"January 2026. I stared at a terminal for the first time in my career and had no idea what I was looking at."
I've been building and leading sales teams for two decades. Three exits. I've sold to CIOs at Fortune 500 companies and sold a blockchain developer platform to crypto anons via Telegram. I've been uncomfortable before. This was different.
If you're a sales leader reading this and feeling like you're behind on AI, I want you to hear this clearly: you're not behind. You're exactly where almost everyone is.
The people who figure this out aren't more technical than you. They're just willing to check their ego at the door.
Here's exactly how we did it. Step by step. So you can take it to your team today.
You don't need to become a developer. You need to find the tech-curious person who already works at your company. Every org has one. The RevOps person who builds automations for fun. The BizOps analyst who taught themselves SQL. The AE who is always the first to try new tools.
That person is Nick. He's our Marketing Lead who operates as a quasi RevOps Lead in his spare time, and the reason any of this works. I didn't build our agents. Nick did. What I did was show up with the use cases, the priorities, and the willingness to sit in the tool with him and learn.
The setup is real. You're going to connect to GitHub. You're going to open a terminal. You're going to feel like you're back in school learning something for the first time. That feeling lasts about two days.
Your Nick handles the initial wiring. Getting Claude Code installed. Connecting it to your systems. This is not a six-month IT project. This is an afternoon. Once the environment is set up, you're going to open Claude Code, type a question in plain English, and get back something that stops you cold.
The trick is not to overthink the prompting. Talk to Claude like you would talk to a sharp colleague. Say something like "act like a top tier prompt engineer and help me come up with the best prompt for this. Here's what I'm trying to achieve." Let Claude help you write the prompt. Then plug that into Claude Code as a repeatable skill. No code. Just a conversation that turns into automation.
This is the real mindset shift. Before you start any task, ask yourself: "Can Claude do this for me?"
Prepping for a call. Drafting a follow-up email. Building an account plan. Researching a prospect. Updating your CRM notes. Writing a business case. The answer is almost always yes.
Instead of slides, build polished microsites for customers. The kind of thing an agency would bill five figures for, built in five minutes. Auto-draft email responses. Build account plans for five accounts at once. Run forecasting so your manager never has to ping you for updates. For anyone on your team who finds the terminal intimidating, Cowork offers the same power as Claude Code with a friendlier UI.
Claude is only as smart as the data you give it. This is where your Nick comes in again. Connect your CRM. Connect your email. Connect your call recordings. Connect your calendar. Once Claude has access to all of your data, it becomes the operating system you run your business on.
Now when a rep finishes a prospect call, Claude has the transcript, the deal context, the contact history, and the account research all in one place. It drafts the follow-up email before they're off the call. It updates the CRM without anyone asking. It reviews the call, flags what was uncovered and what was missed, and posts a coaching summary to Slack, so I can see where my reps need help without scheduling a debrief. Forecasting rolls up automatically.
That's a fundamentally different way of operating.
Start with these. They're the fastest to build and the easiest to feel. Both solve pain your reps feel every single day. And both build the trust your team needs before you start automating the harder stuff.
Someone on your team is going to come to you and say "I built something you didn't ask for." That's how you know it's working.
You're going to look at how your team operated before and it's going to feel like a different era. The same way you look back at selling before Salesforce, before LinkedIn, before Gong.
An AE somewhere is going to close a deal they never could have closed alone. Their quota is going to be twice what it is today. And nobody is going to call it AI-assisted selling. They're just going to call it selling.
The companies that win in GTM over the next two years aren't the ones with the best AI tools. They're the ones where the entire team operates differently because of AI.
I'm sharing how we build these agents in real time. Happy to walk you through the setup or just jam on what's possible.