7 Sales Workflows The workflows. With the prompts.
Copy these prompts directly. Adjust the bracketed fields. The ones that work best are the ones you put into a Claude Project with your company context already loaded.
Workflow 01 Prospect Research
Before any outreach or call, Claude builds you a structured account brief — what they do, who the buyers are, what recent news or signals matter, and why your solution is relevant to them right now. Takes 90 seconds instead of 30 minutes.
Example Prompt I'm preparing to reach out to [Company Name]. They're a [industry] company with about [headcount] employees.
Research this company and give me:
1. What they actually do (in plain language, not their website copy)
2. Who likely owns the problem I solve ([describe your solution category])
3. Any recent news, funding, leadership changes, or hiring signals from the last 6 months
4. 2–3 specific reasons why they'd care about [your product] right now
5. One risk or reason they might not be a fit
Be specific and direct. Skip filler.
Workflow 02 Personalized Outreach
Claude writes outreach that doesn't sound like it came from a template — because it's built on real research. The key is feeding it the account brief from Workflow 1 and being specific about what "personalized" actually means.
Example Prompt Write a cold email to [First Name] at [Company]. Here's what I know about them:
[paste account brief from Workflow 1]
My product: [1-2 sentence description]
What we do for companies like them: [specific outcome]
The one insight I want to lead with: [specific hook from research]
Write a 5-sentence email. First line: specific to them, not generic. Don't start with "I" or "We." No "I hope this finds you well." End with a low-friction ask (15-min call or simple question). Sound like a peer, not a vendor.
Workflow 03 Objection Handling Prep
Before a big demo or follow-up call, Claude stress-tests your positioning by playing the skeptical buyer. This is more useful than any objection handling doc because it's specific to the account and the deal.
Example Prompt I have a demo with [Company] tomorrow. They're a [type of company], currently using [competitor or current solution]. Their main concern going in is [known objection or hesitation].
Play the skeptical buyer. Give me the 5 hardest objections they're likely to raise, then help me craft a response to each one. Responses should be direct, not defensive. Don't over-explain. Acknowledge the concern before addressing it.
After the objections, tell me the one thing most likely to kill this deal and how I'd handle it.
Workflow 04 Proposal Drafting
After a discovery call, Claude turns your notes into a structured proposal draft in 10 minutes. The output isn't polished enough to send immediately — but it's 80% there, and it's built from what you actually learned in the call, not a generic template.
Example Prompt I just finished a discovery call with [Company]. Here are my notes:
[paste raw call notes]
Based on these notes, draft a proposal outline with:
- Their situation as I understand it (2–3 sentences — they should read this and feel understood)
- The specific problem we're solving
- Our recommended approach / what we'd do
- Expected outcomes (use their words from the call where possible)
- Investment / pricing section placeholder
- Next steps
Write in a clear, direct tone. No buzzwords. Flag anything I said in the notes that's vague or that I should clarify before sending.
Workflow 05 Call Debrief Notes
Drop a call transcript into Claude and get structured CRM notes, key takeaways, and next steps — in 2 minutes. This workflow alone saves most AEs 20–30 minutes per day and dramatically improves CRM data quality.
Example Prompt Here's the transcript from my call with [Name] at [Company]:
[paste transcript]
Give me:
1. A 3-sentence CRM note summary (past tense, third person, factual)
2. Key pain points they mentioned (direct quotes where possible)
3. Objections or concerns raised
4. What they said about timeline and decision process
5. Agreed next steps from the call
6. My assessment: hot/warm/cold and why
Format this so I can paste it directly into Salesforce/HubSpot.
Workflow 06 Follow-Up Sequences
Claude writes multi-touch follow-up sequences that don't feel like automated drip campaigns — because each one is built around what actually happened in the conversation, not a generic template.
Example Prompt Write a 4-email follow-up sequence for [Name] at [Company] after our discovery call. Context:
- Main interest: [what they cared about most]
- Main concern: [their biggest hesitation]
- Their timeline: [when they're looking to decide]
- Next formal step: [demo, proposal review, etc.]
Email 1 (same-day): recap + one valuable insight from the call
Email 2 (3 days later): address the main concern with proof or example
Email 3 (7 days later): relevant resource or case study, no pressure
Email 4 (14 days later): direct ask about status, easy out offered
Each email: under 100 words, no fluff, clear subject line. Sound like a person, not a sequence.
Workflow 07 CRM Update Summaries
At the end of every week, Claude synthesizes your deal notes and tells you which deals need attention, which are stalling, and what to do about it. Better than any pipeline review meeting.
Example Prompt Here are my active deals with their current notes:
[paste deal names, stages, last activity, and notes]
Give me:
1. Which 3 deals need my attention most urgently and why
2. Any deals that look like they're quietly going cold (and what the signal is)
3. The one deal I'm probably underestimating or underworking
4. Suggested next action for each deal (one sentence each)
Be direct. If a deal looks dead, say so.