Claude for Sales: a practical guide for revenue teams
The hands-on playbook for using Claude across your sales org — from pre-call research and discovery prep to automated follow-ups, lead scoring, and CRM automation.
Trusted by hundreds of B2B sales teams
Everything your team needs to start using Claude today.
Setup, ready-to-use skills, real workflows, and field-tested tips — distilled into one practical one-sheeter.
Ready-to-use sales skills
/account-brief, /discovery-prep, /call-debrief, /follow-up-draft, /lead-scorer, and more — reusable across your team.
Setup essentials
What to connect to get value fast — Sales Projects, your CRM, meeting recorders, and Project Knowledge.
Real workflows that ship
Auto-fill CRM fields from transcripts, draft follow-ups straight from calls, and build prospect lists from ICP criteria.
Lead scoring, connected live
Build a scoring model from your ICP and wire it to HubSpot or Salesforce via MCP so leads score automatically.
Role-specific playbooks
Tailored guidance for SDRs, AEs, managers, and team leads — so every seat gets value on day one.
Tips from the field
Chaining skills, separating projects by segment, and keeping CRM data clean for sharp, reliable output.
WHAT IS AVINA
The AI sales platform behind the guide.
Avina uses buying signals to help B2B sales teams find, prioritize, and automate outreach to prospects that are actually in-market.
AI buying signals
Avina scans the web, LinkedIn, job posts, and your own site for buying intent — so you reach accounts already in-market.
ICP scoring
Every account is scored on fit and intent, so your reps spend time on the opportunities most likely to close.
Automated outreach
Trigger sequences, ad audiences, and CRM updates the moment a signal fires — no manual handoffs.
Works with your stack
Sync enriched contacts, live signals, and scores into HubSpot, Salesforce, Slack, and the tools you already use.
Want to put these workflows on autopilot?
Book a demo to see how Avina turns buying signals into automated outreach.