Claude 4 sales

In partnership with

I've been using Claude Opus almost exclusively for 2 months.

Prospect research. Proposals. Outreach. Deal strategy. CRM analysis.

And I just dropped a full breakdown on LinkedIn of how I'm using it across my entire sales workflow.

Got a heap of people messaging me about it.

So I figured I'd bring the good stuff here too.

(Coz most people are still using AI like a glorified search engine)

They go to ChatGPT, ask a question with limited context.

And hope for the best…

By the end of this email I HOPE you move beyond this and can start using my LLM of choice (Claude) to do SO. MUCH. MORE.

After working with over a hundred organisations, I keep seeing this:

80% of a sales rep's day is NOT selling.

It's updating CRM records. Researching accounts. Formatting proposals. Writing follow-ups. Tabbing between LinkedIn, the company website, news articles, and your CRM.

And by the time you actually get to the bit that matters - the conversation, the relationship, the close… you're cooked.

Most people try to fix this by "working harder."

Now you can stop that. The fix is offloading the 80% so you can show up properly for the 20% that closes deals.

Here's how I'm doing it.

Copy these. Use them today

Learn how to make every AI investment count.

Successful AI transformation starts with deeply understanding your organization’s most critical use cases. We recommend this practical guide from You.com that walks through a proven framework to identify, prioritize, and document high-value AI opportunities.

In this AI Use Case Discovery Guide, you’ll learn how to:

• Map internal workflows and customer journeys to pinpoint where AI can drive measurable ROI

• Ask the right questions when it comes to AI use cases

• Align cross-functional teams and stakeholders for a unified, scalable approach

Get the Guide.

1. Account research - 45 minutes down to 3.

This used to eat my entire Monday morning. Now it's done before my coffee goes cold.

Here's the exact prompt I use. Follow this framework and you'll get a structured brief every time:

Role: You are a senior B2B sales researcher.
Action: Research [Company Name] and produce a structured account brief.
Instructions: Check their website, LinkedIn company page, and recent press coverage. Score their fit against my ICP definition below.
Inputs: My ICP definition: [paste your ICP]. Target company: [Company Name].
Output: A structured brief covering: what they do, their ICP, recent funding or news (last 90 days), key decision makers + titles, tech stack, and a fit score (1-10) with reasoning.
Context: I sell [your product/service] to [your target persona]. I need this to decide if the account is worth pursuing and to personalise my first touch.

Claude opens multiple browser tabs. Researches in parallel. Comes back with everything you'd normally spend an hour piecing together.

Save this as a template.

Swap in the company name.

Away you go!

2. Outreach that doesn't smell like AI wrote it.

This is where most people get it wrong. They ask Claude to "write a cold email" and get something that sounds like every other AI message in the prospect's inbox.

The fix isn't better prompts. It's better context.

I upload my best-performing emails, my tone of voice rules, AND the research on the specific prospect. All into the same conversation.

Here's the framework:

Role: You are my outbound copywriter. You write exactly like me - direct, short, and specific.
Action: Draft a cold email to [Name], [Title] at [Company].
Instructions: Reference something specific from their recent LinkedIn activity or company news. Connect it to the problem we solve. Match the tone and structure of my example emails. Keep it under 100 words. No "I hope this finds you well."
Inputs: [Paste 3-5 of your best cold emails that got replies]. [Paste the account research brief from Step 1]. [Paste your value prop for this persona].
Output: One cold email. Subject line included. Written like a human who did their homework.
Context: This prospect has never heard of me. I need to earn 10 seconds of their attention. The email needs to feel like I actually know something about their world.

The output won't sound like AI coz it's built on YOUR voice and REAL research.

Not the voice of the internet (aka all other AI generated stuff)

PS, unsure how to write a good outbound email to start with? Find some here in the Snowballn’ Sales Vault

3. Your CRM, but actually useful.

If you're on HubSpot, this is a no-brainer. Claude connects directly through the HubSpot connector. Read and write access. No more clicking through dashboards.

Here's how I run pipeline reviews now:

Role: You are my VP of Sales analyst.
Action: Analyse my current sales pipeline and flag risks.
Instructions: Identify deals closing this month with no contact in the last 14 days. Flag any deals missing a defined next step. Rank my pipeline by likelihood to close based on: time in current stage, engagement frequency, and number of stakeholders involved.
Inputs: [Claude pulls directly from your connected HubSpot — no export needed].
Output: A prioritised deal list with specific risk flags and recommended next actions for each.
Context: It's mid-month. I need to know where to focus my energy this week to hit target. Don't sugarcoat it.

I used to spend half a day on this every Monday. Now it takes less time than making a coffee.

4. Proposals that used to take hours? Minutes.

This is the one that gets jaws on the floor.

Upload your meeting notes and your proposal template into Co-Work mode. An actual .pptx file comes out the other end.

Formatted. Structured. Ready to tweak and send.

(If you told someone this was possible in 2021 they would fall of their chair)

Here's the framework:

Role: You are a B2B sales consultant who builds proposals that close deals.
Action: Create a proposal deck for [Company Name] based on my meeting notes.
Instructions: Follow my template structure. Include: their stated challenges (pull from my notes), our proposed solution mapped to each challenge, implementation timeline, pricing (use the [tier name] tier), and 2-3 customer references from similar industries. Keep the language direct. No filler slides.
Inputs: [Attach your meeting notes or call transcript]. [Attach your proposal template .pptx]. [Attach your pricing guide]. [Attach 2-3 relevant case studies].
Output: A complete .pptx proposal deck I can review, tweak, and send within 30 minutes.
Context: E.g. This is a [deal size] opportunity. The prospect's main concern is [key objection from the call]. The champion is [Name, Title]

Same framework works for ROI calculators in Excel and Google Sheets and case studies from raw customer notes.

Ok, so for an email that’s enough juice.

If you want the complete guide covering all of this and more.
Account research. Outreach. CRM automation. Proposals. Deal strategy. Negotiation prep. The CRO toolkit.

Even a day-by-day plan for your first week…

Grab it here: Complete Guide on using Claude for Sales

Use it today.

The reps who figure this out now are gonna have a massive edge. Not coz they're smarter. Coz they stopped doing the 80% manually.

One last thing - as always, proofread anything AI spits out before you blindly send it on. Use AI to increase your capacity.

Don't treat the output as gospel.

Power to you,

Mike

PS — Snowballn' members get a hands-on walkthrough of exactly how to use Co-Work mode to generate leads and close deals, plus swipe files, frameworks, on demand training and live calls. If that sounds like your kind of thing, sign up to become a member here.

And I’ll catch you inside.