Surface Your Highest-Priority Deals Every Morning (Claude Cowork Self-Install Kit)

Open the morning knowing exactly which deals to call today.

You've got two dozen open deals in Close and no honest sense of which ones to call today versus which can wait. So you spend the start of every morning clicking through the pipeline trying to remember where each one stands, and deals go quiet without you catching it until the close date has slipped past.

The leak isn't your selling. It's that nothing ranks the pipeline for you, so urgency gets buried under the scroll.

What this kit does

Ask Claude which deals in Close have gone cold in the past 7 days with a close date inside 14 days. Claude reads your pipeline, ranks by urgency, and hands you a plain-language action list. The 20 minutes of manual scanning becomes a 30-second briefing.

What you can expect

You recover 1.5 to 3 hours a week of manual pipeline scanning, and 1 to 3 at-risk deals surface each week before they go silent. Daily CRM triage turns into a 30-second morning read you'll actually keep doing.

Who it's for

Built for agencies, coaches and consultants, and solopreneurs running their pipeline in Close. 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 earns its place on one daily job: catching the deal about to go quiet while you can still save it, which is usually worth more than the kit on its own.

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 Close 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 Close 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 sales pipeline management software, this is the install-it-once alternative. You set it up yourself and keep it running on your own schedule, with no monthly seat. Add it to your cart, open it in Claude Cowork, and run your first morning briefing tomorrow.