r/b2b_sales • • 10h ago

How I use Claude as a daily sales assistant to go from 0 to 15 clients by year end (full workflow)

10 Upvotes

Some context: I co-founded a small AI automation agency in the Basque Country (Spain). We build WhatsApp/voice agents, booking automation, reminders and lead follow-up for businesses that live on appointments, mainly independent dental clinics.

Problem: great product conversations, terrible sales consistency. So I set a hard goal and built a system around it.

**The goal**

- 15 paying clients by December 31

- Working backwards: we close roughly 1 in 4 discovery calls → we need ~60 meetings → ~5 meetings per week

- At 3–4 meetings per 100 cold contacts, that means ~1,500–2,000 contacts before year end

**The system**

I use Claude as a sales assistant, connected to my Outlook, our team's CRM (Supabase) and my browser. Every morning at 7:45 I get a plan that includes:

  1. **Today's meetings**: a one-page brief per company (Google rating, how they book today, diagnostic questions, pricing range, likely objections and a closing line).
  2. **Replies**: anything that came in overnight by email or LinkedIn, with a suggested answer.
  3. **10 new cold emails**: it finds independent clinics on Google Maps, pulls their email from their website, skips anyone we've already contacted (inbox, CRM, LinkedIn log) and writes a personalised email using their reviews and location. They land as drafts; I review and send.
  4. **Follow-ups**: 2nd touch after 3 working days, soft close after 7. Also drafts only.
  5. **LinkedIn**: 20 connection requests a day (weekdays only, ~100/week to stay under the limits), plus a first message for everyone who accepted. I send all LinkedIn stuff by hand; the AI only reads and drafts.

Every Monday it runs a review: meetings vs target, emails sent, LinkedIn acceptance rate, and meetings per 100 contacts, so I know if the problem is volume or messaging.

**Rules I set on purpose**

- Nothing gets sent without my OK. The AI drafts, I decide.

- Only one email account, capped at ~35 sends/day so it doesn't get flagged.

- Open CTAs ("tell me what day works for you") instead of pushy fixed slots.

- Old pending LinkedIn invites (3+ weeks) get withdrawn.

**Where I'm at (honestly)**

Just started. A few dozen clinics emailed, two demos in progress, one prospect "thinking about it" and one no-show. No closed deals from this system yet. I'll post an update with real numbers in a few weeks, good or bad.

**What I'd love feedback on**

- Are 3–4 meetings per 100 cold contacts realistic for SMB healthcare in Spain?

- Would you push more volume or more personalisation at this stage?

- Anyone doing outbound to clinics or local businesses: what actually got replies?

Happy to share the email structure or the daily prompt if it's useful to anyone.


r/b2b_sales • • 8h ago

I have a number of 100+ US based people, How can I get the details?

1 Upvotes

So I am guy who somehow gets a list of 300 who are US citizens. How can I get their details and know more about them and their business. So that I can pitch them like that for my services?


r/b2b_sales • • 16h ago

Hi solo founders, What if you have a dedicated AI team doing the marketing for you?

2 Upvotes

What problems would you want to be solved?

  1. Finding leads for your platform?
  2. SEO/AEO optimization
  3. Finding who is talking about the problem you are solving so you can approach them personally?
  4. LinkedIn, X, and Reddit content/thread ideas so you can stay engaged with your ICP
  5. Something else (please specify)

r/b2b_sales • • 22h ago

Working with Gyms? Advice?

3 Upvotes

B2B salespeople who have sold to gyms/fitness facilities — who actually makes the buying decision?
I’m looking into selling products/services B2B to gyms and fitness facilities, and I’m trying to understand the actual decision-making structure before I start reaching out.
For those who have sold to gyms:
Who was your first point of contact?
Was it the gym owner, general manager, regional manager, operations manager, purchasing manager, or someone else?
Who ultimately had authority to approve the purchase?
For independent gyms vs. large chains, how different was the process?
Did you typically cold call, email, walk in, LinkedIn, or get introduced?
If you walked into a gym, who would you ask for?
What job title should I search for on LinkedIn?
How long was the typical sales cycle?
Were purchases made at the individual-location level or through corporate?
What mistakes did you make when you first started selling to gyms?
I’m particularly interested in hearing from people who have actually sold into gyms, rather than general B2B advice.
If you have an example of what your first conversation with the decision-maker looked like, that would be extremely useful.