I’m a salesperson, not a coder. My sales process runs on Claude.

From a lead’s first email to the CRM, with zero manual data entry. More time with clients, less copying and pasting.

Let’s talk See how it works

The problem

A salesperson spends more time moving information than selling. Every jump between tools means manual work and lost context.

The lead’s email The notes The estimate The deck The CRM

So I connected them.

How it works

My process, step by step. Each step comes in, goes through Claude, lands in Notion and goes out.

Step 01 / 05

The lead

No lead is left waiting. The form lands in my inbox and I open the case in Claude: within minutes I know who’s writing, what their company does and whether we’ve talked before.

BeforeA “I’ll get back to you soon” and then digging to find out who they were.

Behind the process

What you don’t see is what makes it work. Connectors so Claude works inside my tools, skills so I don’t improvise, and Notion as memory.

Connectors

Inside my tools.

Claude reads and writes in them, and I stop copying and pasting between tabs.

  • Gmailreads and drafts
  • Calendarschedules
  • Granolatranscripts
  • Notionreads and writes
  • Slacksends requests
  • HubSpotupdates deals

Skills

What I repeat, I standardize.

Any task I do more than twice becomes a skill, with the same process and the same quality every time.

> /call-prep

→ context before every call

  • /call-prep
  • /account-history
  • /proposal
  • /load-deal
  • /pipeline-hygiene
  • /kickoff

Notion

The system’s memory.

It’s taken for granted, and it’s the foundation: everything Claude knows about a client comes from there. Without Notion, it starts from scratch in every conversation.

  • ▾Sales
  • ·Clients and accounts
  • ·Call notes
  • ·Proposals
  • ·Playbooks by boutique

claude reads → decides → writes

What I don’t automate

AI prepares, I decide. Nothing reaches a client without me reading it.

The calls are mine. Granola takes the notes so I can listen.

Context beats the prompt. Results improve when you teach it where to look.

Relationships don’t get automated. The time I free up goes to seeing clients, not to sending more emails.

From the blog

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  1. · Process Notion as memory: the foundation of my sales process with Claude Everything Claude knows about a client comes from Notion. How I organize client files, call notes and proposals so the AI never starts from scratch.
  2. · Process If we can sell surf lessons online, we can sell anything The Tilegit case study, an online surf academy: visual identity, website and campaign to sell something you learn in the ocean. Why I bring it up so often.
  3. · Opinion See you at Tech Show Madrid: Shopify, FIK and SSTIL On November 4 and 5 I'll be at Tech Show Madrid with SSTIL and FIK, in the Shopify area. Why Shopify's new focus on helping merchants grow brings us together.
Emiliano Moretti

About me

Emiliano Moretti, sales director at Modulor Studios. I live in Madrid and have been in sales since 2011, starting in media and advertising. Since early 2026 I’ve been building my sales process with Claude and writing about it here.

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This site

I didn’t code this either. I built it with Claude, on Astro: the code lives on GitHub and every change goes live on Vercel automatically.

Claude→Astro→GitHub→Vercel

How I built it

Fifteen years in media and sales

GroupMMEDIAMAXInfobaeSeedtagModulor Studios

Contact

Bringing AI into your company? Let’s talk for 30 minutes, in Madrid or on a video call, and compare notes.

Book 30 minutes Message me on LinkedIn Follow me on X

Or copy my email: . I share every piece on LinkedIn and X.

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