Claude Cowork for sales teams.
What you’ll learn in this course
- Clean up your messy account folders
- Walk into every meeting with a one-page customer brief, built from your calendar, CRM and email.
- Automated follow-up that writes itself based on your latest call: summary, CRM updates and the email in your voice.
Valued at US$299, free until August 30.
Join 100+ salespeople already taking the course.
Course outline
Three lessons and one bonus, each one hands-on, in your own files.
The deal folder cleanup
Fourteen loose files: proposals v1 through v5, a raw transcript, an untitled document that turns out to matter. They become a clean, logged structure while you watch it happen in your file explorer.
Briefs for every meeting
Your calendar, CRM export, email threads and call notes become a one-page brief per meeting. You also learn the instruction that drives it: describe the outcome, not the steps.
The follow-up writes itself
A discovery call becomes four finished pieces: summary, proposed CRM updates, internal update, follow-up email in your voice. Then comes the reveal. It was a reusable skill all along.
Inbox triage and the follow-up engine
BONUSSweep a morning inbox: signal sorted from noise, replies drafted, the quiet thread nobody was watching surfaced. Then put the whole course on a schedule so it runs without you.
This course is the free first step of our AI sales training. For the full day with your team, on your own live deals, see the trainings.
A quick disclaimer: all of this is new and moving fast. We’ll keep the course updated as the tools evolve.