Claude for Sales and Marketing

claude for sales and marketing

Featured EventClaude for Sales and Marketing

Event Date19 November, 2026 - 19 November, 2026
Event Time10:00 AM- 02:00 PM( Asia/Dubai )

Event Summary

Most sales and marketing teams use Claude as a writing assistant - opening a chat, adding some context, and generating a draft. The approach works, but it also means repeatedly explaining the brand, product, pricing, positioning, and ideal customer, while output quality can vary with each prompt.
This four-hour live webinar takes a practical look at Claude Projects and Skills, demonstrating how they can bring greater consistency to sales and marketing workflows. Projects provide a persistent workspace for positioning, tone of voice, product information, and account context, while Skills turn repeatable tasks into reusable capabilities that can be applied consistently across a team.
Participants will explore how Claude can support commercial work across sales and marketing, including campaign briefs, outbound sequences, proposals, reporting, customer communication, and account-related workflows. The session will demonstrate how better prompts, structured context, and reusable capabilities can improve the quality and consistency of everyday outputs.
Through live demonstrations, attendees will see how to create and configure a Project, build a commercial knowledge base, identify tasks that should become Skills, and create a Skill from scratch. The session will also show how outputs change when Claude has access to relevant brand and product context rather than receiving the same information repeatedly in individual chats.
The webinar concludes with practical guidance on accuracy, confidentiality, and team rollout, helping sales and marketing professionals understand what to review before content reaches customers or goes to market and how to establish consistent Claude workflows across the team.

Key Takeaways:
• Prompt Claude effectively for sales and marketing tasks
• Build Projects with brand, product, and account context
• Structure a commercial knowledge base for consistent outputs
• Identify repeatable tasks that can become reusable Skills
• Build and test Skills for sales and marketing workflows
• Improve campaign, outreach, proposal, and reporting outputs
• Verify customer-facing content before it reaches the market
• Handle customer, pricing, and commercial information responsibly

Agenda

Claude for Commercial Work

Where Claude fits across the sales and marketing workflow
Working with documents, data files, and long source material
Understanding why plain chat can limit consistency
Live demo: The same brief handled in a plain chat and a configured Project

Prompting and Working with Claude

Giving Claude a clear goal, context, source material, and expected output
Iterating on a draft instead of starting over
Asking Claude to critique and improve its own output
Live demo: Developing a weak campaign brief prompt into a stronger one

Projects: A Workspace per Brand, Campaign, or Account

Understanding what Project instructions control
Writing effective instructions for sales and marketing use
Understanding Project knowledge versus repeatedly pasting context
Deciding when to create a new Project and when to reuse one
Live demo: Creating and configuring a Project for a brand and current campaign

Building the Commercial Knowledge Base

What to load: positioning, tone of voice, ICP, pricing, objection handling, and case studies
Identifying what should be excluded from the knowledge base
Understanding how excessive or outdated information can affect output quality
Keeping commercial knowledge current as products, pricing, and messaging evolve
Live demo: Building a knowledge base and rerunning the same request to compare results

Skills: From Repeatable Task to Reusable Capability

Understanding Skills and how they differ from prompts and Projects
Identifying tasks worth turning into Skills, including briefs, sequences, proposals, and reporting
Understanding how Claude determines when a Skill applies
Live demo: Invoking an existing Skill on a live sales or marketing request

Building a Skill from Scratch

Writing a description that determines when Claude should use the Skill
Capturing the required format, voice, and non-negotiables
Testing, correcting, and versioning a Skill
Live demo: Building a Skill for an outbound email in the house voice, then testing and correcting it

Accuracy, Confidentiality, and Rollout

Reviewing outputs before they reach customers or go to market
Handling customer information, pricing, and unreleased plans responsibly
Establishing consistent Projects and Skills across a sales or marketing team
Identifying practical starting points for team adoption
Live demo: Conducting a review pass over the outputs produced during the session

More About Trainer

Mohamed DorghamAI Software Engineer and Robotics Trainer

Experienced AI Engineer and Trainer in AI, Robotics, and Computer Vision, with a strong focus on designing, training, and deploying ML and DL models and web applications. Actively involved in mentoring through both research and instructional roles, consistently driving innovation and delivering impactful solutions.