Better Prompts = Better Commissions
AI Tool Setup

Configure your AI tools for sales from day one

Step-by-step setup for Claude, ChatGPT, and Copilot. Get fully configured in under 2 hours with persistent context, CRM connections, and team-ready workflows.

Choose your AI tool

C

Claude

Best for deep analysis & complex deals

Projects for persistent context, Desktop + MCP for live CRM, Zapier for 7,000+ automations. The three foundations that make Claude a full sales partner.

  • Claude Projects setup with sales context
  • HubSpot / Salesforce MCP connection
  • Zapier MCP for workflow automation
  • 6 recommended sales-specific Projects
  • Week-by-week implementation plan
12 min readRead Guide →
G

ChatGPT

Best for team deployment & content

Custom Instructions, training data opt-out, Custom GPTs with your documents, saved prompt library. Everything you need in under 90 minutes.

  • Custom Instructions templates
  • Training data opt-out (30 seconds)
  • Custom GPT with company docs
  • 4 recommended Custom GPTs to build
  • Team-sharing setup
11 min readRead Guide →
M

Microsoft Copilot

Best for M365 enterprise teams

Outlook + Teams install, Dynamics or Salesforce CRM connection, first Power Automate workflows. Full setup for the Microsoft ecosystem.

  • Copilot for Sales in Outlook + Teams
  • Dynamics 365 and Salesforce connection
  • 3 Power Automate workflow recipes
  • Sales Chat prompt library
  • Month-by-month rollout plan
14 min readRead Guide →

What to do after setup

1,140+
Prompts ready for your configured AI tool
25
Use cases by role and sales task
25+
Claude Skills for your Projects
10
AI automation workflow recipes