Your whole sales system, in 5 Claude tasks
Your sales toolkit, entirely inside Claude: one task per step, each picking up where the last one left off. The first one is here in full, no sign-up.
The system on one page
Your sales toolkit, entirely inside Claude. Five tasks in order: paste one, answer whatever it asks, and the next one picks up from there. Claude proposes, you decide, and nothing goes out unless you send it.
- 01
Who to sell to, said clearly
You get: Who I sell to, in everyday words and without industry codes.
- 02
Which companies fit and why
You get: The companies that fit, each with the sentence from their website that proves it.
- 03
Who makes the buying decision at each one
You get: The title that decides, who influences, and who to start with.
- 04
The first message, reviewed by Claude
You get: The 5 mistakes that kill the reply, flagged in my message.
- 05
The follow-up that doesn't sound desperate
You get: 3 follow-ups that add something, each with its day and an easy out.
01 · Who to sell to, said clearly
When I use it: once, at the start. Everything else hangs off this.
It's the one that starts the chain: the other four build on what comes out here. Copy it, fill in the blanks with your own details, and see what Claude gives you back.
I'm going to give you 5 tasks in a row to prepare my sales, and each one builds on the output of the one before. We start with who I sell to, in plain language and without industry codes. I sell [WHAT YOU SELL]. My best customers are [TYPE OF COMPANY]: they [WHAT THEY DO], they sell to [THEIR CUSTOMERS] and their pain is [THE PROBLEM YOU SOLVE]. NOT a fit: [THE ONES TO CUT: too small, distributors...]. Repeat back who I'm looking for in your own words, ask me about anything missing, and don't move on until I give you the go-ahead.
02 · Which companies fit and why
When I use it: with any list I already have on hand, in small batches.
Based on what we agreed in task 1, I'm going to paste companies in batches, pulled from [YOUR SOURCE: a LinkedIn search, a trade show's exhibitors, an industry association]. For each one, read their website and tell me FIT or OUT. If it fits, bring me the VERBATIM sentence from their website that proves it, in quotes, with the page link so I can check it myself. If there's no sentence that proves it, answer NO PROOF and it goes to OUT, even if it looks perfect on size and industry. No summarizing in your own words: either there's a quote with a link, or there's no proof. At the end of each batch, sort the ones that remain from clearest proof to weakest.
03 · Who makes the buying decision at each one
When I use it: when the company is in and I don't know which door to knock on.
Let's take one of the companies left from task 2: [COMPANY], [URL]. Tell me which department feels the problem I solve and which JOB TITLE has the budget to make the buying decision at a company of this size and industry, backed by a sentence from their website. Then I'll give you the people I see on LinkedIn with their titles, and you sort them into three groups. DECIDES: the one who puts their budget on the line. INFLUENCES: the one who gets asked and can kill it. USES: the one who lives with the problem and has no say in the purchase. Tell me who to start with and why. If the website isn't enough to decide, tell me instead of guessing.
04 · The first message, reviewed by Claude
When I use it: with the message already written by me, right before sending it.
Here's the first message I want to send to the person from task 3. Review it against these 5 mistakes and only these. One, the greeting or the blank that gives away the template. Two, a first line that's about me and not about them. Three, empty personalization that doesn't show I've read anything of theirs. Four, more than one ask in the same message. Five, the default AI tone, that cadence with no person behind it. Tell me which ones it makes, quoting the exact sentence, and which one is costing it the reply the most. Then give it back to me fixed, in my words and my tone, opening with the sentence from their website from task 2. If it doesn't make any of them, tell me and don't invent a flaw. I send the message myself.
05 · The follow-up that doesn't sound desperate
When I use it: when the first message has gone days without a reply.
I sent [PERSON] at [COMPANY] the message from task 4 and they haven't replied. Write me 3 follow-ups, and none of them can ask whether they saw my message, whether there's any update, or say I was just checking in. The first one brings proof that's useful to them even if they never buy from me: a case or a data point from their industry, with its source. The second one changes the angle on the problem, in case the first wasn't theirs, and gives them two options to answer in one line. The third is an honest close: I leave the door open, no pressure. Short, to read on a phone. Tell me how many days to leave between each one and why. And if you think it's not the time to push, tell me before writing anything.
All 5 back to back, on a real company
The company: GEMINIS, from Elgoibar. What's stated comes from their public website, geminislathes.com, and anything that's an assumption is marked as such.
| Task | Result |
|---|---|
| Task 1 | The description, ours: AI prospecting software for B2B sales teams. Best customers: industrial companies that manufacture and sell to other businesses. Claude repeats it in its own words, asks what counts as too small, and doesn't move on until it gets the go-ahead. |
| Task 2 | One candidate: GEMINIS, a lathe manufacturer from Elgoibar. The proof, on their public website, geminislathes.com: they sell to rail, steel, energy, shipbuilding and aerospace. Long cycle and audited purchasing: it fits, and the sentence comes with its link so you can check it. |
| Task 3 | The sales director or the business development director decides. The export manager influences, since they're the one feeling the problem at trade shows. The sales network technician uses it: their opinion doesn't move the purchase, but it does decide whether it gets used afterward. You start with the first one. |
| Task 4 | The draft opened with who we are, mistake two. Fixed, it opens with what's already on their website: they exhibit at BIEMH and Global Industrie, which means they're already spending money to find customers abroad. And it closes with a single question they can answer from their phone. |
| Task 5 | Three different follow-ups: one with a data point from their industry and its source, another that changes the angle and gives two options to answer, and an honest close. None asks whether they saw the message. And if Claude sees it's not the right time, it says so before writing. |
Task 1
- Result
- The description, ours: AI prospecting software for B2B sales teams. Best customers: industrial companies that manufacture and sell to other businesses. Claude repeats it in its own words, asks what counts as too small, and doesn't move on until it gets the go-ahead.
Task 2
- Result
- One candidate: GEMINIS, a lathe manufacturer from Elgoibar. The proof, on their public website, geminislathes.com: they sell to rail, steel, energy, shipbuilding and aerospace. Long cycle and audited purchasing: it fits, and the sentence comes with its link so you can check it.
Task 3
- Result
- The sales director or the business development director decides. The export manager influences, since they're the one feeling the problem at trade shows. The sales network technician uses it: their opinion doesn't move the purchase, but it does decide whether it gets used afterward. You start with the first one.
Task 4
- Result
- The draft opened with who we are, mistake two. Fixed, it opens with what's already on their website: they exhibit at BIEMH and Global Industrie, which means they're already spending money to find customers abroad. And it closes with a single question they can answer from their phone.
Task 5
- Result
- Three different follow-ups: one with a data point from their industry and its source, another that changes the angle and gives two options to answer, and an honest close. None asks whether they saw the message. And if Claude sees it's not the right time, it says so before writing.
What this system doesn't do
Step 2Your whole market doesn't fit by hand.
You just saw 5 tasks on ONE company. Doing it across your whole market, every week, is months of work, and by then half of what you found will have changed. The tasks give you the WHAT. What they don't give you is doing it across hundreds of companies, with proof and who decides.
Who wrote this
- Co-Founder · Neety
Asier Olaizola
These tasks come from preparing demos with industrial companies, step by step. It's the by-hand method, with Claude and what you already have. I build the sales AI that does it across your whole market, every week. Follow Asier on LinkedIn
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