Revenue & Sales
Research an account and brief the rep
Paste the company name and Claude synthesizes leadership, recent news, and likely pain points into a one-page brief the rep can read on the way to the meeting.
Build the sales playbook and battlecards
Feed Claude your wins and losses and get structured battlecards with objection responses, discovery questions, and competitive differentiators organized by segment and deal stage.
Diagnose where deals stall in the funnel
Describe your funnel drop-off and Claude generates root-cause hypotheses with one testable experiment per hypothesis — add a pipeline CSV for deeper pattern analysis.
Run win/loss analysis across the last 20 deals
Paste notes from your last 20 closed deals and Claude surfaces what correlated with wins, what kept showing up in losses, and the signals worth changing how you qualify.
Build a referral and expansion playbook
Map your best expansion customers and Claude builds the playbook for replicating those patterns — the triggers, the conversations, and the moments that predict whether an account grows.
Auto-generated pre-call brief from CRM
Connect your CRM export and a news search. Before every call, a brief is generated automatically: account history, recent signals, likely objections, and the one thing to establish. Saves 20 minutes of prep per meeting, every meeting.
Win/loss pattern tracker
Every closed deal feeds a running model that learns which early signals — company size, source, champion title, time in stage — correlate with wins. Gets sharper every quarter as data accumulates.
Deal health scoring model
Connect your CRM pipeline and Claude builds a weekly score for every open deal based on activity signals, time in stage, and historical close patterns — so you spot deals going cold before the rep does.