The Solution

Phase 1 — Discovery & Alignment

• Mapped every sales, marketing, and delivery workflow across the OrangeDot team to find repeatable patterns
• Identified where Claude was already used inconsistently and rebuilt from scratch in every new conversation
• Prioritized the high-frequency, high-friction tasks Claude could absorb across sales, marketing, and operations
• Audited existing brand guidelines, proposal templates, and scoping inputs for reuse inside skills
• Documented the current-state usage map so every later automation targeted a real, recurring bottleneck

Phase 2 — System Design & Data Modeling

• Designed a skills architecture that replaced ad hoc prompting with consistent, reusable, context-aware inputs
• Defined standardized inputs and outputs for scoping, proposals, and post-meeting follow-up workflows
• Loaded brand guidelines and proposal templates into skill context so they apply automatically every run
• Structured project knowledge bases so Claude pulls the right context without manual setup each time
• Set naming and structure conventions so skills stay consistent as the team adds more over time

Phase 3 — Implementation & Integration

• Built custom skills for scoping, branded proposal generation, and structured post-meeting CRM summaries
• Configured the Monday.com MCP integration so Claude builds onboarding and demo boards directly
• Built a pipeline intelligence artifact that ranks deals from CRM data and meeting notes
• Generated realistic demo data so client-facing Monday boards look production-ready before every sales call
• Standardized delivery handoffs and single-pass UAT generation from the full project knowledge base

Phase 4 — Automation & Scheduled Tasks

• Deployed a scheduled task that crawls Slack for inbound leads and writes structured CRM records
• Automated logging of every Granola meeting summary to its matching CRM opportunity record
• Built a daily task scanning email and Slack to surface a consolidated action list each morning
• Removed manual data entry from lead capture and meeting logging across the sales workflow
• Configured the three tasks to run autonomously with no rep action required daily

Phase 5 — Training & Enablement

• Delivered live enablement so every team member could run the skills without prompting rituals
• Documented skill inputs and outputs as repeatable delivery standards the team could rely on
• Structured skills so new team members produce consistent, on-brand work from their first day
• Transferred ownership of skill maintenance and scheduled tasks fully to the OrangeDot team at close
• Established skills as the delivery standard other engagements and new hires can inherit directly