🧠 Claude for Sales & Marketing Automation

Name: Claude for Sales & Marketing Automation
Availability: InStock

Use Claude to research prospects, draft outreach, build call scripts, analyse campaign data, create documents and automate repetitive sales and marketing work — with a human in control.

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🎬 8 video lessons📝 8 quizzes🛠 1 project⏱ ≈ 2 h🎓 Certificate

▶Free preview · no sign-upWhat Claude can do for sales and marketing

What you will be able to do

Set up Claude Projects with your offer, ICP and brand rules
Research accounts and draft personalised outreach in minutes
Build call scripts, objection guides and proposals
Analyse campaign and CRM exports and build reports
Automate recurring workflows safely with connectors and approvals

Claude is an AI assistant built by Anthropic that is strong at reading long documents, writing in your voice, analysing data and working through multi-step tasks. Connected to tools like Gmail, Google Drive, calendars and CRMs, it can take real work off a sales and marketing team. This course shows practical workflows for BD, outreach, call centers, media buying and reporting.

Features and connectors change over time; the workflows and safety rules in this course stay the same.

Course content

Module 1 · Setting Claude up for your business2 lessons

1. What Claude can do for sales and marketingFree preview ▶ 10 min 2. Projects, context and brand rules ▶ 12 min

Module 2 · Sales workflows3 lessons

3. Prospect research and personalised outreach ▶ 14 min 4. Call scripts, objection handling and coaching ▶ 12 min 5. Proposals, decks and sales documents ▶ 12 min

Module 3 · Marketing analysis and automation4 lessons

6. Campaign and CRM analysis with Claude ▶ 12 min 7. Connectors, recurring tasks and automation ▶ 14 min 8. Using Claude safely: data, accuracy and compliance ▶ 10 min 9. Project: your Claude-powered workflowProject ▶ 30 min

📝 Test your learning

Take a short pre-test before you start, then a 10-question final exam at the end (pass mark 70%). Passing unlocks your certificate — and shows exactly how much you improved.

1. Pre-testOptional, before lesson 1

2. All lessons8 lessons with quizzes + 1 project

3. Final examUnlocks after every lesson

4. CertificateVerifiable, LinkedIn-ready

Course project

Build a Claude-powered sales or marketing workflow for your business: a set-up Project, three saved prompts or skills, one automated recurring task with an approval step, and before/after time estimates.