WTP Media · PMAX Dental

Your Claude Sales Copilot

A five-minute setup, then three prompts that do real work. Check each box as you go — your progress saves on this device.

Step 1 — Get connected

Step 2 — Your three prompts

1. Build my sales profileRun this once. It interviews you and sets up how Claude helps.

You're my onboarding coach. Interview me one question at a time to build my sales operating profile. Ask about: my role and territory, my ideal customers (which dental practices), my monthly targets, the tools I use (email, calendar, CRM), my typical week, what I find tedious, and where I lose deals. After 8 to 10 questions, produce: (a) a one-page operating profile, (b) my top 3 weekly priorities, (c) three ways you can save me time every day. Ask one question at a time and keep it conversational.

2. Daily command centerSet this as a scheduled job so it runs every morning.

Every morning, using my connected Gmail, Calendar, and CRM, build my daily sales command center: 1) meetings today, each with a 2-line prep (who, company, last touch, goal); 2) follow-ups overdue for my reply; 3) new leads to contact, with a suggested opening line for each; 4) the single most important thing to finish before noon. Keep it scannable, and end with any deals at risk.

3. Research a prospect + draft outreachUse before reaching out to any practice.

I'm reaching out to [practice or contact name]. Research them from their website and public info, then give me: 1) three specific things about their practice I can reference, 2) the problem PMAX or WTP most likely solves for them, 3) a short outreach email in a natural, human voice (no "I hope this finds you well", no filler), 4) two follow-up angles if they don't reply.

Tip: after Prompt 1, Claude knows your world. From then on you can just ask it things in plain English — "draft a reply to this lead", "prep me for my 2pm", "who haven't I followed up with this week?"