Revenue Intelligence OS
Stop preparing every deal from scratch, and stop mistaking a full pipeline for a healthy one.
You are a full commercial team of one: the researcher, the enablement function, the proposal desk, and the CRM administrator, squeezed into the gaps between the conversations that actually close deals. Every account gets prepped from memory, every follow-up written at 10pm, every forecast built on optimism because nothing separates what a buyer did from what you hoped it meant.
This course builds you a revenue intelligence system in the Claude Code desktop app: a commercial brain that remembers every customer and every win and loss, connectors that read your real tools, and a digital deal team of named roles who research the account, prepare the meeting, and challenge the deal before you spend relationship capital on it. You sell. Claude prepares.
No terminal, no code, no tech skills. You work in a simple desktop app and describe what you want in plain language. What you get back is a way of selling where every conversation makes the system sharper, and your forecast finally rests on evidence instead of hope.
Built on the Claude Code app. Tailored to how you sell. No coding. No tech skills. For beginners.
9 sessions · €149 + Claude Pro subscription (€18/month, required)
Buyers come in better informed because they are using AI to research you. Cycles got longer, forecasts got harder, and leadership wants more accurate numbers and better conversion. The pressure is real, and doing the same work slightly faster does not answer it.
You have tried AI. You drafted a follow-up, summarised a call, sped up a proposal. It saved you a few minutes and changed nothing else, because the AI changed the speed, not the system.
The next generation of sellers runs a different setup. Their commercial knowledge compounds: every call, objection, win, and loss gets read once, filed, and turned into preparation for the next deal. They walk into meetings knowing what changed, what is unverified, and what to ask, and their pipeline tells them the truth because the system refuses to confuse activity with progress.
You build that in the Claude Code desktop app with a commercial brain, a digital deal team, and a weekly rhythm, tailored to how you sell, without being technical and without writing a line of code.
- Your market and your accounts
- Your buyers, in their own words
- Your objections and your proof
- Your offers and your pricing logic
- Your wins and losses, and what they taught you
- Your deal team of roles
- Your conversation loop
- Your weekly revenue rhythm
- Your way of selling
By the end, you have a working system that researches accounts, prepares every conversation, challenges the deals that are not as real as they look, drafts your follow-ups and proposals from evidence, and turns every week into a short list of the decisions that actually need you.
You still bring the relationships. The system gives you the structure.
No AI experience needed. No coding. Built for beginners.
A working model of your market, your accounts, and how you sell, not a document dump. You read it. Claude maintains it.
- Set up the Claude Code desktop app and stand up your commercial brain in the first sessions, guided click by click
- A living wiki that holds your buyers in their own words, your objections and proof, and why every past deal was won or lost
- An authority model you write once: what Claude may do alone, what it must draft for your approval, and what stays yours (price, commitments, the forecast you sign)
- A never-promise list, so no draft ever commits to a date, a discount, or a capability you have not approved
No terminal, ever. You work in the Claude Code desktop app and describe what you want. Claude does the file work.
- Connect Gmail, Calendar, and Drive, scoped to exactly the deal threads and documents each role needs to read
- Your CRM, call transcripts, and analytics feed in through governed exports, never guessed or fabricated
- The CRM records what happened. Your brain explains what it means. Pipeline numbers stay in the CRM, learning stays in the wiki
- A boundary you set once, so nothing Claude reads from an inbox is ever treated as an instruction to act on
Read only by default. The OS never writes to your CRM and never sends. Every send is still yours.
The part most AI courses skip. A team of commercial perspectives, not one generic assistant.
- An Account Intelligence Analyst that researches the company, the power, and the pressure before you spend relationship capital
- A Meeting Strategist that briefs every conversation: what changed, what is unverified, and the three questions that advance the deal
- A Deal Challenger whose whole job is to find why a deal might die, before the market does it for you
- A reusable role template, so you can add the rest of your team yourself
These are not fictional AI employees. They are persistent commercial perspectives, files Claude plays on request, never agents acting while you are not looking.
Brief before, fully present during, capture after. Every meeting makes the next one sharper.
- A one-page brief before the meeting, so you walk in prepared to think, not just to present
- Nothing listens during the call. You are fully present, and the capture runs afterward from your notes
- After the meeting, Claude drafts the follow-up, extracts the commitments, updates the stakeholder map, and writes the CRM update for you to apply
- Every conversation closes onto the brain, so the fourth meeting starts knowing everything from the first three
The jobs you repeat every week, encoded once to your standard, drawing on the brain.
- A Call Prep skill and an Account Research skill that draft from your brain, not a blank page
- A Follow-Up skill that writes the immediate note and the seven-day check-in in your voice, in one run, ready for you to send
- An Objection Response skill that answers with your real proof, and a Proposal Builder that builds around the customer’s business case
- A promise gate inside every skill, so a draft that overcommits stops before it reaches you
The 2026 difference. A pipeline that tells you the truth.
- A deal memo that separates evidence (a budget owner attended, a next step scheduled) from assumption (they seemed excited)
- A mutual action plan the buyer co-signs, so intent is written down or visibly missing
- A weekly revenue review that reads the week and hands you the three decisions that actually need your judgment
- The purpose is to improve your commercial judgment, not to make the pipeline look healthy
By the end of session nine, you have:
- 1 revenue intelligence system in Claude Code
- 1 living commercial brain that compounds
- 8 named roles on your digital deal team
- 7 reusable Claude Skills
- 1 weekly revenue rhythm that runs on evidence
And you walk away with:
- A way of selling where every conversation makes the system sharper
- A pipeline that separates what buyers did from what you hoped
- The knowledge to keep expanding your OS on your own
Become the most prepared person in every room.
9 sessions · €149 + Claude Pro subscription (€18/month, required)
For Sales professionals, account executives, and commercial leaders