Three plays from an Anthropic sales leader running a 4,000-account book. Call prep that runs itself every morning, a Friday forecast he never builds by hand, and every account scored overnight. Paste-ready prompts for each.
In May 2026, Anthropic published a post by Travis Bryant, Head of US Mid-Market GTM, on how he uses Claude to run a 4,000-account book. (Read the full post)
I pulled out his three biggest plays and wrote a prompt for each so you can copy them with your own CRM, whether you have 50 accounts or 5,000.
What You Need
A paid Claude plan (scheduled tasks are on Pro, Max, Ultra, Team and Enterprise), plus connectors to your CRM, calendar and email. Travis used Cowork. Anthropic has since been folding Cowork into regular Claude chat, so on newer accounts you just ask for it in any conversation.
Travis runs a scheduled skill that pulls customer spend from BigQuery and pipeline status from Salesforce, then writes a brief for each meeting. It’s ready when he opens his laptop. He says the scheduler mattered more than the skill itself, because prep no longer depends on him remembering to run it.
01
Set it up
In any Claude chat, paste the prompt below and say "run this every weekday at 6am." Answer Claude’s questions, review the schedule and click Schedule. Your tasks live under Scheduled in the left sidebar, and they run in the cloud even when your computer is asleep. (Claude Help Center)
Every Friday, his task pulls opportunity records and submitted commits from Salesforce, spend data from BigQuery and notes from internal docs. It builds a one-page report with top-line numbers, top deals, movers and decliners, and a forecast rolled up from each manager, posted before Monday’s forecast call. He says it saves him about three hours a week.
His line: "Claude builds the what; I do the why." Claude assembles the numbers. He adds the commentary on Monday.
02
Set it up
Same steps as Play 1. Schedule it for Fridays at 8am, and keep the headers identical every week so leadership always knows where to look.
This is the big one. Travis and Claude wrote two five-part scoring rubrics, one for tech accounts and one for other industries, then scored all 4,000 accounts in one overnight run. Each account got a score and a written reason for every dimension. He says similar work used to take hundreds of hours across RevOps, finance and marketing.
Then Claude built a dashboard where reps click into their territory and see accounts ranked by score, with the reasons and possible use cases.
03
Test small, then run it all
Do what he did. Score one territory first, check the results, adjust the weights, then run the rest overnight. My rubric below is a starting point. Swap the dimensions for whatever predicts a sale in your business.
Once the table looks right, ask Claude to turn it into an interactive dashboard your reps can filter by territory. Re-run it every quarter.
Anthropic also makes a free Sales plugin with built-in skills like call prep, meant to be customized to your team. Find it under Customize (now called Plugins on newer accounts), or browse the source on GitHub.
Stack all three plays and the data assembly side of sales runs on its own. Claude proposes, you approve, and your reps spend the time they get back talking to customers.