Your team pays for Claude. Does it know your business?
Most teams use their AI workspace like a blank page. We connect it to your data, load your best people's skills, and train every team in it.
What you're after
Consistent output
One shared way to research an account or prep a call, in place of twenty private prompts.
Answers from your records
Questions about accounts answered from your data rather than the model's memory.
Less time on prep
The context reps retype every day is already there, so the time goes to buyers.
Why most AI seats don't pay off
- Each person writes their own prompts
- No view of your CRM, calls or playbooks, so people copy and paste
- Nothing gets shared, so nothing improves
- One connector to your whole business, so answers come from your records
- Shared skills written from how your best people work
- Every team trained on the work it does each day
What your team can ask once it's connected
| The question | What answers it |
|---|---|
| "What has this account seen from us, and what did they do?" | Your tools, joined in the warehouse |
| "Where is this buyer, and what usually comes next?" | A model of how your business works |
| "What does our playbook say to do here?" | Playbooks and GTM strategy |
| "What worked for buyers like this, and what didn't?" | Play history |
| "What are buyers asking about this month?" | Voice of the customer, from calls |
| "Which accounts have a new reason to talk this week?" | Signals |
What we build with it
AI workspace
Cowork set up for each team, with the access, skills and approvals that team needs.
Read moreSkills
Account research, call prep and follow-up written once from your best people, run by everyone.
Read moreGTM data warehouse
The records the workspace reads, in one place you own.
Read moreCustom apps and MCPs
The connector to your business, plus connectors for tools that won't integrate.
Read moreWhere Cowork fits in each step
- Step 011
Connect your data
The workspace reads your warehouse, your definitions, your playbooks and your call notes through one connector, read-only to start.
- Step 022
Prioritize by revenue impact
Leaders ask where revenue is lost and get the answer from your data, with the records behind it.
- Step 033
Ship into the tools your team uses
Reps, marketers and CSMs run the play's skills where they already work, and buyer-facing drafts wait for the approval their reach calls for.
- Step 044
Keep improving
Skills are versioned. When a play's review changes one, every seat gets the new version.
GTM AI Bootcamp
Start with a bootcamp. One team's workspace gets connected, loaded with the skills for the play at your costliest decision, and trained on its own accounts.
Before you book
Cowork or Claude Code?
Both. Your teams work in Cowork, your power users build in Claude Code, and they share the same data and skills.
We're on ChatGPT. Does this still apply?
Yes. The skills and the connector are plain files in your repo, so they go with you. We set them up in Claude or ChatGPT, whichever your company has approved. How we pick AI tools.
Will our security team let the workspace read our data?
We'll walk your security team through access before kickoff.
Who gets trained, and on what?
Every team that uses it, on its own accounts and the work it does each day. Each team also gets an owner we train to change its skills.
Make your AI seats know your business
Tell us which team uses AI least. In 30 minutes we'll show you what we'd connect first.
Book a call