AI Sales Brain Setup

15 mins

It learns your business, offer and customer, and every day keeps learning and growing with you.

QUICK START

Claude Cowork already set up?

If you've already got Claude Cowork installed and you're on a paid plan, skip the setup and just grab the skill.

Download the skill

First time here?

The full setup guide is right below. It only takes a few minutes.

Before you start

If you don't have the Claude desktop app, you'll need it first, so download it here.

Download for Mac Download for Windows

(You'll also need Claude Pro, around $20.)

Part 1 · Claude Cowork setup(5 mins)

Install Cowork

Download the Claude desktop app and sign in on a paid plan. It has to be the desktop app, not the browser, because that is the version that can read your files and connect to your tools.

Open Cowork and give it a folder

Cowork is where Claude actually does work on your computer, not just chat. Get in and point it at one folder:

Open the desktop app and switch to Cowork, the middle of the three modes at the top.
Click New Task, then Work in a Project, then Choose a folder.
Make a fresh, empty folder (I call mine Claude Playground).

Claude only ever sees that one folder, nothing else on your computer, and it uses it to save your sales brain and your data. So it stays private and tidy.

Part 2 · AI Sales Brain setup(10 mins)

Install the skill

A skill is a saved set of instructions Claude follows every time. You install it once, then it's yours.

Download the skill

It saves a small file, sales-brain-setup.skill, to your Downloads.
In a new Cowork task, drag the file into the chat, then click the Save skill button that appears on it.
Check it worked: click + at the bottom of the chat, then Skills. You should see it listed.

You only do this once.

Run it

Open a New Task in your project folder.
Click + > Skills > sales-brain-setup, or just type /sales-brain-setup.
Answer a few quick tap-through questions about your business, offer and customer. Paste your website too and it folds that in.

It keeps learning: the opening questions get it started, then as you work it quietly picks up more about your business, so every skill answers with better context. Nothing is forced, skip anything and refine later.

Before you finish (quick checks)

›Claude desktop app installed on a paid plan, Cowork open with one folder selected.
›Skill visible under + > Skills.
›Answered the opening questions about your business.
›Output is your sales brain, saved and ready for every other skill.

New How was this skill built? (Click here) ▾

How was this skill built?

Every skill ships only after planning, research, building, testing and re-testing. Here is the record for the sales brain.

6 stress-test rounds 5 improvements shipped 6 automated checks

PlanningMapped the five core questions, the skip-and-resume flow and the shared profile every other skill reads, before writing the skill.

Research & background checksStudied how the other sales skills consume the profile and the precedence rules, so a later guess never overwrites what you confirmed.

BuildOne onboarding that writes a single shared sales brain, with website enrichment optional and nothing ever forced.

Testing & re-testingRun across real business types, skips, resumes and multi-business cases. Every failure reproduced, fixed, then re-run.

OrganisationVersioned, with a confirmed-vs-inferred gate so your own answers always take precedence.

Key strengths

✓Learns your business, offer and customer up front, then keeps learning as you work.
✓Every other Bingley skill reads the same brain, so you never re-enter who you are.
✓Your confirmed answers always win, nothing a later skill guesses can overwrite them.

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By Sully Fazie

bingley.ai