What this workflow produces: A fully configured 10-step Claude Project setup covering all major sales workflows.
- Create the project with a clear name and purpose
- Upload core product and ICP documentation
- Configure brand voice and tone instructions
- Add competitive context and battlecards
- Set up discovery question templates
- Configure proposal writing instructions
- Add objection handling reference
- Set up post-call analysis instructions
- Configure pipeline review format
- Test all 8 core workflows with sample inputs