What You'll Learn

  • Turn Claude into one shared sales workspace: take 70+ templates
  • AI prompts
  • checklists and working files in 21 downloadable resources,Set up Claude for the whole team: choose the plan
  • count seat cost
  • configure admin settings and set customer data rules,Create an account project for each key client so Claude remembers the full deal history,Score every inbound lead with one fit-and-intent model and the Lead Score Calculator,Build a one-page meeting brief in minutes from email
  • calendar
  • CRM notes and research,Turn your teams best emails into Claude Skills that write outreach and follow-ups in one team voice,Build buyer-facing artifacts: a payback calculator
  • a mutual action plan and a battlecard,Run a pipeline review with a red-flag prompt and a bank of deal review questions,Package Skills and connectors into a team plugin and roll Claude out in 30 days,Learn with Mike
  • the #1 HR instructor on Udemy: 1,800,000+ enrollments
  • 170,000 students
  • about 200 books on Amazon

Requirements

  • A sales team you lead
  • support or work in,A Claude account; team features require a Team or Enterprise plan
  • which the first lesson helps you choose,No technical background required: every workflow comes with a template or a ready prompt,English at intermediate level or above
  • since all lessons are in English

Description

This course contains the use of artificial intelligence.

Your sellers already use AI, but every one of them starts from an empty chat, explains the product again and pastes the same client emails every day. Here are 72 tools to turn Claude into one shared sales workspace: 13 working files, 50 ready-to-use templates, AI prompts, checklists and procedures, 7 models and methods, and 2 services shown on screen.

Open a lecture, take the template, set it up for your team today.

Why AI does not help most sales teams yet

Teams buy AI seat by seat and hope for the best. One rep keeps good prompts in personal notes, another writes emails nobody else would write, and the manager does not know who uses what. Client data ends up in personal accounts, preparation still takes hours, and hot leads wait a day for a reply.

What changes after this course

Every key account has a project that remembers its history. Every inbound lead gets the same score and a fast route. Meeting briefs take minutes, outreach follows one team voice, buyers receive clear calculators and plans, and pipeline reviews find red flags early. The whole setup is packaged so a new rep starts with it on day one.

What is inside: 72 tools, counted lecture by lecture

You do not have to take this number on trust. Open any lecture and read its description: every tool inside is listed there by name.

  • 21 downloadable resources: the lecture presentations plus 13 working files, including the Claude Setup Planner, customer data rules, the Account Project Template, the Lead Score Calculator, the Meeting Brief Template, the Outreach Skills Bundle, the ROI Calculator, the Deal Review Question Bank and the 30-Day Rollout Plan
  • 50 ready-to-use tools inside the presentations:
  • 13 templates and sample documents: nine-part meeting brief, first outreach email, mutual action plan, competitive battlecard
  • 13 ready AI prompts: call preparation, missing stakeholder identification, meeting follow-up, deal risk assessment
  • 8 checklists: customer data handling, account knowledge file, pre-call preparation, deal red flags
  • 7 step-by-step procedures and workflows: Claude team admin setup, five-minute account update, meeting brief prompt chain, 30-minute pipeline review
  • 5 scorecards, rubrics and matrices: sales task and feature mapping, fit-intent lead scoring, sales tool permissions
  • 2 formulas and metric sets: lead qualification metrics, Claude adoption metrics
  • 2 question lists: sales discovery questions, deal review questions
  • 7 models and methods explained with examples: BANT qualification framework, CHAMP qualification framework, MEDDIC qualification framework, GPCTBA/C&I qualification framework
  • 2 services shown on screen: Claude and Slack

Where the tools are

  • Setup and data rules (1 section, 9 tools). Plans, seat cost, admin settings and customer data rules.
  • Account projects and lead qualification (1 section, 27 tools). Account context and lead scoring.
  • Meeting prep and outreach (1 section, 18 tools). Research, connectors and Claude Skills.
  • Deal execution (1 section, 13 tools). Buyer artifacts, the payback calculator and deal reviews.
  • Team plugin and rollout (1 section, 9 tools). The team plugin, automation and the 30-day rollout.

Who is teaching

I am Mike, the #1 HR instructor on Udemy, with 1,800,000+ course enrollments from 170,000 students, and the author of about 200 books on Amazon. I built the people system at Preply as it became a unicorn and worked at Wargaming, iDeals and Alfa-Bank across 20 years in HR. I hold PHRi, SHRM-CP and HCI sHRBP certifications and represent HRCI in Eastern Europe. I am also a founder and lead the strategy of my own academy.

I work mostly in Claude and keep several projects there: one helps me create new courses, another builds course landing pages with all my rules and the structure of my site, another prepares presentations. When a landing page came out well, I asked Claude to turn that conversation into a written instruction, and a one-time success became an asset I reuse again and again. This course applies the same approach to a sales team.

How to use the course

Go through the five sections in order and set up one piece for your team after each lesson. Section and lecture titles show how many tools are inside, and each lecture description lists them by name.

What is included

  • 8 lectures across 5 sections, 5.5 hours
  • 21 downloadable resources: lecture presentations and 13 working files
  • 72 tools across the lessons
  • Lifetime access to all materials
  • Active instructor support in the Q&A section
  • A Udemy Certificate of Completion

Where to start

Pick your three most important accounts and open the Account Project Template for the first one. Enrol now and start your first lesson today.

Who this course is for:

  • Heads of sales and sales managers who want the team to use AI in one consistent way,Account executives
  • SDRs and account managers,RevOps and sales enablement specialists,Founders who sell and want to save preparation time,Sales trainers who build AI workflows for teams
Claude for Sales Teams: AI Workflows, Deal Prep, 70+ Tools

Course Includes:

  • Price: FREE
  • Enrolled: 101 students
  • Language: English
  • Certificate: Yes
  • Difficulty: Beginner
Coupon verified 03:23 PM (updated every 10 min)

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