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Claude Projects

Claude Projects for B2B sales

Twelve Project configurations for an AE, an SDR, a CSM, a RevOps professional, or a sales manager. Each one holds its context across every chat, so Claude stops starting from scratch. Five are free.

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How a Project differs from a prompt

It keeps what you established

A prompt starts cold every time. A Project carries your qualification state, your stakeholders, and what is still unknown from one conversation to the next.

It reads your own material

Upload your ICP, your methodology definitions, and a couple of closed-deal debriefs once. Every chat inside the Project is calibrated against how you actually sell.

It has one job and rules

Each configuration ships with instructions, commands, output formats, and explicit guardrails about what it must never guess or invent.

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12 Projects

prospect-research-engine

Prospect Research Engine

A standing research desk for an SDR's target account list — turns a company name and raw source material into a scored, comparable intelligence brief.

SDRProspecting
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meddpicc-deal-strategy-workspace

MEDDPICC Deal Strategy Workspace

One persistent workspace per open opportunity, holding the MEDDPICC picture as it develops so each score reflects accumulated evidence rather than one conversation.

AEDeal Strategy
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pipeline-review-workspace

Pipeline Review Workspace

A standing weekly pipeline-inspection workspace that holds your stage definitions and team structure, so each review compares against the last one instead of restarting.

Sales ManagerAll Stages
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qbr-builder-for-customers

QBR Builder for Customers

A per-account workspace that accumulates QBR history, so each review builds on the last commitments instead of re-litigating the relationship from scratch.

CSMExpansion
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competitive-battlecard-builder

Competitive Battlecard Builder

A persistent competitive intelligence repository that accumulates battlecards and keeps them current, with every claim traced to a dated source.

Sales EnablementAll Stages
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rfp-response-assistant

RFP Response Assistant

A persistent RFP workspace that accumulates an approved answer library, so each response reuses vetted language instead of being rewritten from zero.

AEProposalMember
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active-pov-deal-room

Active POV Deal Room

One workspace per active proof of value, holding agreed success criteria, the stakeholder map, and evaluation progress across the whole evaluation.

AEDeal StrategyMember
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account-360-builder

Account 360 Builder

A persistent workspace for one named strategic account, accumulating org map, relationship history, and strategy across every interaction instead of rebuilding context per call.

AEDiscoveryMember
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sdr-outbound-engine

SDR Outbound Engine

A standing outbound workspace holding your ICP, messaging voice, and what has actually worked, so sequences stay consistent and improve rather than resetting each week.

SDRProspectingMember
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manager-coaching-studio

Manager Coaching Studio

A persistent per-rep coaching workspace holding development plans and coaching history, so each conversation builds on prior commitments instead of restarting.

Sales ManagerAll StagesMember
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channel-partner-enablement-os

Channel Partner Enablement OS

A persistent workspace per partner or partner program, holding onboarding state, enablement assets, and co-sell activity across the whole relationship.

Partner ManagerAll StagesMember
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at-risk-renewal-save-desk

At-Risk Renewal Save Desk

A standing save desk holding the risk model and save-play history, so at-risk accounts are triaged consistently and past saves inform new ones.

CSMExpansionMember
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Questions

What is a Claude Project?

A persistent workspace in Claude that holds custom instructions and uploaded files. Every conversation you start inside it inherits that context, so you are not re-explaining your business each time.

Do I need a particular Claude account?

You need a Claude account with Projects access. Availability varies by plan and can change, so check what your account includes before you set one up.

What do I actually get on each page?

The full Project instructions, a knowledge-file checklist, setup steps, the placeholders to fill in, and a worked example of the output. You paste the instructions into your own Project.

Which ones are free?

Five of the twelve are free to read in full, with no account needed. The other seven are included with Pro at $4.99 a month, $48 a year, or $99 once.

Can I edit the instructions?

Yes. They are a starting point, not a black box. The placeholders exist because a Project that does not know your ICP, your methodology, and your numbers will produce generic work.

Seven more Projects ship with Pro

Pro opens all seven member Projects and 2,900+ prompts. $4.99 a month, $48 a year, or $99 once.

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Sales AI workflows

Step-by-step guided processes for the work a Project doesn't cover.

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Automated workflows

Trigger-based automations that run your recurring sales work on schedule.

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Claude Skills

42 packaged Skills that give Claude a repeatable sales craft.

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Prompt chains

Multi-step prompt sequences that carry one deal task end to end.

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Discovery call prompts

Question sets and call prep for your next discovery conversation.

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Browse the library

2,900+ tested prompts across every stage of the deal.

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