Top Five Ways to Start Using Claude for Small Business Sales and Marketing

Mike M.

·Mar 20, 2026 03:59 PM·

Top five things you might do to get started using Claude for a small business for sales and marketing

3 comments

· Sorted by Oldest

Brooks C.
·
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Mike M. Honestly the best place to start is just telling Claude exactly what you're working with. Dump your full sales and marketing tech stack into the chat, describe how your team actually works day to day, and ask it to map out what you have, what's missing, and where AI or automation could save you time or make you more money. Most people are surprised by how much low-hanging fruit shows up in that first conversation. From there, five things that tend to make the biggest difference early on:
1.
Use it to research prospects before every call. Paste in a LinkedIn profile or company website and ask for a quick brief on who they are, what they probably care about, and how to open the conversation.
2.
Let it write your first drafts. Cold emails, follow-ups, LinkedIn messages. Give it your offer and who you're talking to and ask for three versions. Pick the one that sounds like you and clean it up.
3.
Turn your discovery call notes into structured follow-ups. Paste your rough notes after a call and ask Claude to pull out the key points, pain areas, and next steps. Takes 30 seconds.
4.
Repurpose content across channels. One LinkedIn post becomes a cold email opener, a DM, and a talking point for a deck. One input, multiple outputs.
5.
Build out your objection handling. Tell Claude the three objections you hear most often and ask it to help you craft responses. Save them. You will have the start of a proper sales playbook.
One thing that takes this to the next level: create a custom skill for each repeating task. A prospect research skill. A cold email skill. A call debrief skill. You set it up once with your context, your tone, your process, and from then on anyone on your team can just talk to Claude in plain English and get structured, consistent output every time. No prompting knowledge needed, no learning curve. It basically becomes a trained teammate that never forgets how you like things done. The stack audit is the unlock though. Start there.
Jared R.
·
·
ya - this is dependent on your needs first and foremost
1.
sales / lead gen
2.
delivery
3.
account management
4.
etc
👍1
Jared R.
·
·
needs will result from your biggest bottleneck

Brooks C.
·
·
Mike M. Honestly the best place to start is just telling Claude exactly what you're working with. Dump your full sales and marketing tech stack into the chat, describe how your team actually works day to day, and ask it to map out what you have, what's missing, and where AI or automation could save you time or make you more money. Most people are surprised by how much low-hanging fruit shows up in that first conversation. From there, five things that tend to make the biggest difference early on:
1.
Use it to research prospects before every call. Paste in a LinkedIn profile or company website and ask for a quick brief on who they are, what they probably care about, and how to open the conversation.
2.
Let it write your first drafts. Cold emails, follow-ups, LinkedIn messages. Give it your offer and who you're talking to and ask for three versions. Pick the one that sounds like you and clean it up.
3.
Turn your discovery call notes into structured follow-ups. Paste your rough notes after a call and ask Claude to pull out the key points, pain areas, and next steps. Takes 30 seconds.
4.
Repurpose content across channels. One LinkedIn post becomes a cold email opener, a DM, and a talking point for a deck. One input, multiple outputs.
5.
Build out your objection handling. Tell Claude the three objections you hear most often and ask it to help you craft responses. Save them. You will have the start of a proper sales playbook.
One thing that takes this to the next level: create a custom skill for each repeating task. A prospect research skill. A cold email skill. A call debrief skill. You set it up once with your context, your tone, your process, and from then on anyone on your team can just talk to Claude in plain English and get structured, consistent output every time. No prompting knowledge needed, no learning curve. It basically becomes a trained teammate that never forgets how you like things done. The stack audit is the unlock though. Start there.
Jared R.
·
·
ya - this is dependent on your needs first and foremost
1.
sales / lead gen
2.
delivery
3.
account management
4.
etc
👍1
Jared R.
·
·
needs will result from your biggest bottleneck