Description
The problem: Reps skip pre-call research when it takes too long, walking into calls under-prepared.
Who it’s for: Freelance sales consultants and reps who want faster prep, and enterprise sales teams standardizing on a shared research workflow.
What’s included:
- Complete Claude Project instructions, ready to paste in
- Prospect research and call-prep prompt templates
- Project knowledge structuring guide
- 12 months of free priority support included
Setup & requirements: A Claude.ai account with Projects access. No coding required, this is a configuration spec you paste in.
Frequently Asked Questions
Can this pull live data on prospects?
Claude doesn’t browse by default; this spec is built around information you paste in or attach, with notes on using it alongside a research tool.
What if I get stuck?
Every purchase includes 12 months of free priority support. Message us with your setup.
