Claude Cowork for Sales: Your AI Wingman for Every Deal

About the Course:

Sellers live inside files, proposals, RFPs, decks, contracts, account plans, customer notes, NDA copies, and folders that quietly multiply with every deal. This power-packed 90-minute session shows sales professionals how to use Claude Cowork by Anthropic as their desktop AI co-worker, to organise deal files, summarise customer documents, prep account materials, and automate the admin work that quietly steals hours from selling. You'll learn how to clean up account folders, summarise call recordings and meeting notes, extract key terms from RFPs and contracts, automate recurring deal-file workflows, and prep cleaner inputs for your CRM, decks, and follow-ups, all without writing a single line of code. By the end, you'll spend less time on deal admin and more time actually selling.

Why This Course?

Sellers spend less than 30% of their week actually selling; the rest disappears into deal files, RFP docs, proposal versions, contract trails, customer note clean-up, and the same desktop chores that eat into prime selling time. Claude Cowork ends that grind, but only if you know how to set it up, talk to it, and trust it. This course is not a feature tour. It's a hands-on workshop built around real selling scenarios, account file organisation, RFP/proposal handling, contract review prep, customer document summaries, deal hygiene, and recurring sales admin, so you walk away with prompts and patterns you can use on your very next deal.

Why Now?

AI is moving from the browser to the desktop, quietly, but quickly. Sales leaders are openly saying that the next generation of reps will be expected to do more with learner support, faster turnarounds, and sharper account insights, and tools like Claude Cowork are the single biggest lever to make that happen on the laptop itself. Learning Cowork today is the new equivalent of mastering CRM automation a decade ago, a quiet, compounding career advantage. The earlier you adopt, the bigger your number.

Course Objectives:

By the end of this 90-minute session, sales professionals will be able to:

• Install, set up, and confidently navigate Claude Cowork on a personal or work desktop.
• Use Cowork to organise account folders, sort deal files, rename in bulk, and clean up customer-facing directories.
• Read, summarise, and extract content across sales documents, RFPs, proposals, contracts, and customer briefs.
• Automate small but recurring sales desktop tasks (filing, tagging, moving, formatting) without code.
• Apply prompt best practices to get accurate, repeatable, and trustworthy results from Cowork on sales work.
• Identify the right sales tasks to delegate to AI, and the ones that still need your direct touch.

Who is the Target Audience?

• B2B and B2C sales professionals, Account Executives, BDRs, SDRs, and Account Managers.
• Sales managers and team leads are responsible for the pipeline, forecasts, and team performance.
• Key Account Managers, Customer Success Managers, and Solutions/Pre-sales consultants.
• Inside sales, field sales, channel sales, and partner sales teams are handling high document volumes.
• Sales leaders, RevOps teams, and enablement leads are exploring AI desktop tools across the sales org.

Basic Knowledge:

• Working knowledge of core sales workflows (prospecting, pipeline, proposals, follow-ups, QBRs).
• Day-to-day comfort using a personal or work computer (Windows or Mac) and managing files and folders.
• A laptop where Claude Cowork can be installed (recommended for live, hands-on practice).
• No prior AI or coding experience required; the course is fully beginner-friendly on the AI side.