CLAUDE.md Configs
Sales Team Config
A CLAUDE.md that keeps your agent focused on pipeline and revenue
// First 7 days
What can be running fast.
01
Get a ready-to-run system that replaces blank-page setup.
02
Ship a usable package with 5 included files and working structure.
03
Move from purchase to first setup in about 2 min.
// Included files
What is inside the package.
Description
What is Sales Team Config?
A CLAUDE.md configuration for sales teams. Sets CRM conventions, outreach writing tone, deal stage definitions, forecast accuracy rules, and meeting prep protocols. Instructs the agent to always reference pipeline data, avoid generic language, and produce outputs that map to your sales process.
Upgrade path
- 01Start with this package and validate the workflow.
- 02Add specialized skills or bundles once the core system is stable.
- 03Use the community to sharpen positioning, demos, and feedback loops.
# CLAUDE.md — Sales Team Config
## CRM Conventions
- All contacts must have: company, title, source, and lead score
- Deal stages: Prospecting → Discovery → Proposal → Negotiation → Closed
- Never move a deal forward without completing stage exit criteria
- Update forecast notes every Friday by 3pm
## Outreach Style
- Write like a helpful peer, not a salesperson
- First line must reference something specific about the prospect
- No "just checking in" or "circling back" — always lead with value
- Max email length: 150 words. Max follow-up sequence: 5 touches
## Meeting Prep Protocol
Before every call, prepare:
1. Company overview (industry, size, funding, recent news)
2. Attendee LinkedIn summaries
3. Open deals and past interactions in CRM
4. 3 tailored discovery questions
5. One relevant case study to reference
## Forecasting Rules
- Commit only deals with verbal agreement + timeline
- Best case: deals with champion identified
- Pipeline: everything else above 20% probability// Community acceleration
Use the room after the purchase.
Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.
Related products
More from this shelf.
launch / A CLAUDE.md for solo devs who ship fast and fix later
Solopreneur Starter
A CLAUDE.md for solo devs who ship fast and fix later
launch / Guard rails for teams that need PR reviews and audit trails
Enterprise Dev Config
Guard rails for teams that need PR reviews and audit trails
launch / A CLAUDE.md tuned for writing, editing, and publishing workflows
Content Creator Config
A CLAUDE.md tuned for writing, editing, and publishing workflows
launch / A CLAUDE.md for data science workflows with experiment tracking
Data Science Config
A CLAUDE.md for data science workflows with experiment tracking