Surface High-Value Deals Closing This Month Now (Claude Cowork Self-Install Kit)

See exactly which high-value deals need a call from you before they slip this month.

You know you have deals closing this month, but you can't tell at a glance which ones actually need a call from you right now. You've lost deals not because the prospect said no, but because you forgot to follow up in the last week.

The leak isn't your pipeline. It's that nothing ranks the deals worth your attention, so you scroll the CRM rebuilding a picture you should already have.

What this kit does

Connect Clarify through Claude and ask which deals are closing this month above your value threshold. Claude queries your CRM, returns a ranked list, and tells you which ones have gone quiet. You stop guessing and start prioritizing the right conversations.

What you can expect

You recover 1 to 3 hours a month previously spent scanning deal pipelines, surface at-risk high-value closes before they slip, and cut missed follow-ups on deals over your threshold to near-zero. The picture you used to rebuild by hand becomes a two-sentence question.

Who it's for

Built for solopreneurs, coaches, consultants, agencies, and local service business owners who run their own pipeline. 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 is an entry-tier kit, and it earns its place by protecting deals you've already worked. A single high-value close it keeps from slipping is worth many times the kit.

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 and Clarify accounts. 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 Clarify 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 CRM reporting or pipeline-management add-ons, this is the install-it-once alternative. You set it up yourself and keep the workflow, with no monthly seat. Add it to your cart, open it in Claude Cowork, and surface this month's closes today.