A sales chat assistant: 2 prompts for Claude Code

You're the sales team. And you're asleep. Here are both prompts from the video

In a small company the owner is the sales team. I built a chat assistant that talks to customers on social channels and sells through the company's HubSpot, and it is already selling. How it's built stays with me. Here are two prompts for Claude Code: one turns your business into a sales playbook, the other tests it like five difficult customers.

Part 1 open with your account Full program 7 modules Time About 1.5 hours for part 1

What you get

Both prompts from the video, ready to copy

Short answers to what your customers ask most

What to ask before you give a price

When a chat goes to a person, and what must never be promised

Five test chats with difficult customers, graded, with a list of fixes

What the two prompts give you

A sales playbook: your best answers, what to ask before a price, when a person takes over and what never to promise, as rules anyone can follow.
A hard test: five difficult customers write to your business, and each answer gets a grade.
A list of fixes: what to change in the playbook before a real customer finds the gap.

Why the playbook comes first

A chat assistant is only as good as the rules it follows. If nobody has written down what to ask before a price or what never to promise, it has to guess, and a guess in a sales chat costs you money or trust.

The same playbook works for a new person on your team from the first day, so it pays off long before any bot does.

Who this guide is for

Owners with no time, and everyone who is the sales manager and the owner in one person. You need no technical background: you paste text and read what comes back.

Want it set up in your company?

This guide gives you the prompts, not the build. I set this assistant up inside companies as a partner, connected to your HubSpot. Write to me, and in a 15 minute call I'll show you what it would answer for your business.

Build your sales playbook and test it

What part 1 covers

Collect what you already know
The first prompt: your sales playbook
Read the playbook like a customer
The second prompt: five difficult customers
Fix it, test again, and put it to work

Create your account to open part 1

Enter your email and click the activation link we send you. Part 1 opens right away, at no cost.

The sales chat assistant, full program

Part 1 gives you a working first version. The full program takes it all the way to a setup you can run every day.

From playbook to rulesHow the playbook from part 1 becomes the rules the assistant follows in every chat.

One assistant on your channelsConnecting the channels your customers write on, with one set of rules behind them.

Products and prices from HubSpotKeeping the assistant on your real products and prices, so it never has to guess.

Questions before the priceQualifying like a good seller, in the customer's language and in your tone.

Deals in HubSpotHow a customer who is ready becomes a deal you can pick up.

Handover to a personThe triggers, the notification, and how you take over a chat without losing the thread.

Honesty, testing and upkeepSaying it is an AI, testing before every change, and reading the chats every week.

PriceThe price is shown here before payment opens.

Get the full program

Questions and answers

Do I need HubSpot for these prompts?

No. The prompts only use text about your business. HubSpot is what my own assistant sells through.

Do I have to tell customers they are talking to an AI?

In the EU the AI Act (Article 50) requires AI systems that talk directly with people to be built so that people are told, unless it is obvious. Norway has not brought the act into its own law yet (checked 1 November 2026). Say it anyway: people find out sooner or later, and it is better if they hear it from you. This is not legal advice.

Can I use the playbook without any bot?

Yes. A new person on your team can use it from the first day, so give it to whoever answers your messages today.

Can I use these prompts in another AI tool?

Yes. They are plain text and depend on nothing special in Claude Code. This guide uses Claude Code because that is the tool in the video.

How is your assistant built?

I don't show that here. I set it up inside companies as a partner, so write to me if you want it in yours.

Will this bring me sales?

Nobody can promise that. My assistant is selling, but I don't publish numbers and your business is not mine. The prompts give you a tested playbook. What it brings depends on your offer and your customers.

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