Query Your Entire GTM

What this task does

After a few weeks of running these tasks, your workspace holds something no CRM report can give you: the full text of how your deals actually happen. This task is the payoff — natural-language questions across the entire corpus, answered with citations to specific calls and deals.

Set up once

1. No new setup — this task is why the others save everything to files.
2. The richer your calls/ and deals/ folders, the better the answers.
3. Use it before strategy decisions, QBRs, and messaging changes.

The task brief

Paste this into Claude Cowork:

Search my entire workspace and answer: [FILL IN: e.g. 'What do prospects say in the same breath as our pricing?' / 'Which discovery questions preceded our fastest closes?' / 'What did we promise the accounts that churned?']. Cite the specific calls, deals, or files behind every claim, and separate strong patterns (5+ occurrences) from anecdotes.

What you get back

• Answers grounded in your actual deal history, cited
• Pattern-vs-anecdote separation so you don't strategize on noise
• Institutional memory that survives job changes and CRM migrations

Guardrails

• Citations or it didn't happen — reject uncited claims.
• The corpus contains sensitive history; keep queries and outputs inside your org's walls.