Solo UnicornSales Team Config
A CLAUDE.md that keeps your agent focused on pipeline and revenue
What you can have running in the first 7 days
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.
2 min
Intermediate
What's Included
- CLAUDE.md
- conventions/deal-stages.md
- conventions/outreach-tone.md
- templates/meeting-prep.md
- README.md
Preview
# 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% probabilityInstallation Guide
Get up and running in under 5 minutes.
# Copy the config to your project root
cp sales-config/CLAUDE.md ./CLAUDE.md
# Start a new session to load it
claudeSkill Pack. Pay once for the asset. Upgrade to implementation only when you want higher-touch help.
Community acceleration
Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.
Upgrade path
- Start with this package and validate the workflow.
- Add specialized skills or bundles once the core system is stable.
- Use the community to sharpen positioning, demos, and feedback loops.
Need this adapted to your business?
Buy the asset first if you can run it yourself. If this workflow is business-critical or needs custom implementation, move into a sprint or fractional CIO advisory instead of guessing.
Discuss implementation →Tags
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