions
  4. Add competitive context and battlecards
  5. Set up discovery question templates
  6. Configure proposal writing instructions
  7. Add objection handling reference
  8. Set up post-call analysis instructions
  9. Configure pipeline review format
  10. Test all 8 core workflows with sample inputs