Use cases / Sales
Sales
Automate the busywork around sales demos with Claude skills
A founder built five Claude skills that run every morning to handle the admin around sales calls. They make sure each booked demo has a CRM deal, screen out prospects outside the ideal customer profile with a qualification email before the call, send a proposal right after a demo, and list which of 100-plus open deals need a follow-up that day.
- Tool
- Claude (Fable 5.1) skills
- Source
- @realAkashAnand on X
- Source date
Credit: this use case was shared by @realAkashAnand on X. Summary written by Kitbox; see the original for full details.
Try it yourself
Our own starter prompt. Fill in the brackets, then paste it into Claude or your agent of choice.
Starter prompt
Each morning, compare my calendar's demo meetings with my CRM and list any demo that has no deal record. For tomorrow's demos, check each company against my ideal customer profile [describe it] and draft a short qualifying email for any that look like a poor fit. Then review my open deals and give me a ranked list of who needs a follow-up today and why. Draft everything for my review and send nothing.
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