How I use Claude to actually increase my sales

Point Claude at your sales, not your graphics

Most people start with AI by getting it to make cool graphics or create their Instagram posts. That's fine, but it rarely moves the number that matters. The bigger wins are in your sales pipeline and your customer journey: the places where a lead turns into a client, or doesn't.

Call prep is one of the easiest places to start. Going into a sales call knowing who you're speaking to and what their business does means you sound confident about their world from the first minute. That builds a connection faster, and that's what leads to more sales.

The setup

Three things switched on in the Claude desktop app. One time only.

1. Connect your calendar

   Go to Settings → Connectors → Browse connectors, search for Google Calendar (or whichever calendar you use), and log in. Now Claude can see who you're speaking to today.

2. Connect your notetaker

   If you set up Fathom on Day 13, it's already done. This is what lets Claude recap your last call with someone you've spoken to before.

3. Make sure web search is on

   This is how Claude researches new prospects and their businesses. It's a setting in the app, not an extra tool to install.

The prompt

Run this every morning before you sit down to work. It checks your calendar, recaps anyone you've spoken to before, researches anyone new, and gives you one short brief per call.

Look at my calendar for today. For every sales call,
tell me who I'm speaking to and what their business does.
If I've spoken to them before, check Fathom and recap our
last call. If they're new, research them and their
business online. Give me a short brief for each call that
I can read in ten minutes.

Only point it at sales calls. Researching everyone on your calendar, including people already well into your pipeline, wastes time and gives you briefs you don't need.

What a good call brief includes

Paste this under the prompt if you want every brief in the same shape.

For each call, use this format:

WHO: name, role, and how they found me
THE BUSINESS: what they do, roughly how big, where they are
LAST TIME: what we covered and anything left open
  (or "new prospect" if we haven't spoken)
LIKELY PROBLEMS: the two or three things a business like
  theirs usually struggles with
THREE QUESTIONS: worth asking on this call
WATCH FOR: anything that doesn't add up, or that I
  should double-check before I mention it

Making it run on its own

Right now you run the prompt yourself each morning. Day 16 shows how to turn it into a scheduled task in Claude Cowork, so the briefs are waiting for you before you've had breakfast.

Where this goes

Day 13 gave Claude your calls. Day 14 puts them to work before the next one. Next, Day 15 takes Claude out of the office: the app, Claude Code from your phone, and a voice note that turns into work.