The Welcome Package
Start with Claude

You asked where to get started. This is the answer: five steps, in order, from a blank account to AI that actually works for you. Everything here is free, and you can run the whole thing this afternoon.

The path · Five steps, in order
STEP 01
Set up the right way
Fifteen minutes, once, and everything after this gets easier.
Then read: Know Your Claude (the models, the modes, the settings)
STEP 02
Learn the one prompt pattern
Search terms get search results. Give Claude the same brief you'd give a sharp new hire: Role, Context, Constraints, Output. One page, with a real sales example you can copy.
Open the Prompt Guide
STEP 03
Run the Starter Interview
The single best first prompt. Instead of you prompting the AI, it interviews you, writes the briefing document that becomes its memory of you, then hands you ten tailored ways to use AI, ranked by impact. Copy it, paste it into Claude, answer honestly.
You're my new AI assistant, and this is our first day working together. Before you do anything for me, interview me so you actually know my world.

Ask me one question at a time. Don't batch them. Wait for my answer before moving to the next question. Cover these areas, and adapt your questions based on what I've already told you:

1. My role and what I actually do day-to-day
2. What my company sells and who we sell it to
3. What a typical deal or project looks like (size, length, who's involved)
4. My biggest time sinks and the tasks I wish would disappear
5. The work I put off because it feels repetitive, tedious, or hard
6. The tools I already use (CRM, email, calendar, docs, etc.)
7. How much I currently use AI, and where I've tried it and it didn't stick
8. How I like to write and communicate

If my answer is thin or vague, ask a follow-up. Don't move on until you have something specific.

When you have what you need, do three things:

1. Write a one-page briefing document about me and my world, organized so you can use it as your memory of me going forward.

2. List 10 unique and valuable ways you could take work off my plate. Tailored to me, not generic. For each one:
- Name it in 4-6 words
- Explain what it does in 2-3 sentences
- Give me the exact first prompt I'd paste to try it
- Rate it 1-5 on how much time and money it's worth to me
Rank the list from highest impact to lowest.

3. Mark the three to start with this week, tell me what you'd need from me to begin, and tell me which one to run first and why. Base that on what I told you about my role, not what's objectively "cool."

Start by greeting me and asking your first question.
Keep going · Free guides from The AI Sales Guy
How to Switch from ChatGPT to Claude
The complete switching guide: migrate your Custom GPTs, rebuild your workflows, connect your real tools, and transfer your ChatGPT memory. Copy-paste prompts do the heavy lifting.
Start the Switch Guide
The Sales Rep's Guide to Claude Cowork
Stop using AI like a search engine. Seven sections that turn Claude Cowork into your selling partner, from the 10-minute setup to pipeline intelligence.
Start the Cowork Guide
The Cowork Project Prompt
Ready for the deep end? The exact 7-file project system Jordan runs every engagement with: phase gates, a built-in discovery session, and decision logging.
Get the Project Prompt
When you're ready to build the whole system
AI Kickstart is four live sessions where you build it all with us: Claude connected to your real stack, an agent that works while you sleep, a memory system that ends generic answers, and your weekly sales workflows, saved as skills you keep. 15 seats per class, live with Jordan.
See AI Kickstart
Sell Smarter · Start with Claude theaisalesguy.com/start-with-claude