Give Claude Hands
Connect Claude to your sales stack so it pulls real data, spots real signals, and writes in your voice.
A no-code playbook for turning Claude from a chatbot that advises into a connected teammate that pulls lists, catches buying signals and drafts in your reps' real voice.
About this resource
Out of the box, Claude gives good advice but can't touch your tools. It can't see your CRM, pull a list, notice a funding round or send anything. This playbook shows SDR leaders and founders how to give it a brain (a Claude Project loaded with your ICP, personas and messaging), hands (Connectors into your data, signals, chat, CRM and email) and a conductor (you). It splits the work clearly between what you own and what a technical person wires, then walks through three upgrades: better lists, better timing and better messaging. It also covers the guardrails, the build-vs-buy question and a six-step order for getting started. Ships with the Excel Connected Stack Planner. Based on the SDR Leaders session with James Donaldson and Adam Taborda of Stacky, hosted by David Wilkins.
What's inside
- Claude's three building blocks: Projects, Connectors and Skills
- How to build your vault: the documents Claude needs to know your business
- Which tools to connect, and what Claude does with each
- Your job vs a technical person's job, with a clean hand-off
- Upgrade 1: plain-English list building
- Upgrade 2: buying signals, tiered by urgency
- Upgrade 3: drafts in each rep's real voice, via a call-recorder Skill
- Guardrails: human in the loop, and who gets access first
- Build vs buy: when you need Clay, and when you don't
- A six-step starting order, plus five mistakes to avoid
- Companion Excel Connected Stack Planner
Built with the people running SDR teams in EMEA, the USA and APAC. Every number and play in here came from members, not vendors.