Every team in your business,
running at a different speed.
We configure Claude Cowork for sales, marketing, HR, finance, operations, customer success - connected to your existing tools on day one. Setup takes days, not months.
How it works
We handle everything. Your team gets working tools.
Audit your workflow
We map where your team spends time on tasks that shouldn't require a human. That's where we start.
Configure and connect
We set up the capabilities, connect your existing tools - HubSpot, Salesforce, Google Workspace, Gong - and write the instructions specific to your team.
Deploy to your org
Everything goes into your Claude Cowork private workspace. Every teammate gets it on day one. No installs. No technical setup on their end.
Maintain and expand
Cowork is moving fast. We keep your configuration current and add new capabilities as the platform ships.
Nine bundles. Pick your starting point.
Most teams start with one bundle and expand. Each is designed to deliver results in the first week.
SMB Sales Starter
For a sales team of 1-5 reps that needs leverage fast.
- Prospect Intel Brief
- Cold Outreach Writer
- Reply Handler
- Pre-Call Brief
- Call Notes Processor
- Weekly Pipeline Report
HubSpot or Salesforce + Gmail or Outlook
Marketing Ops
For a 1-2 person marketing team that needs to move faster.
- Campaign Content Production
- Content Repurposer
- Audience Segmentation Drafts
- Email Campaign Writer
- LinkedIn Ghostwriter
- Campaign Performance Digest
Google Docs or OneDrive + HubSpot or Mailchimp
Revenue Operations
For a RevOps or sales manager focused on data quality and visibility.
- CRM Enricher
- Pipeline Auditor
- Deal Summarizer
- Win/Loss Analyzer
- Revenue Forecast Assist
HubSpot or Salesforce + Google Sheets + Gong (optional)
HR Starter
For small HR teams managing hiring, onboarding, and performance.
- Job Description Writer
- Candidate Research Brief
- Onboarding Plan Builder
Google Docs or OneDrive + LinkedIn + Google Calendar
Finance Starter
For finance or accounting teams spending too much time on manual reporting.
- Invoice Follow-up Drafter
- Budget vs. Actual Summary
- Cash Flow Brief
QuickBooks + Google Sheets + Gmail or Outlook
Ops Starter
For operations teams that run on processes and documentation.
- SOP Writer
- Action Item Extractor
- Process Documentation Builder
Google Docs + Notion + Slack
CS Starter
For customer success teams managing renewals and account health.
- Renewal Risk Digest
- QBR Prep Brief
- Customer Health Summary
HubSpot or Salesforce + Google Docs
Full Go-to-Market
For founders and small teams doing sales and marketing themselves.
- Prospect Intel Brief
- Cold Outreach Writer
- Content Repurposer
- Email Campaign Writer
- Reply Handler
- LinkedIn Ghostwriter
HubSpot + Gmail + Google Docs
Executive Intel
For founders and managers who need visibility across the business.
- Weekly Pipeline Report
- Win/Loss Analyzer
- Revenue Forecast Assist
- Campaign Performance Digest
- Market Pulse Brief
HubSpot or Salesforce + Google Sheets + Google Analytics
48 capabilities, ready to configure.
Filter by department or search for what your team needs most. Most clients start with one bundle and expand from there.
48 of 48 capabilities
Prospect Intel Brief
ProspectingWalk into every call prepared.
Give it a company name or URL. Get back a one-page brief: recent news, tech stack signals, likely pain points, and talking points for first contact.
ICP Qualifier
ProspectingStop chasing the wrong accounts.
Takes a list of companies or contacts, scores each against your ICP definition, and returns a ranked shortlist with reasoning.
Job Change Tracker
ProspectingNever miss a warm trigger.
Monitors your saved contacts for LinkedIn job changes and surfaces them as warm outreach opportunities with a suggested first message.
Buying Signal Scanner
ProspectingReach accounts when they're ready to buy.
Monitors target accounts for signals: hiring in relevant roles, funding announcements, press releases, and tech stack changes.
Competitive Intel Digest
ProspectingKnow what competitors are doing before your prospects do.
Weekly summary of competitor activity: new features, pricing changes, customer reviews, and job postings as a proxy for roadmap.
Cold Outreach Writer
OutreachFirst emails that don't read like first emails.
Writes a personalized cold email using the prospect's LinkedIn profile, recent company news, and your defined value prop. Not merge fields.
