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My sales close rate went from 20% to 75% with AI

A corporate salesperson who cannot code keeps all his customer files in one folder that the AI reads directly. Before a meeting it pulls out up to three things to check, and after a meeting it turns his voice memo into minutes and a thank you email and files them.

How it works

  1. Keeps customer files in one sales folder with a CLAUDE.md of rules
  2. Before a meeting, a skill reads the customer file and lists up to three things to check
  3. After a meeting, a skill makes minutes and a thank you email from his voice memo
  4. It adds them to the customer file

Why it’s worth knowing

A salesperson who cannot write code has a system that reads every customer file before he walks into a meeting.

Where it’s from

Summarized from a public post on qiita.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
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