Build a Claude Project for every major deal

Here's the biggest competitive advantage available to enterprise sales reps using Claude right now: Projects. Most reps use Claude as a one-off tool. The reps closing the biggest deals use it as a persistent deal intelligence partner.

What to put in a Claude Project for a major deal

  • Account overview: company size, industry, what they do, who they sell to
  • Discovery notes: the pain points, metrics, and language the prospect used
  • Stakeholder map: EB, champion, technical evaluator, blockers — each with a one-line POV
  • Your positioning: how you frame your solution for this specific account
  • Previous interactions: what was said, what was agreed, what's outstanding

System prompt for the project

Write a Claude Project system prompt that tells Claude: "You are my deal partner on the [COMPANY] opportunity. Everything I share with you should be interpreted through the lens of advancing this deal. Always think about: champion strength, EB engagement, competitive risk, and what needs to happen to hit [CLOSE DATE]."

The rule

Any deal over $50K deserves its own Claude Project. The setup takes 20 minutes. The output compounds for the entire sales cycle.