Claude Cowork - configured for your team

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.

01

Audit your workflow

We map where your team spends time on tasks that shouldn't require a human. That's where we start.

02

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.

03

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.

04

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

Prospecting

Walk 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.

Web searchLinkedIn
SMB Sales Starter

ICP Qualifier

Prospecting

Stop chasing the wrong accounts.

Takes a list of companies or contacts, scores each against your ICP definition, and returns a ranked shortlist with reasoning.

HubSpotSalesforceGoogle Sheets

Job Change Tracker

Prospecting

Never miss a warm trigger.

Monitors your saved contacts for LinkedIn job changes and surfaces them as warm outreach opportunities with a suggested first message.

LinkedInHubSpotSalesforce

Buying Signal Scanner

Prospecting

Reach accounts when they're ready to buy.

Monitors target accounts for signals: hiring in relevant roles, funding announcements, press releases, and tech stack changes.

Web search

Competitive Intel Digest

Prospecting

Know 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.

Web searchSemrush

Cold Outreach Writer

Outreach

First 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.

Web searchLinkedIn
SMB Sales Starter

Sequence Builder

Outreach

A 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

Outreach

The right response, every time.

Reads inbound replies, classifies intent (interested / not now / objection), and drafts the appropriate response for your review.

GmailOutlook
SMB Sales Starter

Follow-up Drafter

Outreach

Post-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.

GmailOutlookGoogle Docs

Subject Line Lab

Outreach

More 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

CRM

Clean, 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.

HubSpotSalesforceWeb search
Revenue Operations

Duplicate Finder

CRM

One version of the truth in your CRM.

Scans your CRM for likely duplicate contacts and accounts using fuzzy matching. Returns a merge recommendation list.

HubSpotSalesforceGoogle Sheets

Deal Summarizer

CRM

Full 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.

HubSpotSalesforceGmailOutlook
Revenue Operations

Pipeline Auditor

CRM

Find 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.

HubSpotSalesforce
Revenue Operations

Contact Tagger

CRM

Consistent segmentation without the cleanup sprint.

Reads untagged or inconsistently tagged contacts and suggests persona, segment, and lifecycle stage tags based on activity history.

HubSpotSalesforce

Pre-Call Brief

Meetings

Walk 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.

Google CalendarOutlookHubSpotSalesforce
SMB Sales Starter

Call Notes Processor

Meetings

Structured 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.

Google DocsOneDriveHubSpotSalesforce
SMB Sales Starter

Meeting Summary to CRM

Meetings

Every 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.

Google DocsOneDriveHubSpotSalesforceGmailOutlook

Proposal Drafter

Meetings

First 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.

HubSpotSalesforceGoogle Docs

Content Repurposer

Content

One 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.

Google DocsOneDrive
Marketing Ops

Ad Copy Generator

Content

Three 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

Content

Client wins turned into sales assets.

Given outcome metrics, quotes, and a timeline, produces a structured case study draft: challenge, solution, results, pull quotes.

Google DocsOneDrive

Email Campaign Writer

Content

A 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.

HubSpotMailchimp
Marketing Ops

LinkedIn Ghostwriter

Content

Posts in your voice, not AI-voice.

Writes LinkedIn posts trained on a sample set you provide. Hook, body, and CTA variants per topic.

Marketing Ops

Blog Brief Generator

Content

A 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.

Web searchSemrush

Audience Segmentation Drafts

Content

Smarter segments without the manual analysis.

Given your contact list and campaign goal, proposes audience segments with rationale. You validate before anything runs.

HubSpotMailchimp
Marketing Ops

Weekly Pipeline Report

Reporting

Monday 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.

HubSpotSalesforceSlack
SMB Sales Starter

Campaign Performance Digest

Reporting

Know what's working before the budget runs out.

Pulls metrics from active campaigns, flags underperformers, and surfaces optimization recommendations.

HubSpotMailchimpGoogle Analytics
Marketing Ops

Win/Loss Analyzer

Reporting

Stop repeating the same mistakes.

Reads closed deal notes and outcomes, identifies patterns in wins vs. losses by deal size, industry, objection type, and rep.

HubSpotSalesforce
Revenue Operations

Market Pulse Brief

Reporting

Stay current on your market without the research time.

Weekly digest of industry news, competitor activity, and buyer sentiment signals relevant to your target market.

Web search

Revenue Forecast Assist

Reporting

A 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.

HubSpotSalesforceGoogle Sheets
Revenue Operations

Job Description Writer

HR

Post in 20 minutes, not two hours.

Drafts a complete job description from a role title, level, and key responsibilities. Formatted and ready to post.

HR Starter

Candidate Research Brief

HR

Walk 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.

LinkedInGoogle Calendar
HR Starter

Offer Letter Drafter

HR

From 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.

Google DocsOneDrive

Onboarding Plan Builder

HR

A 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.

Google DocsNotion
HR Starter

Performance Review Drafter

HR

Structured 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.

Google DocsOneDrive

Invoice Follow-up Drafter

Finance

Polite but firm, every time.

Drafts follow-up messages for overdue invoices calibrated to the relationship - first reminder vs. final notice.

QuickBooksGmailOutlook
Finance Starter

Expense Report Digest

Finance

Know where the money went without reading every receipt.

Summarizes submitted expense reports by category, flags anomalies, and surfaces anything that needs a second look.

QuickBooksGoogle Sheets

Budget vs. Actual Summary

Finance

The 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.

QuickBooksGoogle Sheets
Finance Starter

Cash Flow Brief

Finance

A weekly read on where you actually stand.

Summarizes cash position, upcoming obligations, and runway based on current accounts receivable and payable data.

QuickBooksGoogle Sheets
Finance Starter

SOP Writer

Operations

Turn 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.

Google DocsNotion
Ops Starter

Vendor Research Brief

Operations

Know 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.

Web search

Action Item Extractor

Operations

Every 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.

Google DocsOneDriveSlack
Ops Starter

Process Documentation Builder

Operations

A 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.

Google DocsNotion
Ops Starter

Renewal Risk Digest

Customer Success

Catch churn before the renewal conversation.

Flags accounts showing low engagement, support volume spikes, or missed milestones - with a suggested next action for each.

HubSpotSalesforceSlack
CS Starter

QBR Prep Brief

Customer Success

Walk 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.

HubSpotSalesforceGoogle Docs
CS Starter

Customer Health Summary

Customer Success

A 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.

HubSpotSalesforce
CS Starter

Escalation Response Drafter

Customer Success

The 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.

HubSpotSalesforceGmailOutlook

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.

HubSpotSalesforceGmailOutlookGoogle CalendarGoogle DocsGoogle SheetsOneDriveGongMailchimpSlackQuickBooksLinkedInPipedriveAirtableNotionSemrushGoogle Analytics

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