Claude Cowork Training for Sales & Marketing
Hands-on Claude Cowork training for sales & marketing teams, delivered onsite in Singapore on your own files. Account research, Proposals and campaigns, Content and follow-up.
Claude Cowork for sales & marketing teams
Bid documents, RFPs and contracts are where sales teams lose days. This programme uses Claude on that long material, and keeps approved claims and inferred claims clearly apart.
Where the work happens
- Long documents
- Contract review
- Structured extraction
- Multi-source synthesis
This programme is built around long, dense documents — the contracts, reports and policy sets where the work is reading carefully rather than writing quickly.
Who this programme is for
Sales, account management and marketing teams. Knowledge, legal and research teams.
What the day covers
Module 1: Account research
RFPs and tender packs are read into a requirements matrix your team answers against.
Exercise. Build an account brief from approved sources, distinguish evidence from assumptions and prepare discovery questions.
What you leave with. A referenced account brief and meeting plan.
Module 2: Proposals and campaigns
Proposal responses are drafted from approved material, with every claim tied to its source.
Exercise. Turn a customer brief into a proposal outline, campaign concept and audience-specific messages.
What you leave with. A proposal template and campaign brief.
Module 3: Content and follow-up
Contract redlines and customer correspondence are summarised without losing commitments.
Exercise. Adapt approved content across channels and draft follow-ups from meeting notes with brand and factual review.
What you leave with. A content pack and follow-up workflow.
What this day does not cover
Scope is agreed before the session so the day stays hands-on.
- Coding, scripting or developer workflows, even though the tool is capable of them. This is a day on document and analysis work.
- API integration or automated pipelines.
- Legal advice. We cover how to review a document carefully and what to escalate, not what position to take on it.
Questions about Claude Cowork for sales & marketing
Will it help with RFPs and tender packs?
That is the first module. A long tender document is read into a requirements matrix your team answers against, which is usually the step that costs days and gets rushed.