Claude Cowork for Sales Reps & Account Executives

More Conversations. Less Admin. Claude Cowork for Sales.

Prospect research, follow-up sequences, proposal drafts, CRM updates, call prep — Claude Cowork handles the work between conversations so you can have more of them.

More selling
with research and follow-up drafts prepared

Sales reps are hired to talk to buyers, but most of the week disappears into everything around the conversations: researching accounts, writing follow-ups, updating the CRM, building proposals, and prepping for calls. Claude Cowork can research a prospect's company in minutes, draft the follow-up before you've poured your coffee, and keep your pipeline notes current — turning admin hours back into selling hours.

Trained by Evan Weber

25-year digital marketing veteran, founder of Experience Advertising, and daily Claude Cowork power user. Evan trains you live on screen share using your actual workflows, not slides or theory.

Your week, before and after Claude Cowork

Where your time goes today
The recurring work that fills the week
  • Researching accounts and contacts before outreach and discovery calls
  • Writing follow-up emails, recap notes, and proposal documents after every conversation
  • CRM data entry, opportunity updates, and pipeline hygiene nobody has time for
What changes with Claude
The same work, delegated
  • Account research that took 45 minutes per prospect happens in 5 — with sharper talking points
  • Every call gets a same-day recap, follow-up email, and CRM update drafted from your notes
  • Proposals go out in hours instead of days because the first draft writes itself

What Claude Cowork can do for a sales rep

Real workflows built in real sessions, not theory, not slides.

Pre-Call Account Research

Claude Cowork browses the prospect's website, recent news, LinkedIn presence, and review sites, then compiles a one-page brief: what they do, recent changes, likely pain points, and angles for your opener.

Follow-Up Email Drafting

Paste your raw call notes. Claude drafts a personalized follow-up that references what was actually discussed, restates next steps, and attaches the right collateral — ready to send same-day.

Proposal & Quote First Drafts

Describe the deal structure and what the prospect cares about. Claude assembles a tailored proposal from your templates — scope, pricing rationale, case studies — for your review.

CRM Update Automation

Via MCP connections to Salesforce or HubSpot, Claude can log call summaries, update opportunity stages, and flag stale deals — keeping your pipeline accurate without the Friday data-entry session.

Objection-Handling Prep

Before a tough call, Claude reviews the account history and your notes, then preps likely objections with suggested responses grounded in your actual product and pricing.

Territory & Pipeline Reviews

Claude reads your pipeline export and drafts your weekly pipeline review: deals at risk, deals to accelerate, and where your time is best spent this week.

Free Personalized Report

Get a free Claude Cowork report for your work as a sales rep

We've pre-filled the basics — adjust the description to match your actual week and get a tailored report in 30 seconds. Free, no commitment, instant.

Free, no credit card. We'll also email you a copy and a few tips on getting started.

Free Playbook

The Sales Rep's Claude Cowork Playbook

Five copy-paste prompts that cover the highest-leverage sales rep workflows above. Drop them into Claude Cowork, fill in the brackets, and see results today — no session required.

Enter your email to unlock all 5 prompts

Free, instant. We'll also send a few practical tips on getting started with Claude Cowork.

Your Biggest Quick Win

Pre-Call Research → 5 Minutes

In your first session, Evan will build your pre-call research workflow live. You'll leave able to generate a sharp, one-page account brief — company, news, pain points, talking angles — in under 5 minutes per prospect.

Standard session formats for Claude Cowork and related tools

Two published sessions, both live on screen share with Evan Weber. Pick the length that matches how much work you want to cover.

1-hour session

$300 USD

Standard offer: 1 to 4 people

Best for one priority workflow. Bring a single task, approved sample inputs, and a clear idea of what a useful result looks like.

4-hour session

$1,000 USD

Standard offer: up to 8 people

Room for several workflows or more practice with each one. The time is shared across the group, so agree on priorities before booking.

  • Live screen-share work with Evan on your own priority task
  • Approved sample inputs and account access ready before the session starts
  • Evan demonstrates on his screen, then guides you through the same steps on your work

Software subscriptions and usage costs are separate from the session fee.

You're welcome to record the session with agreed permissions, and you own that recording. Confirm any trainer-provided recording, follow-up materials or support before booking.

Larger groups, implementation work, or software development are handled as a custom quote: request a team workshop quote or discuss a development project.

100% Satisfaction Guarantee
If your first hour with Evan isn't worth the price, get a full refund. No questions.
Secure Stripe Checkout
Pay securely by card. Receipt emailed instantly. Your details are never stored on our servers.
Not Ready? Talk to Evan First
Book a free 15-minute intro call to ask questions and see if it's the right fit.