Course · 5 chapters
Sales Pipeline with Cowork
Run your sales pipeline with Claude Cowork: log call summaries to your CRM, run weekly reviews, and build weighted forecasts. 5 chapters, practitioner level, for sales pros.
What you'll be able to do
- Log call summaries straight to your CRM
- Run weekly pipeline reviews with Cowork
- Catch stale deals before they slip
- Build live pipeline dashboards from CRM data
- Generate weighted revenue forecasts
- Research accounts with Chrome and Cowork
What's inside
- 1Sales with Cowork: Start Here
An orientation across the deal-lifecycle ladder — call summary, pipeline review, weighted forecast, and Chrome-paired prospecting on one page.
- 2Call Summary & CRM Logging
The day-one Cowork-for-sales workflow — every call ends with a structured summary, an action list with owners, and an activity logged to the right deal in your CRM.
- 3Pipeline Review & Hygiene
Run /pipeline-review every Monday — flag stale deals, surface missing next steps, and ship a Live Artifact dashboard that beats your manager's spreadsheet.
- 4Weighted Forecasting
Generate weighted revenue forecasts on demand — drive /forecast against live CRM data and walk into your forecast call with numbers instead of gut feelings.
- 5Chrome + Cowork Prospecting
The capstone sales workflow — Chrome gathers from LinkedIn and target sites, Cowork builds the account-research brief, logs it to the CRM, and drafts outreach.
Frequently asked questions
- What will I learn in this Claude Cowork sales course?
- You learn to run a sales workflow with Claude Cowork and the Anthropic Sales plugin: logging structured call summaries to your CRM, running weekly pipeline reviews, building weighted forecasts, and pairing Chrome with Cowork for account research and outreach. It works with both Salesforce and HubSpot.
- Who is this Claude Cowork sales course for?
- It is for sales professionals, account executives, and sales managers who use Salesforce or HubSpot and want to automate pipeline hygiene, forecasting, and prospecting with Claude Cowork. It is set at a practitioner level for people already working deals.
- Do I need coding experience to take this course?
- No coding is required. The course runs through Cowork commands like /pipeline-review and /forecast plus a Chrome pairing, all driven with plain prompts against your existing CRM data.
- How long is the course and is there a certificate?
- It is about 1.5 hours across 5 chapters. On completion you earn an AI Academy by Anthropos certificate.
- Is this Claude Cowork sales course free?
- No, it is a paid course included with an AI Academy by Anthropos subscription.
Earn a certificate
Complete all chapters to receive your certificate of completion.