Sequence Builder
OutreachA complete outreach sequence in minutes.
Given a prospect profile and goal, generates a 4-6 touch sequence across email and LinkedIn with subject lines and timing rationale.
Reply Handler
OutreachThe right response, every time.
Reads inbound replies, classifies intent (interested / not now / objection), and drafts the appropriate response for your review.
Follow-up Drafter
OutreachPost-meeting emails that actually get read.
Given a call summary, writes a follow-up with recap, next steps, and any commitments made - ready to review and send.
Subject Line Lab
OutreachMore opens, fewer guesses.
Takes an email draft and generates five subject line variants with reasoning, A/B test logic, and a spam risk flag.
CRM Enricher
CRMClean, current records without manual data entry.
Enriches stale or incomplete contacts and accounts with current data. Outputs a diff for rep review - nothing updates without approval.
Duplicate Finder
CRMOne version of the truth in your CRM.
Scans your CRM for likely duplicate contacts and accounts using fuzzy matching. Returns a merge recommendation list.
Deal Summarizer
CRMFull deal context in 30 seconds.
Reads all notes, emails, and activities on a deal and produces a plain-language summary with a recommended next action.
Pipeline Auditor
CRMFind the deals slipping before they slip.
Reviews open pipeline, flags stalled deals, missing fields, and wrong close dates, and outputs a prioritized to-do list.
Contact Tagger
CRMConsistent segmentation without the cleanup sprint.
Reads untagged or inconsistently tagged contacts and suggests persona, segment, and lifecycle stage tags based on activity history.
Pre-Call Brief
MeetingsWalk into every meeting knowing exactly what matters.
Five minutes before a meeting, pulls contact history, deal status, recent company news, and last touchpoint into a one-page brief.
Call Notes Processor
MeetingsStructured notes without the hour of cleanup.
Takes raw post-call notes or a transcript and extracts pain points, objections, commitments, next steps, and CRM fields to update.
Meeting Summary to CRM
MeetingsEvery meeting logged without lifting a finger.
Reads a transcript or notes file, writes the CRM activity note, updates the deal stage, and drafts the follow-up email - all for approval before anything is sent.
Proposal Drafter
MeetingsFirst draft of the proposal ready before you leave the call.
Given a deal brief, drafts a proposal outline or SOW pre-filled with the relevant company context, pain points, and pricing.
Content Repurposer
ContentOne piece of content becomes ten.
Takes a blog post, webinar, or case study and produces a LinkedIn post, email snippet, short-form video script, and X thread.
Ad Copy Generator
ContentThree ad variants per channel, ready to test.
Given a product, audience, and channel (LinkedIn, Meta, Google), generates headline, body, and CTA options per channel.
Case Study Builder
ContentClient wins turned into sales assets.
Given outcome metrics, quotes, and a timeline, produces a structured case study draft: challenge, solution, results, pull quotes.
Email Campaign Writer
ContentA nurture sequence from a goal and an offer.
Given a campaign goal, audience segment, and offer, writes a 3-email sequence with subject lines and preview text.
LinkedIn Ghostwriter
ContentPosts in your voice, not AI-voice.
Writes LinkedIn posts trained on a sample set you provide. Hook, body, and CTA variants per topic.
Blog Brief Generator
ContentA researched brief before the first word is written.
Given a keyword or topic, produces title options, H2 structure, key points, internal link suggestions, and target word count.
Audience Segmentation Drafts
ContentSmarter segments without the manual analysis.
Given your contact list and campaign goal, proposes audience segments with rationale. You validate before anything runs.
Weekly Pipeline Report
ReportingMonday morning visibility without the Monday morning prep.
Pulls open pipeline by stage and rep, calculates velocity and coverage ratios, summarizes prior week wins and losses.
Campaign Performance Digest
ReportingKnow what's working before the budget runs out.
Pulls metrics from active campaigns, flags underperformers, and surfaces optimization recommendations.
Win/Loss Analyzer
ReportingStop repeating the same mistakes.
Reads closed deal notes and outcomes, identifies patterns in wins vs. losses by deal size, industry, objection type, and rep.
Market Pulse Brief
ReportingStay current on your market without the research time.
Weekly digest of industry news, competitor activity, and buyer sentiment signals relevant to your target market.
