Sales workflow skills for Claude

Sixteen Claude skills for the routines in a sales week: call recaps, meeting prep, pipeline scans and the Friday rollup. They draft, you approve.

The problem

Most of a sales week is routine. Recap the call. Write the follow-up. Prep for tomorrow. Chase the deals that went quiet. Clean the CRM. You know how to do each one, and each one takes time you’d rather spend selling.

Claude can do the first draft of all of them. What it needs is clear instructions, your context, and a rule about what it may not do without you.

What you get

• 16 Claude skills, each a short set of written instructions for one routine.
• A one-page config form. Fill it in once with your company, segments, stages and voice, and every skill reads it.
• The same skills as individual zips, for apps that upload one skill at a time.
• A README with install steps and a short license in plain words.

The 16

• Calls: call recap, call follow-up, call coach, conversation clip search, daily call prep.
• Pipeline: deal progression, weekly pipeline rollup, closed-lost analysis, CRM pipeline scanner, monthly CRM hygiene.
• Accounts: account handoff, customer health check, company research, inbound question response.
• Data and quality: CRM data assistant, skill test harness.

How it works

1. Fill in the config form. It takes about 15 minutes.
2. Install the skills. Claude Code: copy the folders into your skills folder. The Claude app: upload the zips.
3. Connect your CRM, email and calendar if you want Claude to read them. With no connector, paste the data in.
4. Say what you need in plain words: “recap this call”, “prep my day”, “scan my pipeline.”
5. Read the draft, check the evidence it cites, then approve or edit.

The rule every skill follows

The skill drafts and a person approves. Nothing is emailed and no CRM record changes until you say yes. Calculated fields stay read-only.

What it costs

$39. One time, no subscription. Updates to this version are free.

The catch

These are drafting aids, not software. They don’t know your buyers or your numbers until you fill in the form, and a thin form gets generic output. A skill can state something that sounds right and isn’t, so you read the evidence it cites and check every name, date and figure. Install takes some setup, and your connector set-up is on you. I tested that every skill file loads and has valid headers. I haven’t tested every combination of CRM, calendar and email connector.

They were written for Claude. They’re plain-language instructions and may work in other assistants, but I haven’t tested them there.

Who it’s for

Owners, solo sellers and small sales teams who work in a CRM, already write their own recaps and follow-ups, and want a better first draft and a steadier weekly routine.

Who it’s not for

Anyone who wants software that runs by itself, or a guaranteed result. Teams that need a tool built into their CRM with no one approving. People who won’t fill in the form.

Before you buy

Remove private details you don’t need before you paste anything into an AI tool, and follow your employer’s rules on AI. For personal and team use. Please don’t resell or repost.

Refunds

If the pack isn’t useful to you, email me at hello@sethlevanen.com within 14 days of buying and I’ll refund the purchase. You don’t need to give a reason. I refund through Stripe or PayPal, and your bank may take a few days to show it. Please email me before you file a dispute with your bank, so I can fix it faster.

About me

I’m Seth Levanen. I help small business owners and sales-led teams use AI to cut busywork without cutting quality. I call that the smart-cut. More at sethlevanen.com.