Setup guides

AI agents for sales teams on Claude

Pipelines die quietly: leads uncleaned, follow-ups late, stages stale. These four agents keep the records clean and the drafts ready. Your reps keep the conversations.

The four agents, on Claude

Lead Intake Agent for Claude

It cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene.

Setup guide →

Outreach Agent for Claude

It drafts evidence-based first-touch emails for your approved leads, each showing the evidence it used, with a CTA and an approval status.

Setup guide →

Qualification Agent for Claude

It applies your approved rubric to each lead's evidence and prepares the decision, criterion by criterion, with unknowns marked instead of guessed.

Setup guide →

Follow Up Pipeline Agent for Claude

It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status.

Setup guide →

How setup works on Claude

Create a Project for the job and add skill.md as Project knowledge with the setup prompt as instructions. Run the setup conversation, check the sample-data output, then start each run in that Project so the rules stay loaded. Artifacts Claude produces can be saved out to your Drive.

Honest limits

Without a Project, Claude chat context resets between sessions and you re-paste the rules. Keep the skill file in Project knowledge so the workflow stays put.

Questions people ask

Which AI agents for sales teams run on Claude?

All four: Lead Intake Agent, Outreach Agent, Qualification Agent, Follow Up Pipeline Agent. Each is $19 one-time - three plain-text files that live in a Claude Project.

Why run sales teams agents on Claude?

Create a Project for the job and add skill.md as Project knowledge with the setup prompt as instructions. Run the setup conversation, check the sample-data output, then start each run in that Project so the rules stay loaded. Artifacts Claude produces can be saved out to your Drive.

Is this affiliated with Claude?

No. AI Agent Skills is an independent store, not affiliated with or endorsed by Claude or its makers.

AI Agent Skills is an independent store, not affiliated with Claude or its makers.