How to use Claude to close more sales

25 Sept 2026 · 1 min

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1:06

In this short tutorial, Carly Hill explains how to use the Claude AI model to prepare for sales calls without needing a full audit. She advises feeding the applicant’s information into a prompt that already contains details about the offer, pricing, and audience. Claude then generates a concise read, specific opening questions, and two to three tailored talking points to avoid generic pitches. Carly cites a client who increased her close rate by 20% and generated an additional $15,000 in cash after applying these tips. She concludes by offering a library of Claude prompts to viewers who comment "Substack".

Chapters

A few weeks back, I showed you how to audit your sales calls so that you could get your close rate up. But now I'm gonna show you how to use Claude to prep for your calls so that you can make the most of them and you don't even have to audit them because you're gonna close them. They should have filled out an application, so you should have some information, but you're not gonna have the whole picture. So plug this prompt into Claude and it already is gonna know information about your offer and your pricing and your audience, but give it the information that you have and it's gonna do a read. More importantly, it's gonna give you specific questions that you can ask, especially at the beginning of the call, and 2 to 3 talking points so that you can make sure you're not just giving a generic pitch. These tips alone helped my client up her close rate 20% and generate at least $15K more in cash. I have so many of these Claude tutorials now, so if you want access to them, just comment the word Substack and I'll send you the full prompt library.