Surface Firmographic Context Before Every Sales Call (Claude Cowork Self-Install Kit)

Walk into every sales call already knowing who you're talking to and what their company does.

You spend 20 to 30 minutes before each call just figuring out who's on the other end and what their business is, and pulling that data by hand often takes longer than the call itself. Hand someone a list of 40 company names from a trade show and there's no fast way to find the right contact at each one.

The leak isn't your prep instinct. It's that the research lives in five places and assembling it by hand doesn't scale past a couple of calls a day.

What this kit does

Connect Lusha through Claude and ask it to pull firmographic data and decision-maker contacts for a company. Claude returns headcount, industry, revenue range, and direct contact details for the right people. You walk in with context instead of guessing from a LinkedIn scroll.

What you can expect

Pre-call research drops from around 25 minutes to under 5 per prospect, and you can build an enriched list for 10 to 50 targets in a single session. Each direct contact surfaces in one pass instead of the three to five manual lookups it would otherwise take. You show up to calls prepared rather than improvising from a half-loaded profile.

Who it's for

Built for agencies, coaches and consultants, real estate agents, and solopreneurs who run their own sales calls. This is a Claude Cowork self-install kit you run yourself.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

This kit is worth more than the entry tier because of where it pays off: better context on every call compounds into a higher close rate across your whole pipeline, not just one task saved.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork account and a Lusha account. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

How to install this kit

Connect Lusha at claude.com/connectors and authorize your account. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing lead enrichment tools and pre-call research services, this is the install-it-once alternative. You set it up yourself and keep it, with no monthly retainer. Add it to your cart, open it in Claude Cowork, and prep your next call with full context today.