Complete Guide

Build Your AI Sales Stack

Step-by-step workflows combining Claude with your sales tools. From prospecting to close, orchestrate your entire sales process with AI.

4 workflows
Copy-paste prompts

Prospecting Workflow

Research → Enrich → Outreach → Follow-up

GTM MCP ServerClaySlack
1

Define Your ICP

Claude

Start by telling Claude your ideal customer profile

Example prompt:
"My ICP is:
- Series B-C SaaS companies
- 100-500 employees
- VP of Sales or CRO as target persona
- Currently using Salesforce
- Based in US

Help me build a prospecting workflow for this ICP."
2

Research Target Accounts

Clay

Use Clay to find companies matching your criteria

Example prompt:
"Use Clay to find 20 companies matching my ICP criteria. For each company, get:
- Company overview and funding stage
- Employee count and growth rate
- Tech stack (looking for Salesforce users)
- Recent news or trigger events"
3

Enrich Contacts

Clay

Find decision-makers and get contact data

Example prompt:
"For the top 10 companies from that list, find:
- VP of Sales or CRO contact
- Verified email address
- LinkedIn profile
- Recent activity or posts

Prioritize by company fit and contact engagement level."
4

Draft Personalized Outreach

GTM MCP Server

Generate emails tailored to each prospect

Example prompt:
"Using the research on [COMPANY], draft a cold email to [CONTACT]:
- Reference their [TRIGGER EVENT]
- Address the pain point of [SPECIFIC CHALLENGE]
- Use Hemingway tonality (direct, concise)
- Include a clear CTA for a 15-min call"
5

Create Follow-up Sequence

GTM MCP Server

Build a multi-touch sequence for non-responders

Example prompt:
"Create a 4-email follow-up sequence for prospects who don't respond:
- Email 2 (Day 3): New angle, value-add resource
- Email 3 (Day 7): Social proof or case study
- Email 4 (Day 10): Break-up email with soft close

Match the tone of the original email."
6

Execute via Slack

Slack (ClawdBot)

Use ClawdBot to manage outreach from Slack

Example prompt:
"@ClawdBot send the cold email to [EMAIL].
Then create a follow-up task for Day 3 if no response.
Log this outreach to the Acme Corp prospect record."

Deal Management Workflow

Pre-call prep → Meeting → CRM updates → Coaching

SalesforceGTM MCP ServerSlack
1

Pre-Call Briefing

Salesforce

Get context before every meeting

Example prompt:
"I have a call with Sarah Chen at Acme Corp in 30 minutes. Pull from Salesforce:
- Account history and relationship summary
- Open opportunities and stage
- Recent activities and last touchpoint
- Key stakeholders and their roles
- Any notes from previous calls"
2

Generate Discovery Questions

GTM MCP Server

Prepare targeted questions based on deal context

Example prompt:
"Based on the Acme Corp deal context:
- Stage: Discovery
- Pain point: manual reporting
- Stakeholders: VP Sales (champion), CFO (economic buyer)

Generate discovery questions for this call. Focus on:
1. Quantifying the pain
2. Understanding the buying process
3. Identifying potential blockers"
3

Post-Call Update

Salesforce

Update CRM with call outcomes

Example prompt:
"Just finished the Acme call. Update Salesforce:
- Log the call with these notes: [SUMMARY]
- Update opportunity stage to 'Proposal'
- Update close date to end of Q1
- Add task: Send pricing proposal by Friday
- Update deal amount to $75,000"
4

Handle Objections

GTM MCP Server

Get strategic responses to blockers

Example prompt:
"The CFO at Acme said: 'We need to see a 3x ROI to justify this investment.'

Help me respond. Context:
- Deal size: $75k
- Current manual process costs ~$50k/year in labor
- We typically deliver 40% efficiency gains

Give me a response framework and talking points."
5

Deal Coaching

GTM MCP Server + Salesforce

Get strategic advice on stuck deals

Example prompt:
"The Acme deal has been stuck at Proposal for 2 weeks. Pull the deal history from Salesforce and help me:
1. Diagnose why it's stuck
2. Identify what's missing (champion, urgency, authority)
3. Recommend next actions to unstick it
4. Draft a re-engagement message"

Team Collaboration Workflow

Research sharing → Deal rooms → Handoffs → Coaching

Slack (ClawdBot)monday.comGTM MCP Server
1

Share Research in Slack

Slack (ClawdBot)

Distribute account research to the team

Example prompt:
"@ClawdBot research Acme Corp and post a summary to #enterprise-deals. Include:
- Company overview
- Key contacts we should know
- Potential pain points
- Recommended approach"
2

Create Deal Room

monday.com

Set up a monday.com board for complex deals

Example prompt:
"Create a deal board for Acme Corp ($75k opp):
- Add stakeholder tracking column
- Add decision criteria checklist
- Create tasks for: proposal, security review, legal review
- Set up timeline view with close date target"
3

SDR to AE Handoff

GTM MCP Server

Structured handoff with full context

Example prompt:
"Create an SDR-to-AE handoff document for the Acme Corp lead:
- How we got the meeting (trigger event)
- Initial conversation summary
- Confirmed pain points
- Stakeholders identified
- Recommended discovery approach"
4

Manager Deal Review

Slack (ClawdBot)

AI-assisted pipeline review

Example prompt:
"@ClawdBot analyze my team's pipeline for our weekly review:
- Deals at risk (no activity in 7+ days)
- Deals with missing next steps
- Forecast accuracy check
- Top 3 deals that need attention"

Analytics Workflow

Pipeline metrics → Conversion analysis → Forecasting

AmplitudeSalesforce
1

Pipeline Health Check

Salesforce

Get instant pipeline analytics

Example prompt:
"Analyze my pipeline:
- Total pipeline value by stage
- Deals closing this month vs quota
- Average deal velocity by stage
- Win rate by lead source"
2

Conversion Analysis

Amplitude + Salesforce

Understand where deals are getting stuck

Example prompt:
"Show me stage-to-stage conversion rates for the last 90 days:
- Discovery → Demo: %
- Demo → Proposal: %
- Proposal → Negotiation: %
- Negotiation → Closed Won: %

Highlight any stages below benchmark."
3

Forecast Accuracy

Salesforce

Compare forecast to actuals

Example prompt:
"Compare my Q4 forecast to actuals:
- What I forecasted vs what closed
- Which deals slipped and why
- Accuracy by deal size segment
- Recommendations for improving forecast"
4

Product Usage Insights

Amplitude

Connect product data to sales outcomes

Example prompt:
"For my active trials:
- Which prospects are most engaged (by product usage)?
- What features correlate with conversion?
- Which trials are at risk of churning?
- Recommend which trials to prioritize for outreach"

4-Week Implementation Roadmap

Week 1

Foundation

Install GTM MCP Server in Claude Code
Set up ClawdBot in Slack
Connect Clay account
Week 2

Prospecting

Define ICP in Claude
Build first prospect list with Clay
Draft and send first AI-assisted sequence
Week 3

Deal Management

Implement pre-call briefing workflow
Set up post-call CRM updates
Train on objection handling tools
Week 4

Team Rollout

Onboard team to ClawdBot
Establish deal room process
Set up manager review cadence

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