Resources Claude Sales Assistant Kit

Claude Sales Assistant Kit

A fact sheet template, full project instructions, 15 prompts, an objection bank, a follow-up plan and a send check for a Claude sales assistant.

What it does

Gives you everything to set up and run the sales assistant from the tutorial: what to tell Claude about your business, the rules it follows, prompts for outreach, calls and follow-ups, and a check before anything is sent.

Who it's for

Freelancers, consultants and small business owners who sell their own services and want faster first drafts without inventing claims.

What you need

A Claude account (the free plan works), one page of true facts about your business, and a few leads you chose yourself.

What's included

Five rules for honest, legal outreach
One-page fact sheet template
Full project instructions to paste into Claude
15 prompts for outreach, calls, follow-ups and objections
Objection bank table
Follow-up plan
Weekly review
Send check

How to use it

Fill in the fact sheet in Part 2, paste the instructions from Part 3 into a Claude Project, then use the prompts in Part 4. Run the send check in Part 8 on every message and read everything before you send it yourself.

Learn more

Read the Claude AI Guide