Sales reps—you’ve probably experienced the pain of being asked a question by a customer, then having to either dig through mountains of scattered docs or ping several people across your company to find an answer. This experience is both a time suck for salespeople and internal partner teams.
But what if you could quickly chat with an AI that had all the institutional knowledge about your product and services? That’s what we’ll be building in this tutorial, using Claude Projects. If your team uses ChatGPT, you can build a similar workflow with custom GPTs.
For sales managers, this workflow will speed up sales rep onboarding, improve rep retention, and significantly boost sales team productivity. If you’re a sales rep, all that time you’ve spent hunting for internal documentation, you’ll get back to focus on higher leverage activities.
Steps we’ll follow in this tutorial:
- Create a Claude Project
- Add documentation to your Project
- Create and set Project instructions
- Test and iterate your Claude Project
Tools
- Claude Pro or Team Plan
Let’s get into it!