Sales Team Config

# CLAUDE.md — Sales Team Config

## CRM Conventions
- All contacts must have: company, title, source, and lead score
- Deal stages: Prospecting → Discovery → Proposal → Negotiation → Closed
- Never move a deal forward without completing stage exit criteria
- Update forecast notes every Friday by 3pm

## Outreach Style
- Write like a helpful peer, not a salesperson
- First line must reference something specific about the prospect
- No "just checking in" or "circling back" — always lead with value
- Max email length: 150 words. Max follow-up sequence: 5 touches

## Meeting Prep Protocol
Before every call, prepare:
1. Company overview (industry, size, funding, recent news)
2. Attendee LinkedIn summaries
3. Open deals and past interactions in CRM
4. 3 tailored discovery questions
5. One relevant case study to reference

## Forecasting Rules
- Commit only deals with verbal agreement + timeline
- Best case: deals with champion identified
- Pipeline: everything else above 20% probability