Revenue Forecast Assist
ReportingA credible forecast with the assumptions on the table.
Models a range forecast from current pipeline and historical close rates by stage, with the reasoning made explicit.
Job Description Writer
HRPost in 20 minutes, not two hours.
Drafts a complete job description from a role title, level, and key responsibilities. Formatted and ready to post.
Candidate Research Brief
HRWalk into every interview knowing who you're talking to.
Pulls LinkedIn profile, recent work history, and any public signal into a pre-interview brief for the hiring manager.
Offer Letter Drafter
HRFrom verbal yes to written offer in minutes.
Generates a draft offer letter from comp details and role information. Ready for HR review before anything goes to the candidate.
Onboarding Plan Builder
HRA tailored first 30 days for every new hire.
Given a role and start date, builds a day-by-day onboarding plan with system access milestones, key meetings, and deliverables.
Performance Review Drafter
HRStructured reviews without the blank-page problem.
Takes raw notes or feedback and formats it into a structured performance review draft. Manager edits and approves before sharing.
Invoice Follow-up Drafter
FinancePolite but firm, every time.
Drafts follow-up messages for overdue invoices calibrated to the relationship - first reminder vs. final notice.
Expense Report Digest
FinanceKnow where the money went without reading every receipt.
Summarizes submitted expense reports by category, flags anomalies, and surfaces anything that needs a second look.
Budget vs. Actual Summary
FinanceThe monthly numbers, explained in plain English.
Takes raw budget and actual data and produces a plain-language summary with variance callouts and questions worth asking.
Cash Flow Brief
FinanceA weekly read on where you actually stand.
Summarizes cash position, upcoming obligations, and runway based on current accounts receivable and payable data.
SOP Writer
OperationsTurn tribal knowledge into documented process.
Given a description of how something works, produces a formatted standard operating procedure draft with steps, decision points, and ownership.
Vendor Research Brief
OperationsKnow who you're dealing with before the first meeting.
One-page brief on a vendor: background, reviews, pricing signals, known limitations, and alternatives worth considering.
Action Item Extractor
OperationsEvery meeting ends with a clear list of what happens next.
Extracts action items from meeting notes with owner and due date. Ready to paste into your project tool or send as a recap.
Process Documentation Builder
OperationsA runbook from a conversation.
Given a description of a workflow, builds a step-by-step process doc with decision points, edge cases, and handoff notes.
Renewal Risk Digest
Customer SuccessCatch churn before the renewal conversation.
Flags accounts showing low engagement, support volume spikes, or missed milestones - with a suggested next action for each.
QBR Prep Brief
Customer SuccessWalk into every QBR with the full picture.
Pulls account health, usage highlights, open issues, key wins, and upcoming milestones into a structured QBR prep doc.
Customer Health Summary
Customer SuccessA weekly read on your entire book of business.
Summarizes health signals across all active accounts with priority flags so you know where to focus this week.
Escalation Response Drafter
Customer SuccessThe right response to a frustrated customer, fast.
Given the account history and issue context, drafts an escalation response at the right tone - for manager or exec review before sending.
Works with the tools you already use.
No ripping and replacing your stack. Everything connects to your existing systems and writes back only after you review and approve.
Straightforward pricing.
Start with a single capability. Build out a bundle. Add a retainer to keep everything current.
Setup
$1,500
One-time base fee to get configured, connected, and deployed.
- Workflow audit
- Tool integration (HubSpot, Salesforce, etc.)
- Deployment to your private Cowork workspace
- Team walkthrough
Capabilities
$500 / capability
$1,000 for any 3
Bundle pricing - save $500
Each capability is configured to your workflow, connected to your tools, and ready for your team on day one.
Monthly retainer
$100 / month
Keeps everything current as Cowork ships new features and your tools evolve.
- Platform and connector updates
- New capabilities as they become relevant
- Priority support
- Quarterly expansion review
Retainer is $25/capability/month. Claude seats are billed directly by Anthropic - not through us.
Not sure where to start? Book a call and we'll map the right capabilities to your workflow.
Nothing gets sent without your approval. Every capability that touches email, CRM, or customer-facing communication outputs a draft for human review. The AI does the work. You decide what goes out.
Ready to give your team an unfair advantage?
Tell us which capabilities fit your team and we'll show you exactly what it looks like in your environment.
Book a Call